Zoho Billing - Zoho Desk Integration

Zoho Desk is a help desk software that helps businesses focus on the customer. By integrating Zoho Billing with Zoho Desk, you can charge your customers for the tickets that you have handled in Zoho Desk, as well as the time spent on each ticket.

Set up the Integration

To launch Zoho Desk from Zoho Billing:

• Go to Settings > Integrations > Zoho Apps.
• Click Connect next to Zoho Desk.

• Read about the integration and click Set up Integration.
• If you already have an active Zoho Desk portal, you will be directed to it. Otherwise, you’ll be prompted to create a new one.

Once you’ve set up the integration, you can configure the permissions available for each profile in Zoho Desk.

Map Contacts

Your contacts in Zoho Desk can be mapped to your customers in Zoho Billing based on their email address. 

To do this, select a contact or a ticket in Zoho Desk, and click the Zoho Billing icon. If you have a customer in Zoho Billing with the same email ID, it will be listed here and you can map them. If not, you can create a new contact here, and they will be added as a customer in Zoho Billing. 

Disable/Delete the Integration

You can disable or delete the Zoho Billing integration from Zoho Desk. Visit their help resource to learn how.

Once you’ve disabled the integration, your contacts and transactions will remain mapped between Zoho Billing and Zoho Desk, even when you choose to re-enable the integration. Whereas, when you delete the integration, this mapping will be deleted permanently. 

Was this document helpful?

Yes

No

Let us know where we can improve

We can wait. Take your time to draft us your question.

Umm.. where do we send the response?

By clicking Submit, you agree to our Privacy Policy.

Submit Cancel

Thank you for your feedback!