Category: Zoho Books

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Webhooks: Refresh Your Zoho Data in Google Sheets the Moment Something Changes

Scheduled refreshes are great — until a deal closes two minutes after the last run. Our newest feature removes the wait: both G-Integrator for Zoho CRM and G-Integrator for Zoho Books now support webhooks. A webhook is a secret, token-protected URL for your spreadsheet. Any system that can make an HTTP request can call it, and G-Integrator re-runs your saved query templates and writes fresh Zoho data back into your sheet — within seconds.

Why webhooks?

Until now, you had two ways to update a sheet: click the add-on menu or wait for a scheduled workflow. Webhooks add a third, event-driven option. The moment something happens in your CRM or your books, the system that saw it first can tell your spreadsheet to refresh itself.

  • No schedule needed. Data updates when the event happens, not at the top of the hour.
  • Nothing to deploy. Refreshes run on the G-Integrator servers — they work even while the spreadsheet is closed.
  • Formatting preserved. Your saved templates are re-run exactly as you built them.
  • Works with everything. Zoho Workflow Rules, Zoho Flow, Zapier, Make, a cron job, a CI pipeline — even a browser bookmark.

Webhooks refresh everything the add-ons can pull. For Zoho CRM that means module records, related lists, COQL queries, Zoho Analytics reports and the built-in CRM reports. For Zoho Books, all your saved query templates.

Setup takes a minute

  1. Open Automation… → Manage Webhooks in the add-on menu.
  2. Click Generate / Rotate Token — the dialog shows your webhook URL.
  3. Click Authorize Google (once per spreadsheet) so our server may write the refreshed values into your sheet.
  4. Pick a Run target: refresh all templates, or just one workflow’s templates.
  5. Click Copy URL and paste it into the system that should trigger the refresh.
Manage Webhooks dialog with token, run target and webhook URL
The Manage Webhooks dialog: generate a token, pick a run target, copy the URL.

The URL supports both GET and POST, so it drops straight into a Zoho CRM Workflow Rule webhook action, a Zoho Flow step, or a one-line curl call. Add ?workflow=<workflow-uuid> to refresh only one workflow’s templates — the dialog builds that URL for you.

Real-life examples

  • Deal won → dashboard updated. A Zoho CRM Workflow Rule on Stage = Closed Won calls the webhook, and your pipeline sheet reflects the win within seconds.
  • Invoice paid → cash flow current. A Zoho Books automation fires on Invoice Status = Paid, and the accounts-receivable sheet updates itself.
  • Meeting prep in one click. Keep the URL as a browser bookmark and click it before the Monday pipeline review or the month-end close.
  • Dashboards that are never stale. Call the URL from your BI tool’s pre-run hook so Looker Studio always reads current data.
  • Targeted refresh. After a campaign import or bank-feed categorization, refresh just that one workflow instead of the whole workbook.

Every run is logged in your sheet

Each webhook run is recorded in the Automatic Operations Events Log tab — the same log used by scheduled workflows. You can verify that an external trigger fired, see exactly which sheets were updated, and diagnose failures without leaving the spreadsheet.

Automatic Operations Events Log sheet filled by a webhook run
Webhook runs in the Automatic Operations Events Log.

Secure by design

The token is the key. If the URL ever leaks, open Manage Webhooks and click Generate / Rotate Token — old URLs stop working immediately. You can also Revoke Token to disable the webhook entirely. Each webhook runs once per hour by default; calls over the limit are rejected without changing any data, and the JSON response tells you when to retry. Need it fresher? Tell us about your use case — we are considering a lower rate limit as a paid option.

Try it today

Webhooks are included in your Premium subscription at no extra charge. For the LITE subscription, you have two trial weeks. Open Automation… → Manage Webhooks in G-Integrator for Zoho CRM or G-Integrator for Zoho Books and connect your first trigger. Full details are in the help center: Zoho CRM webhooks and Zoho Books webhooks.

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Coupler.io Alternatives for Google Sheets: Which Connector Fits You?

Coupler.io is a popular way to pull business data into Google Sheets. However, it is not the right fit for everyone. Its pricing grows with the number of connections and rows, and many teams only need one or two data sources. If that sounds like you, several Coupler.io alternatives deserve a look.

