Zoho Invoice

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

What is Sheet Director?

Sheet Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Zoho Invoice?

Zoho Invoice is GST compliant invoicing software that helps you craft professional invoices, automatically send payment reminders, and get paid faster online.

Zoho Invoice to Google Sheets: Use Case(s)

> Pull data from Zoho Invoice objects and present it into a Google Sheets.

> Push data from Google sheet to Zoho Invoice.

Zoho Invoice

Sheet Director

Google Sheets

Setting Up Zoho Invoice in Sheet Director

Choose App and Service :

  • Select Zoho Invoice from the list of applications.

  • Select Service.

Zoho Invoice Configuration

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

Zoho Invoice to Google Sheet - Query

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

  • Select the required fields.

  • Click on '+' button below Filter(s) to add filter.

  • Click on '+' button below Sort By to add sorting.

  • Select the maximum result that is required.

  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

Sample Output

Google Sheet to Zoho Invoice- 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 Invoice

Sample Output

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