Zoho Books

Zoho Books to Google Sheets: Query from ZohoBooks into Google Sheets or Post data from Google Sheets into ZohoBooks using Sheet Director.

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.

> Push data from Google sheet to Zoho Books.

Zoho Books

Query or Post with ZohoBooks

Sheet Director

Google Sheets

Setting Up Zoho Books in Sheet Director

Choose App and Service :

  • Select Zoho Books from the list of applications.

  • Select Service.

Zoho Books Configuration

  • Click on connect to Zoho Books to connect to Zoho Books so that you can pull data.

Zoho Books to Google Sheet - Query

  • If Zoho Books is connected successfully the following screen appears.

  • Select the required fields.

Filters & Sorting

  • Configure Filter and Sort by to filter and sort the executed data.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click on execute to pull the data into sheet.

  • Click save to save the service.

Sample Output

Google Sheet to Zoho Books - Post

Entity

  • Select the business you want.

  • Select the entity object that you need to post to.

  • Select Apply Template or Setup Manually.

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value.

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

  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

Adding Line Items

  • Click on '+Add Item' button for adding single line item object.

  • If you want to add more line item you can click '+Add Item' once again.

  • Click on delete button for deleting item object.

  • Intelligent Mapping is not supported for Items. You need to manually select the column field.

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields

  • Click on execute will ask for confirmation

  • Click save to save the service

  • It will show number of records ready to post

  • Click post now to post the records on Zoho Books.

Sample Output

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