In this post, we compare the main options for getting CRM, accounting, and e-commerce data into Google Sheets. Additionally, we explain when a focused single-source add-on beats a broad multi-source platform.

What to look for in a Sheets connector

Before you compare tools, decide what actually matters for your workflow:

  • Sources. Do you need twenty integrations, or just your CRM and your payment platform?
  • Scheduling. Can refreshes run automatically, even with the spreadsheet closed?
  • Two-way sync. Can you push edited data back to the source, or only pull it?
  • Filtering. Can you request a precise subset, or must you pull everything and filter in Sheets?
  • Pricing model. Per-connection and per-row pricing punishes growth. Flat pricing does not.

Keep these five points in mind. Meanwhile, let’s look at the options.

Option 1: G-Integrator — focused add-ons with two-way sync

G-Integrator takes a different approach from multi-source platforms. Instead of one tool with dozens of shallow connectors, it offers dedicated Google Sheets add-ons, each built deeply around one source:

Because each add-on targets one platform, it goes deeper than a generic connector. For example, the Zoho CRM add-on supports COQL queries with WHERE clauses and lookup joins, and the HubSpot add-on ships a full report catalog. Furthermore, the CRM add-ons push data back: you can update, insert, or upsert records straight from a sheet — something pull-only connectors cannot do.

Scheduled workflows refresh your data from hourly to monthly, with optional email alerts and timestamped backups. The refresh runs even when the spreadsheet is closed.

Pricing: each add-on has a free two-week trial with full functionality, then a flat Premium plan. There is no per-row or per-connection metering, so costs stay predictable as your data grows.

Best for: teams that live in one or two platforms (HubSpot, Zoho, Shopify, or Stripe) and want depth, two-way sync, and flat pricing.

Option 2: Multi-source platforms (Coupler.io and similar)

Tools like Coupler.io shine when you genuinely need many sources in one place — for instance, an agency that blends ad platforms, analytics, and CRM data into one dashboard. They typically offer a wide catalog of connectors and destination options beyond Sheets.

The trade-offs are real, though. First, breadth usually comes at the cost of depth: generic connectors rarely support source-specific features like COQL queries or write-back. Second, usage-based pricing means the bill climbs as connections and rows grow. Therefore, check the current pricing page carefully against your expected volume before committing.

Best for: agencies and analysts combining many different sources into blended reports.

Option 3: Native exports and CSV imports

Every platform exports CSV files, and Google Sheets imports them. This costs nothing, so it is worth mentioning. Nevertheless, manual exports have a hidden price: someone must remember to run them, the formatting breaks constantly, and the data is stale the moment it lands. As a rule, CSV workflows survive about two weeks before someone asks for automation.

Best for: one-off pulls that you will never repeat.

Option 4: Apps Script and custom API code

If you have developer time, Google Apps Script can call any API directly. You get total control, and there is no subscription. On the other hand, you also own the maintenance: authentication, pagination, rate limits, retries, and every API version change. What starts as a weekend script often becomes an unowned liability after the author moves on.

Best for: engineering teams with unusual requirements and time to maintain code.

Side-by-side comparison

G-IntegratorCoupler.io-style platformsCSV exportCustom code
SourcesHubSpot, Zoho CRM, Zoho Books, Shopify, StripeManyAnyAny
Depth per sourceDeep (COQL, reports, related lists)GenericBasicUnlimited
Two-way syncYes (update/insert/upsert)RarelyNoIf you build it
Scheduled refreshHourly to monthlyYesNoIf you build it
Pricing modelFlat per add-onScales with usageFreeDeveloper time
Setup timeMinutesMinutes to hoursMinutes, repeatedlyDays

How to choose

The decision usually comes down to two questions. How many sources do you need? And do you need to write data back?

  • One or two of: HubSpot, Zoho CRM, Zoho Books, Shopify, Stripe → a focused G-Integrator add-on gives you more depth for a flat price.
  • Five or more unrelated sources → a multi-source platform earns its fee.
  • A single pull you will never repeat → just export a CSV.
  • Exotic requirements plus available developers → custom Apps Script.

Frequently asked questions

Is there a free Coupler.io alternative?

