Integrate Zoho Books with Zoho Projects

If you use Zoho Projects, an online project management platform to manage your projects, then you can integrate with Zoho Books to track your projects and manage their expenses effortlessly.

Once you integrate, the projects along with their primary clients, tasks, bugs, timesheets, and users will be synced with Zoho Books, and made available within the Time Tracking module. Next, you can track time and create transactions such as quotes, invoices, recurring invoices, expenses, and recurring expenses for these projects.

Benefits of the Integration

Set Up the Integration

Prerequisite: You must be an admin in your Zoho Books organization and the owner of the Zoho Projects portal to set up this integration. If your Zoho Books is already connected to Zoho Expense, you must also be an admin in the Zoho Expense organization.

To integrate with Zoho Projects:

Note: If you’ve already synced your Zoho Projects portal with Zoho CRM, the projects and customer details synced from Zoho CRM to Zoho Projects will take priority when you sync your Zoho Projects portal with Zoho Books.

Now, your Zoho Projects portal is integrated with your Zoho Books organization.

Check the Status of the Synced Data

The status of the sync will be displayed in the The modules have been synced with Zoho Projects section.

Status Description
Sync in Progress The modules and their data are being synced.
Active All the modules are synced.

It may take a while to sync your data. To view the latest status of your sync, click Refresh near the Delete icon in the top right corner of the page.

If you create new projects, tasks, timesheets, or other modules in Zoho Projects after integrating with Zoho Books, you can sync them instantly. Here’s how:

The new projects and other entities created in Zoho Projects will be synced with Zoho Books.

To view the details of the modules synced during the integration, click Show Sync History.

Hover over the required modules list and click View Mapped Fields to view the synced fields.

Update Customer Duplication Preferences

You can also update your customer duplication preferences after you’ve set up the integration. Here’s how:

Error Summary

The Error summary contains a module-wise list of the errors that occurred during the sync.

To view the error summary for your integration:

You can view the list of errors that occurred during the sync in the Error Details page.

Create Transactions for Your Projects

Once you set up the integration, the active projects will be instantly synced to Zoho Books , and you can create transactions for them. Here’s how:

From here, you can create transactions for your projects and send them to your customers, if required.

Similarly, the timesheets, tasks, bugs, and users associated with the projects will also be present in your Zoho Books organization.

Note: You can also create, update, and delete the quotes, invoices, and expenses in Zoho Projects.

Disable the Integration

Once you disable your integration, the sync between Zoho Projects and your Zoho Books organization will be paused.

To disable the integration with Zoho Projects:

The integration with Zoho Projects will be disabled. You can re-enable the integration, if required.

Re-enable the Integration

Once you’ve disabled the integration with Zoho Projects, you can re-enable the integration and connect with the Zoho Projects portal again. To do this:

The integration will be set up again, and the modules will be synced automatically from the last sync time.

Note: You can re-enable the integration only with the Zoho Projects portal that was previously connected.

Delete Integration

If you want to connect your Zoho Books organization to a different Zoho Projects portal, or if you no longer want to sync projects with your Zoho Books organization, you can delete the existing integration.

Once you delete the integration, the projects that were synced from Zoho Projects will be available as standalone projects in the Projects module of Zoho Books.

Warning: You can re-enable the integration only with the Zoho Projects portal that was previously connected.

To delete the integration with Zoho Projects:

The integration with the respective Zoho Projects portal will be deleted.

Troubleshooting

Errors Why did it happen? How do you resolve it?
Projects could not be fetched. The projects were not associated with the primary client. 1. Ensure that the projects created in Zoho Projects are associated with the primary client.
2. Check if the primary client already exists in Zoho Books with a different currency, and try changing the currency if necessary.
Timesheets could not be fetched. Case 1:

The timesheets will not be fetched if:

1. They are not Billable.
2. They are not approved in Zoho Projects yet.
3. They belong to projects that are not associated with a primary client.

Case 2:

The timesheet’s related tasks or projects could not be fetched.
Ensure that the timesheets are billable, approved, and associated with projects that have a primary client.
Tasks could not be fetched. The task’s related projects could not be fetched. 1. Ensure that the related projects are associated with the primary client.
2. Verify whether the primary client already exists in Zoho Books with a different currency, and try changing it if necessary.
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