How to Integrate Zoho Books with Zoho Projects
Set Up the Integration
Prerequisite: You must be an admin in both your Zoho Books and Zoho Projects accounts.
Generate your ZSC Key
Before you set up the integration, you’d need to obtain the email address and ZSC key that’s associated with your project’s account. To do so, go to your Zoho Projects account and follow these steps:
- Go to Zoho Projects > Setup > Integrations > Developer Space.
- Navigate to the ZSC Key tab under Developer Space and copy the ZSC key and email ID.
Integrate with Zoho Projects
Once you’ve generated the ZSC Key, you will be able to set up the integration from your Zoho Books organization:
- Go to Zoho Books > Settings > Integrations > Zoho Apps.
- Click Connect next to Zoho Projects to begin the setup.
- Click Connect again from the integration dashboard.
- Enter the Email ID and the ZSC key that you copied from Zoho Projects and click Next.
- Select a portal that you’d like to connect with Zoho Books from the dropdown.
- Select the modules that you’d like to sync:
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- Projects: The Projects module is fetched by default. However, only the projects that are associated with a primary client will be fetched. Any tasks or bugs associated with these projects will be fetched as well.
- Timesheet: Select this module to fetch all your billable and approved timesheets from Zoho Projects. All users associated with these projects will be fetched as well. Users from Zoho Projects, who aren’t a part of your Zoho Books organization will be added as inactive users.
- If you’ve been using a different accounting software, you can select a date before which, your timesheets from Zoho Projects will be marked as Invoiced. The timesheets on or after the selected date will be marked as Unbilled in Zoho Books.
- You can choose the second option to import all your timesheets as Unbilled.
- Click Sync Now.
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