![]() Now, you can view a list of all the errors that occurred in the Error Details page. Go to Settings > Integrations > Zoho Apps > Show Details.In case something went wrong during the sync, you can view the Error Summary, which contains a module-wise list of all the errors that occurred, along with a reason for their occurrence. ![]() You can also update your Contact Duplication preferences here. Insight: In case you’ve changed any of your credentials for your Zoho Projects account, you can update them by clicking Update Credentials in the integrations page. ![]() Now, your Zoho Books organization has been connected with your portal in Zoho Projects. You can choose the second option to import all your timesheets as Unbilled. The timesheets on or after the selected date will be marked as Unbilled in Zoho Books. 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. Users from Zoho Projects, who aren’t a part of your Zoho Books organization will be added as inactive users. 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. Any tasks or bugs associated with these projects will be fetched as well. However, only the projects that are associated with a primary client will be fetched. Projects: The Projects module is fetched by default. Select the modules that you’d like to sync: Select a portal that you’d like to connect with Zoho Books from the dropdown.Enter the Email ID and the ZSC key that you copied from Zoho Projects and click Next.Click Connect again from the integration dashboard.Click Connect next to Zoho Projects to begin the setup.Go to Zoho Books > Settings > Integrations > Zoho Apps.Once you’ve generated the ZSC Key, you will be able to set up the integration from your Zoho Books organization: Navigate to the ZSC Key tab under Developer Space and copy the ZSC key and email ID.Go to Zoho Projects > Setup > Integrations > Developer Space.To do so, go to your Zoho Projects account and follow these steps: Prerequisite: You must be an admin in both your Zoho Books and Zoho Projects accounts.īefore you setup the integration, you’d need to obtain the email address and ZSC key that’s associated with your projects account. Fetch Tasks, Users and Bugs that are associated with your projects.Fetch Timesheets and Contacts from Zoho Projects to Zoho Books.Create and send various transactions in Zoho Books for your projects in Zoho Projects. These transactions include: Invoices, Quotes, Expenses, Recurring Expenses and Recurring Invoices.If you’ve enabled the integration before 22 October 2018, you can migrate to the new integration or head over to the help document for the old integration. ![]() Note: You’re viewing the help document for the enhanced Zoho Books - Zoho Projects integration. Record Transactions For Customers/Vendors. ![]()
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