Zoho Invoice

Google Sheets + Zoho Invoice Integration

Query from Zoho Invoice into Google Sheets or Post data from Google Sheets into Zoho Invoice

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 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 - Query

> Push data from Google sheet to Zoho Invoice - Post

Zoho Invoice

Sheet Director

Google Sheets

Setting Up Zoho Invoice in Sheet Director

Choose App and Service : 

Zoho Invoice Configuration 

Zoho Invoice to Google Sheet - Query

Filters & Sorting

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho Invoice - 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 Invoice - Sync

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution: 

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.

Zoho Invoice Wins

Sample Output

Google Sheet Wins

Sample Output