Fully free options are CSV exports and hand-written Apps Script. Both work, but both trade money for your time. G-Integrator offers a free two-week trial with full functionality, so you can confirm the fit before paying.

Can G-Integrator replace Coupler.io completely?

That depends on your sources. If your data lives in HubSpot, Zoho CRM, Zoho Books, Shopify, or Stripe, then yes — with more depth and two-way sync on top. If you also need ad platforms or databases, you may want a platform tool alongside.

Do the G-Integrator add-ons refresh data automatically?

Yes. Scheduled workflows run from hourly to monthly and work even when the spreadsheet is closed. You can also add email alerts and automatic timestamped backups.

Can I push data back to my CRM from Google Sheets?

Yes. The HubSpot and Zoho CRM add-ons support update, insert, and upsert from selected rows — a key difference from pull-only connectors.

Wrap-up

Coupler.io is a solid product for many-source reporting. Still, most teams pull from one or two systems, and for them a focused add-on is simpler, deeper, and cheaper. Pick the tool that matches your source list, not the longest feature table.

Ready to compare in practice? Browse the G-Integrator add-ons and start a free two-week trial for your platform. Setup takes minutes, and our Help Center walks you through every step.

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Zoho Books Reports in Google Sheets: Balance Sheet, P&L and Cash Flow on Autopilot

Zoho Books has solid built-in reports. However, they live inside Zoho Books. So every time your accountant, investor, or team lead asks for numbers, you export a PDF or copy cells by hand. Then next month, you do it all again.

There is a simpler way. With G-Integrator for Zoho Books, you can run Zoho Books reports in Google Sheets directly. First, you pick a report. Then the add-on builds it in your sheet from live Zoho Books data. After that, a schedule keeps it fresh – no more monthly copy-paste.

In this guide, you will set up three core reports: the Balance Sheet, the Profit and Loss, and the Cash Flow. You will also see how to refresh them on a schedule.

Why build reports in Google Sheets at all?

Because a spreadsheet is where the rest of your work happens. For example:

  • You can add your own formulas, charts, and notes next to real numbers.
  • You can share one link with your accountant instead of sending PDF files.
  • You can combine several reports on one tab and build a simple dashboard.
  • Also, Google Sheets keeps version history, so you can look back at any point in time.

In short, Zoho Books stays your source of truth. Meanwhile, Google Sheets becomes your reporting layer.

What you’ll need

  • A Zoho Books account (any plan)
  • A Google account
  • The G-Integrator for Zoho Books add-on from the Google Workspace Marketplace – it comes with a free two-week trial

Step 1: Connect Google Sheets to Zoho Books

First, open a spreadsheet and install the add-on. Then open:

Extensions – G-Integrator for Zoho Books – Zoho Sign In

Sign in with your Zoho account. The add-on uses Zoho’s official sign-in flow, so it never sees your password. In addition, you can revoke access from your Zoho account at any time.

If you manage more than one organization, pick the right one from the list. You can switch later with one click.

Step 2: Run your first report – the Balance Sheet

Next, open the add-on menu and choose the reports section. Pick Balance Sheet from the list. Then set the report date and run it.

Within seconds, the sheet shows your assets, liabilities, and equity, rolled up from your general ledger. The report also includes a computed Net Income row, just like the one inside Zoho Books.

Need a different view? The catalog also includes Balance Sheet by Location, by Customer, by Vendor, and by Classes. Moreover, the Historical Balance Sheet shows your balance as of any past date. As a result, period-end snapshots and trend sheets become easy.

Step 3: Add the Profit and Loss

Now repeat the same steps and pick Profit And Loss. This is your income statement: Income, Cost of Goods Sold, and Expenses, with totals down to net profit.

A few useful variants:

  • Profit And Loss Variance – the current period next to the previous one, with the change in amount and percent.
  • Profit And Loss By Customer – see which customers actually make you money.
  • Profit And Loss Detail – every ledger line behind your income and expense accounts, so you can trace any number.

Step 4: Add the Cash Flow

Finally, run the Cash Flow report. It shows money moving in and out of your bank and cash accounts, classified by counter-account. Likewise, you can split it by Location, by Customer, or by Classes, or run the Historical Cash Flow for any past period.

