Zoho Billing

Choose App and Service : 

• Select Zoho Billing from the list of applications. 

• Select Service. 

Zoho Billing Configuration 

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

• If ZohoBilling 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

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 

• 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 Billing.

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

• Select service as Synchronize

• Select the business.

• Select the Object.

• Enter the max results.

Synchronize settings:

Synchronization Keys: 

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

Conflict Resolution: 

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

1. Zoho Billing Wins

2. Sheet Wins

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. 

• Select Google Sheet Wins.

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

• You can edit the sheet data (if you do not have data follow the steps mentioned in Zoho Billing wins section)

• Click on Execute.