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SharePoint + Zoho Invoice Integrations

Syncing SharePoint with Zoho Invoice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

Zoho Invoice Integrations
Connect SharePoint + Zoho Invoice in easier way

It's easy to connect SharePoint + Zoho Invoice without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

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How SharePoint & Zoho Invoice Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Invoice as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SharePoint to Zoho Invoice.

    (2 minutes)

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

Integration of SharePoint and Zoho Invoice

SharePoint

Microsoft SharePoint is a web-based application that allows you to create and organize files and information. It also provides a place that you can exchange ideas and communicate with other members of your organization. SharePoint comes in two flavors. SharePoint Foundation and SharePoint Server. SharePoint Foundation is an online service, while SharePoint Server is a downloadable version of the product.

Microsoft SharePoint is a web-based application that allows you to create and organize files and information. It also provides a place that you can exchange ideas and communicate with other members of your organization. SharePoint comes in two flavors. SharePoint Foundation and SharePoint Server. SharePoint Foundation is an online service, while SharePoint Server is a downloadable version of the product.

Zoho Invoice

Zoho Invoice is an invoice management application for small businesses. The software provides an easy way to create professional invoices, track payments and organize your business finances. Zoho Invoice also offers a mobile app for Android devices, providing you with the flexibility to manage your business from anywhere at any time.

Integration of SharePoint and Zoho Invoice

This section will cover how to integrate SharePoint and Zoho Invoice.

Before integrating, you need to have both products installed on your PC or Mac computer. The first step is to sign up for a free account with both products. You are then able to link the accounts by fplowing the steps below:

Sign in to your Zoho Invoice account, select the Settings menu option, then click on the Integrations tab. Choose the Microsoft SharePoint option, click Link Now and fplow the prompts. When linking accounts has been completed, you will be prompted to enter your Microsoft Office 365 credentials to authorize the integration between Zoho Invoice and Microsoft Office 365. After entering the credentials, click Save. Your accounts are now linked!

After these steps have been completed, you’re ready to start using Zoho Invoice with your SharePoint files! Here’s how it works:

Create a new invoice in Zoho Invoice by going to the Create New page by selecting Billing/Invoices from the left side navigation menu. Select the Create a New Invoice option from the page header and complete all of the necessary information about your invoice, such as client name, invoice amount, payment terms and item descriptions. Once all of this information has been entered, select Save from the top right corner of the page. Select the Microsoft SharePoint option from the list of integrations in Zoho Invoice by going to Settings > Integrations > Microsoft SharePoint. Alternatively, you can access this link directly by clicking on “Integrate with Microsoft SharePoint” at the bottom of the “Integration Setting” screen in Zoho Invoice. You may need to scrpl down to see this option. Click on Start Setup to begin linking your accounts. On the next screen, enter your Office 365 username and password and then click Next. If you do not have an Office 365 account already, click on Register Now to register for one. On this screen, you will have the option to choose which Office 365 services you would like to use with Zoho Invoice. Once you have selected all of the desired services and clicked Next, you will receive a security code via text message or email from Microsoft Office 365 that you will need to enter on the next screen. Please note that if you do not receive this security code within five minutes of completing the previous step, please contact Microsoft Support at [email protected] . Once this security code has been entered, click Next. If everything checks out then you will see a message stating that “You have successfully connected Microsoft Office 365 with Zoho Invoice” along with confirmation that your account is now integrated with Microsoft Office 365. You will also be given some helpful links on how to use this integration as well as a link that will allow you to disconnect this account if desired at a later time. From here you can go back to Zoho Invoice by clicking Close or select Add Items from Zoho Invoice from the Home tab on the Ribbon in Microsoft Excel. Fplow either link and once on the Add Items page, select “Add items from Zoho Invoice” then click Next. You will be shown all of your previously created invoices that are included in this integration as well as how many items have been added already today by selecting “Show me all invoices” or select specific invoices by checking or unchecking the check boxes next to each one and then click Next when finished. On this screen, it will ask if you would like to review invoice items before they are imported into Microsoft Excel or if you would like to skip this step and just import them automatically into Excel. You can also choose what fpder you would like these files to be imported into or if you would like them placed in a specific fpder once they have been imported into Excel by selecting File Fpder Location on this screen. Make any changes needed and then click Next. The final screen gives you a summary of all of the information regarding this integration and what fpder it will place these files in when importing them into Excel as well as any additional information about using these links from within Excel. Once finished reviewing all of this information, click Finish (or Skip This Step if you wish. to complete setup for Microsoft Office 365 integration with Zoho Invoice. A new browser window will open automatically with instructions on how to add items from Zoho Invoice into Excel using Power Query for Excel 2016 or PowerPivot for Excel 2013 or 2012 . While viewing these instructions select Next until complete and then close out of the browser window once done viewing these instructions so that you can continue adding your Zoho Invoice items into Excel using Power Query or PowerPivot if desired. Additionally, click Close after closing out of this browser window once done viewing these instructions so that you can return back to the Add Items screen in Zoho Invoice where you can continue adding items manually into Excel or add more items by repeating this process again if desired at a later time. This process is now complete! All newly created invoices will now automatically be added into Microsoft Excel along with any additional items needed as part of this integration such as payment receipts, purchase orders and expense reports!

Benefits of Integration of SharePoint and Zoho Invoice

Benefits include:

The process to integrate SharePoint and Zoho Invoice 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am