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Finance & Accounting

Zoho Books Integration

Sync customers, invoices and items with Zoho Books

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What it does

Customer, invoice and product records are synchronised between Zoho Books and SenangUrus 360, with item names carried across so invoice lines line up on both sides. Matching customer names update the existing Zoho Books record instead of creating a second one. Several organisations and regions can be handled in the same setup, and older data can be migrated.

Functions in this module

  • Two-Way Record Synchronisation
  • Customer Synchronisation
  • Invoice Synchronisation
  • Item Name Synchronisation
  • Multiple Organisations
  • Region Selection
  • Legacy Data Migration
  • Duplicate Name Matching
  • Automatic Synchronisation

Where it fits on the platform

An invoice raised for a customer is synchronised to Zoho Books with its item names intact, so the accounting entry and the sales record describe the same sale. Existing customers are matched rather than duplicated, which leaves one customer record behind the invoice, the payment and the sales history.

Finance and accounts staff who keep their ledgers in Zoho Books and their sales and stock records in SenangUrus 360.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with zoho books integration

Finance & AccountingXero IntegrationSync Xero organisations, invoices and payments both ways Finance & AccountingSage Accounting IntegrationSync customers, products and groups with Sage Accounting Finance & AccountingQuickBooks IntegrationSync customers, invoices, items and stock with QuickBooks Finance & AccountingFreshBooks IntegrationSync customers and items with FreshBooks
Questions

About the Zoho Books Integration module

01/Is Zoho Books Integration included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See Zoho Books Integration on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

Book a demo See all modules