Google Sheets to Zoho Books integration
Your spreadsheet of invoices, booked in Zoho Books
CRM Connector reads your Google Sheet, or an Excel or CSV file, and books every customer, invoice and estimate in Zoho Books, with the line items and the same total. Edit a row and the change follows, a paid one with its payment.
- Google sign in, or an Excel or CSV upload
- Zoho Books stays the system of record
One way, into Zoho Books
At a glance
Customers, invoices and quotes from your sheet arrive in Zoho Books and stay current.
What syncs
- CustomersOne way
- InvoicesOne way
- QuotesOne way
How it runs
One way, into Zoho Books
Google Sheets sends and Zoho Books receives, for every record type. A change made in Zoho Books stays there and is never sent back into Google Sheets.
Options for Google Sheets and Zoho Books
- Only records from a date you pick
- Only sent, overdue or paid invoices
- Only records above an amount you pick
- Everyone, customers only or leads only
- Only contacts with a tag you pick
Record by record
What flows from Google Sheets into Zoho Books
Which Google Sheets field matches which Zoho Books field, and what each change does.
One way, from Google Sheets into Zoho Books
Fields- Name, or first and last nameOn every changeFirst name, last name
- CompanyOn every changeCompany
- EmailOn every changeEmail
- PhoneOn every changePhone
- Street, second line, city, state, postcode, countryOn every changeAddress lines 1 and 2, city, state, postal code, country
- TagsOnly in Google SheetsNot in Zoho Books
It happens in Google Sheets, then in Zoho Books
A new row
- Looked for in Zoho Books on the exact email and updated when found.
- Otherwise a new customer is created.
Rows with the same email
Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.
A cell changes
The same change is made to the Zoho Books customer on the next sync, where Zoho Books takes it.
A row is deleted
The customer stays in Zoho Books: a sync never deletes.
FAQ
Questions about Google Sheets and Zoho Books?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Ask your AI assistant
Ask ChatGPT or Claude about Google Sheets and Zoho Books
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Google Sheets and Zoho Books?Start your 7 day free trial
Sign in to Google Sheets and Zoho Books, confirm what flows into Zoho Books, and watch the first sync run.