At this point, you have all three core statements in one spreadsheet. Add a summary tab with a few charts, and you have a live finance dashboard.

Step 5: Put the reports on a schedule

This step removes the monthly routine. Open:

Automation – Create Workflow

Pick the tabs with your reports and set a schedule – hourly, daily, or weekly. From then on, G-Integrator reruns each report and updates the sheet by itself. Therefore, the numbers your team sees are always current. You can also get an email after each refresh.

Beyond the big three: 75+ reports in the catalog

The three statements above are just the start. The full catalog holds more than 75 Zoho Books reports, for example:

  • Aged Receivables Detail and Aged Receivables Summary – who owes you, and for how long
  • Aged Payables Detail and Aged Payables Summary – what you owe your vendors
  • Sales by Customer, Item, or Salesperson
  • Budgets and budget-versus-actual views
  • General Ledger and full transaction lists

You can browse the whole list in the report catalog.

Frequently asked questions

Is there a free plan?

No, but there is a free two-week trial. You can test every report and workflow before you pay. After the trial, pick a plan on the pricing page.

Do the reports match the numbers in Zoho Books?

Yes. The add-on builds each report from your live Zoho Books data through the official API. So the totals match what you see inside Zoho Books at the same moment.

Can I change how a report looks?

Yes. The report lands in a normal Google Sheets tab. Therefore, you can format cells, add columns with your own formulas, and build charts on top. On the next refresh, the data updates in place.

Can I also export raw records, like invoices or bills?

Yes. Besides reports, the add-on pulls raw tables: Invoices, Bills, Expenses, Payments, Items, and more. For a walkthrough, see our guide on exporting Zoho Books invoices to Google Sheets.

Is my accounting data safe?

Yes. The add-on connects through Zoho’s official sign-in flow and never stores your password. Furthermore, data flows straight from Zoho to your own Google Sheet.

Get started

Install G-Integrator for Zoho Books from the Google Workspace Marketplace and start your free two-week trial. Five minutes later, your Balance Sheet, P&L, and Cash Flow will live in Google Sheets – and they will update themselves. Learn more on the product page or in the quickstart guide.

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How to Export Zoho Books Invoices to Google Sheets (2026 Guide)

If you run your accounting in Zoho Books, sooner or later you need your invoices in a spreadsheet: to build a custom aging report, share numbers with a bookkeeper who lives in Google Sheets, or combine billing data with information from other systems.

The manual route – exporting a CSV from Zoho Books and importing it into Sheets – works exactly once. The moment an invoice is paid, edited, or voided, your spreadsheet is stale, and you’re back to exporting and re-importing.

In this guide, you’ll set up a live connection between Zoho Books and Google Sheets in about five minutes using G-Integrator for Zoho Books, a Google Sheets add-on. Your invoices – including line items – land directly in your spreadsheet and can refresh themselves automatically on a schedule.

What you’ll need

  • A Zoho Books account (any plan)
  • A Google account
  • The G-Integrator for Zoho Books add-on – install it from the Google Workspace Marketplace

That’s it. No API keys, no scripts, no Zapier tasks to count.

Step 1: Install the add-on and sign in to Zoho Books

Open a Google Sheets spreadsheet and install G-Integrator for Zoho Books from the Extensions menu (Extensions → Add-ons → Get add-ons, then search for “G-Integrator”).

Once installed, open:

Extensions → G-Integrator for Zoho Books → Zoho Sign In

Sign in with your Zoho account and grant access. The add-on uses Zoho’s official OAuth flow – your password is never shared with the add-on, and you can revoke access from your Zoho account at any time.

If your Zoho account has several organizations, pick the one you want to pull invoices from – you can switch organizations at any time.

Step 2: Pull your invoices into the sheet

Open the add-on menu and click Get Module Records. In the dialog:

  1. Select Invoices from the table list.
  2. Pick the fields you need – invoice number, customer name, status, total, balance, invoice date, due date, and so on.
  3. Click to run the pull.

Your invoices appear in the sheet within seconds, one row per invoice – or one row per line item if you include line-item fields. Line items are flattened into rows automatically, so an invoice with five products becomes five analyzable rows. This is the detail level a CSV export from Zoho Books won’t give you in one file.

