Zoho Billing

Google Sheets + Zoho Billing Integration

Query from Zoho Billing  into Google Sheets

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 Billing?

Zoho Billing is a cloud-based recurring billing and subscription solution designed to handle every aspect of your Billing-based business. 

Zoho Billing to Google Sheets: Use Case(s)

> Pull data from Zoho Billing objects and store it into a spreadsheet - Query

Zoho Billing

Sheet Director

Google Sheet

Demo Video: Integrate Google Sheets and Zoho Billing to pull and push data

Setting Up Zoho Billing in Sheet Director

Choose App and Service : 

Zoho Billing Configuration 

Zoho Billing to Google Sheet - Query

Filters & Sorting

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho Billing - Post

Entity

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) 

Mapping

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

Synchronize Objects in Zoho Billing

Synchronize settings:

Synchronization Keys: 

The keys will be used for matching rows in Google Sheet with data in Zoho Billing. 

Conflict Resolution: 

Zoho Billing Wins: The latest data from Zoho Billing will be updated into Google Sheet. 

Sheet Wins: The latest data from Google Sheet will be updated into Zoho Billing. 

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 Billing Wins




Sample Output


Google Sheet Wins