Zoho Books and Square integration
Square invoices, in Zoho Books
CRM Connector brings Square invoices into Zoho Books with their lines, total and payment, and keeps Square customers and Zoho Books customers the same both ways.
- Official sign in for Zoho Books
Customers both ways, invoices one way into Zoho Books
At a glance
Customers stay the same. Invoices travel into Zoho Books.
What syncs
- CustomersBoth ways
- 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 Square leads when the same record changed in both since the last sync.
Options for Zoho Books and Square
- Only invoices from a date you pick
- Only sent or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when Square sends, on a one way sync
Record by record
What syncs between Zoho Books and Square
Which Zoho Books field matches which Square field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Street, city, state and postal codeBoth waysStreet, city, state and postal code
- CountryWhen createdCountry
It happens in Zoho Books, then in Square
A new client
Looked for in Square on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the Square customer on the next sync.
The country changes later
Not carried: Square keeps the country as a code, so it is set once, when the record is created.
FAQ
Questions about Zoho Books and Square?
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. Zoho Books gets a payment for the amount newly paid.
Zoho Books' own Square integration, in the US, Canada, UK and Australia editions, books the previous day's Square sales as one invoice each day.
CRM Connector:
- Brings each Square invoice in on its own, with its lines, total and payment
- Keeps Square customers and Zoho Books customers the same both ways
Run only one of the two for the same sales, or a sale is counted twice.
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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.
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Sign in to Zoho Books and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.