Zoho Books Setup for Contact Based Portal

Zoho Books Setup for Contact Based Portal

Books:

  • Please ensure that Zoho Books and Zoho CRM are integrated.

  • In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Finance (if you have Zoho One subscription) or Zoho Books. The options will be to Setup Now or Manage.

  • For a contact based portal, you need to choose either the 'Contacts' or 'Accounts and their Contacts' synchronization option in the settings for CRM-Books integration.

  • If you do not use the Accounts module in the CRM, i.e none of your contacts have an account, then associate the Zoho Finance contacts with the CRM Contacts module.

 

 

 

  • If you have a hybrid setup where a few of your Contacts have Accounts associated with them, then use the 'Accounts  & their Contacts' option. Make sure to check the 'Include contacts which are not associated to any account' option.

 

 

Back in the portal, navigate to Zoho API Settings > Books

 

  • Enable 'Activate Books Integration'

 

  • Follow the instructions and click on 'Authorize Zoho Books'

 

 

For customizing the Books tab for the front end user, navigate to Customization > Zoho Books and enable the modules you would like to display on the front end.

 

 

 

 

 

 

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