Integration Services
We connect the Zoho apps you use to each other and to the system your business actually runs on.
Zoho is a suite rather than a single product, and that is usually where the trouble starts. Books holds the invoices, CRM holds the pipeline, Inventory holds the stock, and none of them share a record automatically. We join the ones you use to each other and to your own system, so a deal that closes in CRM becomes an invoice in Books without anyone retyping it.
Most of this work arrives as part of a wider build, so if the system on the other side does not exist yet, we write that too. That side of it is covered on our CRM and ERP development page.
CRM says the deal is worth one number, Books says another, and both are technically right because nobody joined them.
One customer exists separately in CRM, Books and Inventory, each with a different address and phone number.
Inventory and your own system drift apart through the month and are corrected by counting.
Answering a simple question takes three exports and a spreadsheet that somebody rebuilds every time.
| Record | Direction | How It Is Handled |
|---|---|---|
| Accounts and contacts | Both ways | One record becomes the source and the others follow it, matched on stored ids rather than names. |
| Deals to invoices | Zoho CRM to Zoho Books | A closed deal raises the invoice with the agreed items and pricing, instead of someone rekeying it. |
| Invoices and payments | Both ways | Books stays the accounting truth while your own system is kept informed of what has been settled. |
| Products and price lists | Either way, decided once | Held in one place and pushed to the rest, so a price change happens once. |
| Stock levels | Zoho Inventory to your system | So what your own screens promise is what can actually be shipped. |
| Custom fields | Both ways, by agreement | Mapped by their API names rather than their labels, which is where most Zoho mappings go wrong. |
This is the starting point rather than a fixed list. The final version is agreed with you and written into the scope before the build begins.
Zoho runs separate regions, and an account created in Europe, India, Australia or Saudi Arabia does not answer on the same domain as one created in the United States. Tokens are not portable between them either. An integration written against the wrong region fails with errors that look like a permissions problem and are not.
Zoho CRM and Zoho Books can hold the same customer as two unrelated records. Joining them is itself a piece of work rather than a setting, and deciding which app owns which field is the first thing to settle.
Zoho counts usage against a daily allowance per organisation, and different operations cost different amounts. A job that reads more than it needs will exhaust the day and stop, usually in the afternoon when everyone is watching.
The label a user sees and the name the API uses are different strings, and the API name does not change when somebody renames the label. Mapping against labels produces an integration that breaks the first time a colleague tidies up a form.
Zoho issues access per scope and per app, so adding one more field later can mean re-authorising. We ask for what the integration actually needs, write down what was granted, and make a lapsed connection visible rather than silent.
Customer, price, stock level, invoice. Each one gets a single owner, and everything else follows it. This prevents the loop where two apps keep correcting each other.
Which data centre your organisation lives in and exactly what access the integration needs, agreed before the build.
Development runs against a test organisation rather than your live data.
We run your own scenarios through it and you confirm the result in each app before anything goes live.
Most often Books, CRM and Inventory, and we join them to each other as well as to outside systems. Tell us which ones you are on and what should move between them.
Zoho keeps European, Indian, Australian, Saudi and United States accounts on separate infrastructure with separate addresses. An integration has to be pointed at the right one, and a token from one will not work on another.
Yes, and that is most of this work. Zoho on one side and your own system, a marketplace or a payment provider on the other.
It can be added to the mapping. We build against API names rather than labels, so renaming a field in the interface does not break anything.
Scope decides it. Joining two apps is a smaller job than joining three apps and an outside system. We settle what will be built first, then put your own schedule in writing with start and delivery dates.
You own the source code. Once payment is complete, everything produced for the project passes into your company’s ownership. That is written into the agreement before work starts, alongside the scope and the price.
Invoices, contacts and payments between Xero and the system you run on.
Invoices, customers, payments and items between QuickBooks and your own system.
Invoices, contacts and payments between Sage and the system you run on.
Orders, items, customers and invoices between NetSuite and the systems around it.
Payments, subscriptions, refunds and payouts between Stripe and your own system.
Card payments, refunds and settlement between PayTabs and your own system.
Send us the apps you use and what should move between them. You get a written scope with the mapping, the timeline and the price before any work starts.
Average Response Time: 15 Minutes