Filter to just the invoices you need

Don’t want your entire invoice history? Add filters in the same dialog – for example:

  • Status = unpaid for a live receivables list
  • Invoice date within the last quarter for period reporting
  • A specific customer for an account review

The pull settings are saved as a reusable template, so the next refresh uses exactly the same fields and filters.

Step 3: Schedule automatic refreshes

This is the step that eliminates CSV exports for good. Open:

Automation → Create Workflow

Choose the sheet with your invoice pull and set a schedule – hourly, daily, or weekly. From then on, G-Integrator re-runs the pull automatically and overwrites the sheet with current data. Paid invoices update their status, new invoices appear, voided ones drop off – with nobody touching the spreadsheet.

Workflows can also send you an email notification after each refresh, so your Monday-morning receivables sheet is waiting in your inbox before you’ve had coffee.

Bonus: skip the spreadsheet-building with 75+ ready-made reports

If the reason you’re exporting invoices is to build a report, you may not need to build anything. G-Integrator for Zoho Books ships with 75+ built-in financial reports that render directly in Google Sheets, including:

  • A/R Aging (by invoice or by customer)
  • Invoice Register and transaction lists
  • Balance Sheet, P&L and Cash Flow
  • Sales by customer / item / salesperson

Each report is generated from live Zoho Books data and can be put on the same automatic refresh schedule. See the full report catalog for the complete list.

Zoho Books CSV export vs. a live Sheets connection

Manual CSV exportG-Integrator
Line items includedSeparate exportFlattened into rows automatically
Data freshnessStale immediatelyAuto-refresh on schedule
FiltersRe-applied every timeSaved in a reusable template
Financial reportsBuild your own75+ built-in
Effort per update5–10 minutesZero

Frequently asked questions

Is there a free plan?

G-Integrator for Zoho Books has a free two-week trial period. After a trial, you will have to subscribe – see pricing.

Can I export bills, expenses, and payments too?

Yes – Invoices is just one of the available tables. You can pull Bills, Expenses, Payments, Credit Notes, Chart of Accounts, Items, Projects, and more. See the import guide.

Does it work with multiple Zoho Books organizations?

Yes. Sign in once and switch between organizations from the add-on – each pull template remembers which organization it belongs to.

Can I update Zoho Books from Google Sheets?

Yes. G-Integrator also supports uploads – update, insert or upsert Zoho Books records straight from your sheet. See uploading data.

Is my accounting data safe?

The add-on connects through Zoho’s official OAuth API – no passwords are stored, and data flows directly between Zoho and your Google Sheet. Access can be revoked from your Zoho account at any time.

Get started

Install G-Integrator for Zoho Books from the Google Workspace Marketplace, sign in, and your first invoice export is a two-click job. Learn more on the product page or jump straight to the quickstart guide.

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Introducing Subscription Manager: Self-Service Billing for Your G-Integrator Account

We’re excited to introduce the G-Integrator Subscription Manager — a new self-service portal that puts you in full control of your G-Integrator subscription, whether you’re using our HubSpot, Zoho CRM, or Zoho Books integration. No more emailing support to check your plan, add a teammate, or grab an invoice: it’s all just a sign-in away.

How to access it

You can reach the Subscription Manager in two ways:

Sign in with your Google account

Access is as simple as signing in with the Google account you use with G-Integrator. There’s nothing to install and no separate password to remember — your identity is verified securely, and the portal automatically finds your subscription based on your account email.

One portal, all your G-Integrator products

If you use more than one G-Integrator product, switching between them is a single click. The portal supports:

  • G-Integrator for HubSpot
  • G-Integrator for Zoho CRM
  • G-Integrator for Zoho Books

Just pick a project from the dropdown and every section below — subscription status, plans, invoices, and license groups — updates for that product.

Instant subscription lookup

The Subscription lookup card gives you an at-a-glance view of your account: license status, current plan, days remaining, days left in trial, customer and subscription IDs, and — for group subscriptions — how many seats are on your license. Admins can also look up any account by email, which is handy for quickly answering a customer’s support question.

