Integrate Zoho Books with 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:

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.

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:

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.

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

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