Two way
HighLevel starts the integration and changes made in Zoho Books flow back into HighLevel as well.
- You pick whether HighLevel or Zoho Books leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
HighLevel invoices, in Zoho Books
Customers stay in step. Invoices from HighLevel land in Zoho Books with their lines, total and payment.
- Official sign in for Zoho Books
- Either system can lead
- 7 day free trial
Customers both ways, invoices one way into Zoho Books
- Customers
- Invoices
At a glance. Customers stay the same. Invoices travel into Zoho Books.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds Zoho Books and Zoho Books changes stay in Zoho Books.
- HighLevel stays the source of truth
- Zoho Books always has the latest customers
- Switch to two way later
Fine tune it:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in HighLevel
A new client
Looked for in HighLevel on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the HighLevel customer on the next sync.
- The name, email and phone sit on the client's primary contact person in Zoho Books. Any other contact people on that client are kept as they are.
- Only active customers are read. Vendors stay in Zoho Books.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for Zoho Books and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Zoho Books or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Zoho Books or HighLevel on its own is on its own page.
- One invoice route per integration
- HighLevel invoices and a won opportunity as a draft invoice cannot run in the same integration, or the same sale would be billed twice.
FAQ
Questions about Zoho Books and HighLevel?
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.
Contacts, yes: they sync in both directions and you choose which system leads when the same person changed on both sides.
No. Invoices travel one way, from HighLevel into Zoho Books. Contacts are the only records that travel both ways.
Yes. Zoho Books gets a payment for the amount newly paid.
It is not created. Zoho Books would book it as a negative invoice, so a credit stays in the system it was made in.
No. Before anything is created in Zoho Books or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Zoho Books and HighLevel?Start your 7 day free trial
Sign in to Zoho Books and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.