Zoho Books

Google Sheets + ZohoBooks Integration

Query from ZohoBooks into Google Sheets or Post data from Google Sheets into ZohoBooks

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc. 

It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is ZohoBooks?

Zoho Books is all-inclusive accounting software that helps you manage your receivables and payables, get tax-ready, collaborate with employees, automate your workflows, and keep an eye on your financials 

Zoho Books to Google Sheets: Use Case(s)

> Pull data from ZohoBooks objects and present it into a Google Sheets - Query

> Push data from Google sheet to Zoho Books - Post

Zoho Books

Query or Post with ZohoBooks

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Zoho Books?

Setting Up Zoho Books in Sheet Director

Choose App and Service : 

Zoho Books Configuration

Zoho Books to Google Sheet - Query

Filters & Sorting

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho Books - Post


Source Sheet 

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side) 


Adding Line Items

Sample Output

It will show the count of number of records posted successfully and failed to post. 

Google Sheet to Zoho Books- Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Zoho Books.

Conflict Resolution: 

Zoho Books Wins: Latest data from Zoho Books will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Zoho Books.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Zoho Books Wins

Sample Output

Google Sheet Wins

Sample Output