Zoho Books and ServiceM8 integration
Accepted in Zoho Books, a work order in ServiceM8
CRM Connector keeps Zoho Books and ServiceM8 clients the same both ways. An estimate accepted in Zoho Books becomes a ServiceM8 work order with its lines as materials, and a completed ServiceM8 job becomes a draft Zoho Books invoice.
- Official sign in for both
Clients both ways, work orders from estimates, draft invoices from jobs
At a glance
Clients stay the same. An accepted estimate becomes a work order, and a completed job a draft invoice.
What syncs
- ClientsBoth ways
- Accepted estimates into work ordersOne way
- Completed jobs into draft invoicesOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho Books or ServiceM8 leads when the same record changed in both since the last sync.
Options for Zoho Books and ServiceM8
- Only estimates accepted and jobs completed from a date you pick
- Only estimates and jobs above an amount you pick
- Everyone, customers only or leads only, when ServiceM8 sends, on a one way sync
- Only the ServiceM8 job categories you tick
Record by record
What syncs between Zoho Books and ServiceM8
Which Zoho Books field matches which ServiceM8 field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in ServiceM8
A new client
Looked for in ServiceM8 on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the ServiceM8 customer on the next sync.
FAQ
Questions about Zoho Books and ServiceM8?
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.
Yes. Each line arrives on the work order as a material, and tax that sits outside the lines becomes one Tax and other charges line.
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Sign in to Zoho Books and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.