Switch plans yourself, with instant estimates

The new Subscription plans card lists every available plan side by side with pricing, and lets you switch instantly — no support ticket required. Before you confirm, the portal shows you exactly what will happen: any prorated charge due now, credits applied, or credits issued for the unused period of your current plan, so there are never any surprises on your next invoice.

Need to update the card on file? A single button opens a secure, Chargebee-hosted page to update your payment method — your card details never touch our servers

Group subscriptions with a built-in discount

Premium plans now support group subscriptions: set the number of seats you need directly on the plan table, and every seat beyond the first automatically gets a 15% discount. It’s the easiest way to license an entire team under one subscription.

Share your license with your team

Once you’re on a Premium plan, the License group card lets you share your license with teammates by simply pasting their email addresses. You can review who’s currently in your group at any time, and add more members whenever your team grows.

Heads up: reducing your seat count — including switching off a Premium plan — disbands the license group, so all members lose access immediately. The portal always warns you before you confirm a change like this.

All your invoices, one click away

The Invoices card lists your full billing history — date, invoice number, status, total, and amount due — with a one-click PDF download for each invoice. No more digging through email for a receipt.

Built for security

Every request is authenticated with your verified Google identity, and only a small, whitelisted set of G-Integrator admins can act on behalf of another account — for example, to help a customer during a support request. Everyone else can only ever see and manage their own subscription.

Try it now

The Subscription Manager is live today for all G-Integrator customers. Head to g-integrator.com/subscriptions or open About → My subscription from within any G-Integrator product, sign in with your Google account, pick your product, and take control of your subscription — plans, teams, and invoices, all in one place.

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Update: Enhancing Your Insights with New Custom Reports and Improved Stability

Hello everyone,

At G-Integrator, we are committed to building tools that don’t just move data, but actually help you understand your business better. We are thrilled to share some significant updates we’ve rolled out to make your integration experience more powerful and reliable.

What’s New: Specialized Custom Reports

We have introduced a new “Reports” menu, giving you direct access to high-value custom reports designed to sharpen your financial oversight:

  • Budget Vs Actual Report: Easily track your planned budget against actual expenses and revenues to identify variances and maintain strict financial discipline.
  • Product Margin Report: Dive into the profitability of individual products or services to help you make data-driven decisions on pricing and inventory.
  • Project Profitability Report: Measure the true financial success of specific projects by comparing dedicated costs directly against project revenues.
  • The “Collections & Cash Flow” Dashboard (Aged Receivables): Gain better visibility into your outstanding invoices and manage your cash flow more effectively.
  • Customer Profitability & Lifetime Value (LTV): Identify your most valuable clients and understand the long-term revenue impact of your customer relationships.

Stability & Performance Improvements

Beyond new features, our team has focused heavily on the mechanics of the application. We’ve implemented various performance optimizations and bug fixes to ensure smoother data syncing between Google Sheets and Zoho Books. Our goal is to provide a seamless, stable experience that you can rely on daily.

Advanced Automation: Workflows

For our Premium subscribers, we invite you to explore the “Workflows” functionality under the Automation menu. This feature serves as a smarter, more robust version of our standard autorefresh, designed to handle your data updates with even greater precision.

How to Get Started

  • Accessing Reports: Simply open your G-Integrator sidebar and click the “Reports” menu to see the new options.
  • Accessing this Update: You can find this information anytime via the Menu > About… section of the app.
  • Need Help?: You can view our FAQ Page or Documentation at any time.
  • Support: If you have questions about these updates, please reach out to us at support@g-integrator.com.

Your feedback drives every update we make. If you are enjoying these new features, please consider leaving us a review on the Google Marketplace. It helps our team immensely.

Thank you for your continued partnership.

Best regards,

The G-Integrator Team G-Integrator, LLC

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Cloud Templates

Dear clients, we are very excited to share with you our new cool feature: Cloud Templates!

Starting now, you can save your query, report, or upload template to our secured cloud storage. This way, you can use this template in any new spreadsheet or share it with your colleagues (assuming they are our clients also). This functionality is available only for our clients with the “Premium” subscription.

