Zoho Invoice

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. 

• If Zoho Invoice 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.

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

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

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution: 

• When Synchronization happens, there could be a conflict of data between Google Sheets and Zoho Invoice.

1. Zoho Invoice Wins

2. Google Sheet Wins

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

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

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.

• The number of records that are ready to be synchronized will be shown.

• It will also show all the data that are ready to be updated.

• Also, the number of data that needs to be updated into Zoho Invoice will also be updated.

• Click on Sync Now to sync all the data and update it into Google Sheets.

• Click on the Refresh icon to refresh the data.

• Select Google Sheet Wins.

• The latest updated data from Google Sheet will be updated into Zoho Invoice.

• The number of records that are ready to be synchronized will be shown.

• It will also show all the data that are ready to be updated.

• Also, the number of data that needs to be updated into Zoho Invoice will also be updated.

• Click on Sync Now to sync all the data and update it into Google Sheets.

• Click on the Refresh icon to refresh the data.

Sample Output

• The Status column in the Google Sheets shows the status of the data.

• The newly updated data will be marked as Synced Successfully.

• The old data that already exists will be marked as Already Synchronized.