Category: Zoho Books

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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!