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Zoho Books + Odoo ERP Self Hosted Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Odoo ERP Self Hosted

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best Zoho Books and Odoo ERP Self Hosted Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Zoho Books Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Books New Spreadsheet Row
     
    Then do this...
    Zoho Books Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Zoho Books Zoho Books

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zoho Books {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zoho Books + Odoo ERP Self Hosted in easier way

It's easy to connect Zoho Books + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

How Zoho Books & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Zoho Books as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho Books with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo ERP Self Hosted as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Odoo ERP Self Hosted with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho Books and Odoo ERP Self Hosted

We are all aware of the benefits of using cloud services and hosted software. All these services eliminate the need to install the software on your own server, run the service on your own servers, and maintain that infrastructure. Also, you are not burdened with the costs of maintaining all these things. In short, it is a convenient option for anyone who wishes to make a business out of their idea or just wants to use some software without any hassle.

In this article, I will be discussing about two cloud services. Zoho Books and Odoo Self Hosted. Both these services offer an ERP spution but they have different features. Odoo ERP Self Hosted is a free open source application whereas Zoho Books is a paid spution.

Zoho Books is a cloud accounting spution which allows you to manage your finances online. It is multi-currency capable, multi-language capable and multi-user compatible. It has an integrated document management system which allows you to store important information like invoices, bills, sales receipts, etc. It synchronizes with Google Drive, Dropbox, etc. Basically, it is not an ERP spution but an accounting spution.

Odoo Self Hosted is an open source ERP spution which can be hosted on your own server. It offers the same features as Zoho Books does and also offers many other features too. You can even opt for a paid module called Odoo Professional Services (OPS. which includes a team of developers who will help you customize your software according to your needs.

The integration between Zoho Books and Odoo Self Hosted is simple if you are familiar with Odoo Self Hosted. If you know how to use Odoo Self Hosted, then all you need to do is get a Zoho API key from Zoho and connect Odoo Self Hosted to Zoho Books. This can be done in a few minutes and it does not require any technical knowledge of programming.

Integration between Zoho Books and Odoo Self Hosted can be done in three steps:

Step 1. Get Your Zoho API Key

Please refer to the link below for instructions on how to get your Zoho API Key:

https://www.zohobooks.com/help/api-key-for-integrating-expenses/

Step 2. Create a New Connection in Odoo Self Hosted

To create a new connection in Odoo Self Hosted, go to “Settings” -> “Connections” -> “Add new connection”. Refer to the link below for instructions on how to make a new connection:

https://www.odoo.com/documentation/9.0/admin_configuration/configuration_8/coding_9.html#section-connecting-to-external-applications-and-services-5

Step 3. Link Accounts in Odoo Self Hosted with Zoho Books Account

Once you have set up the connection in Step 2 above, you will see accounts in Odoo Self Hosted such as bank accounts, vendors accounts, customers accounts, etc. These accounts can be linked to Zoho Books accounts by fplowing the instructions below:

  • Go to “Settings” -> “Financial Accounting” -> “Accounts” -> “Manage accounts” -> “Link existing accounts” -> Click on “Link account” button.
  • From the drop down menu, select “Zoho” and then click on “Continue”.
  • Enter your Zoho API Key and click on “Save” button.
  • Now go to the General Ledger section in Odoo Self Hosted, you will find the expenses and incomes from Zoho Books are being imported automatically into Odoo Self Hosted.
  • To view expenses and incomes from Zoho Books in the General Ledger section, you need to enable both income and expense accounts in the chart of accounts in Odoo Self Hosted.
  • You can now export financial reports from Odoo Self Hosted which will include income and expenses from Zoho Books too. The general ledger section will look something like the image below from now on.
  • You have now successfully integrated Zoho Books with Odoo ERP Self Hosted. This makes it easy for you to manage your finances online with very little effort required from your end. It will also give you a peace of mind because you don’t have to worry about hosting anything yourself or maintaining anything manually or paying any maintenance costs or installing any software on your own server. You just pay once for the subscription fee for Zoho Books and you are good to go!

    If you are interested in integrating other applications with Odoo ERP Self Hosted, then please visit https://www.odoo.com/apps/directory?filter=erp&sort=trending at any time to see what applications can be integrated with Odoo ERP Self Hosted!

    The process to integrate Zoho Books and Odoo ERP Self Hosted 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.