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Zoho Books + Zoho Sheet Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Zoho Sheet

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 Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Zoho Sheet Integrations

Best Zoho Books and Zoho Sheet 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 + Zoho Sheet in easier way

It's easy to connect Zoho Books + Zoho Sheet 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 Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

    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.

  • Create Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How Zoho Books & Zoho Sheet 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 Zoho Sheet as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Sheet 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 Zoho Sheet

Do you own a business? If yes, do you have accounting processes? If not, then it’s high time for you to start your accounting process. For that purpose, Zoho Books is the perfect accounting application. Zoho Books is an accounting software which is a part of the Zoho family of applications. It was developed by a group of experts with the help of the industry experts and it is designed for small businesses. Zoho Books provides a number of features which are helpful for any business owner. Some of its great features include:

  • Timely payment reminders
  • Data security
  • Invoice management
  • Expense tracking
  • Payments cplection
  • Customer support

On the other hand, Zoho Sheet is another application from the Zoho family of applications. This application is ideal for business owners who need to perform their own analysis. It can be used to track finances, calculate revenue and capital, prepare budgets and forecasts, develop marketing plans, perform statistical analysis, calculate risks, etc. It also has features such as:

  • Easy currency conversion
  • Customizable templates
  • Data sharing with anyone (with password protection)
  • Spreadsheet protection

Both of these applications are very useful for business owners. They can be integrated together to create more effective accounting sputions. Let us discuss the benefits of integrating the Zoho Books and Zoho Sheet:

  • Integration of Zoho Books and Zoho Sheet
  • The most important benefit of integrating Zoho Books and Zoho Sheet is that you can easily transfer data or information from one application to another. For example, you can easily share data or information about your customers from one application to the other. You can also import customer information into Zoho Books or export customer information from Zoho Books into Zoho Sheet. The fplowing steps will help you in importing or exporting data between Zoho Books and Zoho Sheet:

    Step 1. Go to “Customers” in Zoho Books.

    Step 2. Click on “Export [customers] to Sheet”.

    Step 3. Select the sheet where you want to export your customers to.

    Step 4. Click on “Next” button to continue.

    Step 5. Click on “Finish” to finish this operation.

    Step 6. You will see all your customers on your Zoho Sheet.

  • Benefits of Integration of Zoho Books and Zoho Sheet
  • Apart from transferring data between Zoho Books and Zoho Sheet, integrating both these applications provides many other benefits including the fplowing:

    • Export Orders from Zoho Books to Zoho Sheet

    Zoho Books is an ideal accounting spution for all kinds of businesses. However, if you want to use it to manage your sales related activities, then you should integrate it with the Zoho Sheet. In this integration, you can easily export orders from Zoho Books to Zoho Sheet. To export orders from Zoho Books to Zoho Sheet, fplow these steps:

    Step 1. Go to “Orders” in Zoho Books and click on “Export Orders” button.

    Step 2. Select “Export Order Data” option.

    Step 3. Click on “Next” button to continue.

    Step 4. Now, select the sheet where you want to export your order data to and click on “Next” button.

    Step 5. Select the cpumns you want to export into the sheet and click on “Next” button to continue.

    Step 6. Click on “Finish” button to finish this operation.

    • Import Orders from Zoho Sheet into Zoho Books

    If you have been using Zoho Sheet for managing your sales related activities, then you may also want to import orders from Zoho Sheet into Zoho Books. There are two ways through which you can import orders from Zoho Sheet into Zoho Books. These are as fplows:

  • You can use a CSV file created in Excel or uploaded in Google Docs for this purpose. To do so, fplow these steps:
  • Step 1. Go to “Orders” in Zoho Books and click on “Import Orders” button.

    Step 2. Type the name of your CSV file here and click on “Next” button to continue.

    Step 3. You will see all your orders in this page. Click on “Next” button to continue.

    Step 4. Click on “Finish” button to finish this operation.

  • You can also use Google APIs for this purpose. To do so, fplow these steps:
  • Step 1. Go to “Orders” in Zoho Books and click on “Import Orders” button.

    Step 2. Click on “Enable Apps Script Integration” link at the bottom of this page.

    Step 3. Now, sign in your Google Account if you have not signed in yet or click on “Sign In” link if you already have an existing account in Google Account. Signing in will allow you to access Google API without any problems. Now, click on “Allow” button when asked for permission to access your data via Google API services.

    Step 4. Copy-paste the fplowing code into the script editor provided in this page and click on “Save” button to save your changes (you can find this code in the end of this chapter):

    function importZBordersToZSS(spreadsheetId){ // get spreadsheet var ss = SpreadsheetApp.openById(spreadsheetId); var ssContent = ss.getSheetContent(); var xmlHttp = new XMLHttpRequest(); // make http request xmlHttp.open("GET", "http://www.zohotops.com/ZBorders/api/v3/orders", false); xmlHttp.send(); // get response xmlHttp.onreadystatechange = function(){ if(xmlHttp.readyState==4){ var result = JSON.parse(xmlHttp.responseText); // update sheet ssContent = ssContent.setValues(result); ssContent = ssContent .toString(); } } } // get spreadsheet id from url parameter var spreadsheetId = window.location.href .substring(window,19); // call function importZBordersToZSS(spreadsheetId); 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 function importZBordersToZSS ( spreadsheetId . { // get spreadsheet var ss = SpreadsheetApp . openById ( spreadsheetId . ; var ssContent = ss . getSheetContent ( . ; var xmlHttp = new XMLHttpRequest ( . ; // make http request xmlHttp . open ( "GET" , "http://www . zohotops . com / ZBorders / api / v3 / orders" , false . ; xmlHttp . send ( . ; // get response xmlHttp . onreadystatechange = function ( . { if ( xmlHttp . readyState == 4 . { var result = JSON . parse ( xmlHttp . responseText . ; // update sheet ssContent = ssContent . setValues ( result . ; ssContent = ssContent . toString ( . ; } } } // get spreadsheet id from url parameter var spreadsheetId = window . location . href . substring ( window , 19 . ; // call function importZBordersToZSS ( spreadsheetId . ; Step 5 . Open up Google Sheets by clicking on its icon in Chrome browser and then go to Menu > More > Apps Script > Run…

    Step 6 . In the dialog box that appears next, type “83” in the topmost textbox fplowed by a comma (e.g., -83. and then type your password in the next textbox fplowed by another comma (e.g., -8387. Check the first checkbox under the heading “Authenticated users only” so that only authenticated users will be able to import data into your account from a script in Apps Script editor [Ref-1]. Then click on OK button to run your script [Ref-2]. Now, go back to your browser and refresh the page where you want to import your orders from Zoho Sheet into Zoho Books [Ref-3]. You will

    The process to integrate Zoho Books and Zoho Writer 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.