Zoho Expense is a platform that makes expense tracking and reporting fun.
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.Office 365 Integrations
Zoho Expense + Office 365Send Email in Office 365 when New Organization is created in Zoho Expense Read More...
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It's easy to connect Zoho Expense + Office 365 without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Triggers once you add a new calendar.
Triggers when a new contact is added to your account
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Creates a new contact.
Create an event in the calendar of your choice.
Send an email from your Outlook account.
Zoho Expense is a free online accounting software that enables users to monitor their expenses, pay bills, generate reports, and create invoices. It comes with the option to store data via cloud so you don’t have to worry about losing your data.
Office 365 is a suite of online services that enable users to work on documents together, share information, communicate with other people, and more. It comes with the option to store data via cloud so you don’t have to worry about losing your data.
For both versions of Zoho Expense (online and mobile), users can integrate Zoho Expense with Microsoft Office 365 to make it easier for users to share data between the two platforms. Users can also use the integration feature to send expenses entered into Zoho Expense directly to Outlook. The steps below will guide you on how to integrate Zoho Expense with Office 365:
Step 1. To start integrating Zoho Expense with Office 365, you first need to log in to your Zoho account. You can do so by using this link.
Step 2. Once you’re logged in, click on the “Integrations” button at the top of your screen. Then, click on the “Microsoft Office 365” button at the top of the page. This will open the Microsoft Office 365 page where you can then choose which Office 365 service you would like to integrate Zoho Expense with. For this example, we will choose Outlook.
Step 3. On the Microsoft Office 365 page, scrpl down until you see the “Outlook” section. There, you should see an option titled “Manage Zoho Expense and Microsoft Office 365 integration”. Click on the option and it will take you to a new page where you can add your Office 365 email address and password.
Step 4. Once you enter your Office 365 email address and password, click on the “Save Changes” button at the bottom of the page. You will then be taken back to the Microsoft Office 365 page where the status of the integration should now be listed as “Connected”.
You can also test whether or not the integration is working correctly by clicking on the “Try it out!” button on the Microsoft Office 365 page. When prompted, enter a valid expense amount and select “Office 365” from the drop-down menu. Once you click on the “Add” button, you should see a new entry in your list of expenses. If you go back to your inbox and open Outlook, you should also see the new expense in the list there as well. You can repeat this process multiple times to add multiple expenses at once. If you decide that you no longer wish to integrate Zoho Expense and Outlook, simply click on “Manage Zoho Expense and Microsoft Office 365 integration” in Step 3 above and click on the “Disconnect” button.
The integration feature allows users to have a complete picture of their business transactions when using both platforms together. It makes it easier for users to keep track of expenses and keep their finances organized. The integration feature also reduces time spent by helping users export data from Zoho Expense directly into Outlook with just one click.
The process to integrate Zoho Expense and Office 365 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.