Zoho Books + Zoho Sheet Integrations
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About Zoho Sheet
Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.
Zoho Sheet IntegrationsBest ways to Integrate Zoho Books + Zoho Sheet
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Zoho Books + Zoho Sheet
Create Worksheet to Zoho Sheet from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Worksheet
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When this happens...
New Item
Then do this...
Create Row
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Zoho Books + Zoho Sheet
Delete Row in Zoho Sheet when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Delete Row
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Zoho Books + Zoho Sheet
Search and Delete Row in Zoho Sheet when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Search and Delete Row
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Zoho Books + Zoho Sheet
Search and Update Row in Zoho Sheet when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Search and Update Row
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Zoho Sheet without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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New Row
Triggers when a new row is created in a specified worksheet.
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New Workbook
Triggers when a new workbook is created.
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New Worksheet
Triggers when a new worksheet is created in a specified workbook.
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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.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Create Row
Creates a new row in the specified worksheet.
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Create Worksheet
Creates a new worksheet in the specified workbook.
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Delete Row
Deletes a particular row based on its index.
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Search Row
Searches for a row/record in the specified worksheet based on some criteria.
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Search and Delete Row
Searches and then deletes a row based on some criteria
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Search and Update Row
Searches and then updates a row based on some criteria.
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Update Row
Updates a particular row based on its index.
How Zoho Books & Zoho Sheet Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Sheet as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Zoho Sheet.
(2 minutes)
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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:
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
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.