We hope you will find many reasons to use this new feature. Here are some examples:

  • Backup: by saving the template to the cloud, you can have a copy of your template in case you will need to roll back the recent changes
  • Migration: you can save the template and use it in another spreadsheet
  • Sharing: you can share the template with any other G-Integrator client
  • Copy/paste: You can save the template and open it in the same document as a new one

Working with the templates

Please see the short video or read detailed description below.

Saving to the cloud.

You first have to select the “Update/Modify/Delete Templates for Current Sheet” menu to upload the template. You will see the new “cloud” icon to the right of the template name. After clicking it, you will get the following form:

Please enter the template name and description, and an optional semicolon-separated list of emails to share with.

After clicking “Save” button, your template will be uploaded to the cloud.

Managing templates in the cloud.

After saving the template, you can use it by clicking the “Manage Templates on Cloud” menu (if you do not see it, just refresh the page in your browser).

You will see the following options:

There are two sections: “My templates”, which shows the templates that you have created, and “Shared with me”, which shows templates shared with you.

With your templates, you can do the following:

  • Open the template – by clicking its name or the “cloud” icon in the “Actions” column. After opening, you can work with the template in the usual way.
  • Delete the template. Shared copies of the template will also be deleted.
  • Revoke the share by clicking on the red cross right to the email.

For shared templates, you can:

  • Open it just like you would open your own template.
  • Remove the share: the original template will not be changed.

We hope you will find this feature helpful. We will be happy to get your feedback and suggestions: here or by email: support@g-integrator.com

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Multiple organizations in Zoho Books

Dear friends!

Today we have improved our Zoho Books add-on. Now, if you account have multiple organizations, you will be able to choose which one to use. The previous behavior was to automatically select the default one.

You will be offered the option to choose right after the login to your Zoho Books account. If you already logged in and want to change your organization, you will have to log out / log in (for the first time only).

If you want to switch, click the “Switch Organization” menu option any time.

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Using dynamic filters to integrate Zoho CRM and Zoho Books (or any other product)

Dear friends! We are very proud to start our blog with a fascinating and useful feature.

In this post, I will demonstrate how you can integrate your Zoho CRM with another system, using our G-Integrator for Zoho CRM. In this example, I will integrate it with Zoho Books, because we have our G-Integrator for Zoho Books add-on, but it can be anything as long you can write data into the Google Spreadsheet – there are many add-ons on Google marketplace for different systems.

The scenario

We want to show Zoho Books Invoices for all the contacts from the Zoho CRM Deals.

How to synchronize.

  • First, we will link contacts from Zoho CRM and Zoho Books by the “Email” field.
  • Then, we will link Zoho Books Invoices and Zoho Books Contacts by the “Customer ID” field.

What you need for this.

Steps

  1. Using the “Zoho CRM” add-on, download the “Deals” module, selecting the following fields:
  • “Contact Name.Email”
  • “Contact Name.Full Name”
  • Deal Name

For the synchronization, we will need only “Contact Name.Email”, other fields are just for convenience.

2. Using the “Zoho Books” add-on, select the “Contacts” module, selecting the following fields (again, we really need only “Contact Id”):

  • Contact Id
  • Contact Name
  • Email

For the convenience, we will update Pull settings to keep it on the same tab

And we will use “Dynamic filters” to select only the records where email is in our Deals emails:

2. Using the “Zoho Books” add-on, select the “Invoices” module, selecting the following fields:

  • Customer Name
  • Date
  • Invoice Id
  • Invoice Number
  • Total

And again, we will use dynamic filter to link the “Customer ID (which we do not show) with the “Contact ID” from Contacts

And this is all! Click on the image below to see it full size.

And, if the records from “Deals” will be updated, we just need to refresh Zoho Books queries to update Invoices. Enjoy!

Conclusions

Of course, there are many other ways to use the dynamic filter – you can integrate Zoho CRM not only to Zoho Books but to any other accounting system, like Xero or QBO, using any of the available in the Google Marketplace add-ons. Or you can add data for the integration manually, by copy/paste.

Also, you can integrate modules inside Zoho CRM or Zoho Books – please see the short demo video of the linking Contacts module to the Deals module by Contact.ID in G-Integrator for Zoho CRM:

This is our new functionality and there is a lot to improve. Please help us by sending your requests and bug reports – you will be heard!