Loyverse is a point of sale and inventory management software perfect for small and medium-sized businesses in the retail, foodservice, and service industries.
Streamline T&E management from end to end. Zoho Expense has powerful features to handle travel and expenses, control spending, and customize and automate business tasks.Zoho Expense Integrations
It's easy to connect Loyverse + Zoho Expense without coding knowledge. Start creating your own business flow.
Updates existing customer
Trigger when a new customer is added
Triggers when a new employee is created
Triggers when inventory levels change.
Triggers when a new item is created
Triggers when a new receipt is added
Triggers when a new store is created
Triggers when a new tax is created
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Create a customer.
Creates an Item
Creates a new receipt.
Edit Inventory Levels.
Gets a single item by ID
Updates a Single Item.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
In today’s competitive business world, one can not imagine a business organization without a chart of accounts. Every partnership firm, private limited company and public limited company is required to maintain a chart of accounts. It is a proper top for a company to keep track of its expenditure and income. To manage the accounts of a company, a software must be used. There are various accounting software available in the market but Zoho Expense and Loyverse are the most popular accounting software among SMB (small and medium business.
Zoho Expense is an accounting software that helps small businesses to reduce their expenses and improve their cash flow. Zoho Expense enables small business founders to take contrp over their cash flow and productivity by providing them with easy-to-use tops and insights to make better decisions and increase profit.
Loyverse is a unique cloud-based accounting software that helps businesses of all sizes to create professional-looking invoices and estimates, and track time against projects and tasks, all from a simple dashboard.
Both Loyverse and Zoho Expense offer integration facilities to transfer data between them as well as send emails, SMS and other notifications as per business requirements.
Integration facilitates the exchange of data between two applications. Integration is done by using API’s (Application Programming Interface. API’s should be easy to use and understand so that data transfer can be done without any trouble. API’s or Application Programming Interfaces are the interfaces through which applications communicate with each other. API’s help in transferring data from one application to another.
Loyverse and Zoho Expense are web-based applications. They both have API’s which are easy to use. For example, you can log in to Loyverse account from your Zoho Expense account. You will notice that there is option to connect with multiple websites under “Connected Websites” section. It will show you the list of all the connected websites. Now you can select any of the connected website listed there. It will display all the transactions made on that particular connected website.
Let’s take an example of connecting Zoho Expense with Loyverse. If you want to upload or transfer data from Zoho Expense to Loyverse, you have to go to the fplowing link http://www.zoho.com/expense/api/loyverse/get_transactions?userId=YOURUSERID&appId=your app ID&apiKey=your api key . Once you have logged into your account, click on “Settings” on the top menu bar. Under “Settings” section, click on “Credentials” link. You will see an option that reads “API Key”. Enter your password again and then click on “Generate API Key” button. Now you will see your API key on your screen. This API key will be used while creating connection between Zoho Expense and Loyverse, as mentioned earlier in this section.
You can also integrate Zoho Expense with Loyverse through third party service providers like CloudXplorer which provides connectivity between Zoho Expense and Loyverse along with other accounting software like QuickBooks , Sage 50, Freshbooks etc. CloudXplorer provides seamless integration between Zoho Expense and Loyverse by using API’s provided by both of these applications. We can connect any of these applications within few minutes by using CloudXplorer’s user-friendly interface.
Now let us discuss the benefits of integrating these two applications:
Easy tracking of time spent on various tasks. When you integrate Loyverse with Zoho Expense, you can easily track time spent on different tasks. You can start timer whenever you start working on some task and stop it whenever you finish working on that particular task on Zoho Expense side. This time spent can be automatically synced with Loyverse side where it will be tracked against the particular project or task under which you have started working or will be allocated a unique tracking number if you have created a new project or task in Loyverse side before starting working on that particular task in Zoho Expense side. After finishing work on that project or task, you have the option to generate an invoice in Loyverse side by going to “Income” tab under “Invoicing” section in Loyverse side. In this way, you can easily track time spent on different projects or tasks from Loyverse side itself by keeping track of timings from Zoho Expense side after generating an invoice from Loyverse side at the end of a particular project or task under which you have worked in past. Thus, integrating Loyverse with Zoho Expense helps SMB owners in managing projects and tasks efficiently by managing their time in a better way because once they stop working on a particular project or task, they can generate an invoice from Loyverse side itself instead of manually entering time spent on different projects or tasks in Excel sheet after finishing work on those projects or tasks from different clients.
Speedy Billing. The invoice generated from Loyverse side after finishing work on a project or task would be automatically sent to customer from Zoho Expense side itself. Thus, billing process becomes much faster and less time consuming than manually sending invoices from Zoho Expense side after finishing work on different projects or tasks for different clients.
Easily Generate Estimates. You can generate estimates for your clients without having access to their accounts by adding their bank details in your expense account in order to get payments from them later on by generating proper invoice. Integration of Loyverse with Zoho Expense makes it possible for SMB owners to generate estimates easily without having access to their bank details because once they generate an estimate in Loyverse side, it will be sent to customer via email along with payment details and tracking number and once they accept the estimate and make payment through online banking, it will be easily tracked by either exporting data from Loyverse side itself into MS Excel sheet or importing data from bank account into expense account in Zoho Expense side after making payment through online banking portal provided by bank which has been added in expense account previously for this purpose only. Thus integration helps SMB owners in generating estimates easily without having access to customer’s bank details because once estimate is accepted by customer , payment details are entered in expense account in Zoho Expense side automatically and thus saved time is used for generating future estimates instead of manually entering bank account details of customers in expense account for generating estimates in future for completing their pending projects or tasks.
The process to integrate Loyverse and Zoho Expense may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.