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.
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
Zoho Books + MailChimpAdd New Zoho Books Contacts to a List on MailChimp Read More...
Zoho Books + SlackPost direct messages to a Slack channel with new invoices from Zoho Books Read More...
Zoho Books + Google SheetsCreate Google Sheets rows for new Zoho Books contacts Read More...
Google Sheets + Zoho BooksMake Zoho Books Contacts from new rows on Google Sheets Read More...
It's easy to connect Zoho Books + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new User. You will need to have the Users module installed.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
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:
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:
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:
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.