Zoho Books and Stripe integration

Stripe invoices, in Zoho Books

CRM Connector books every Stripe invoice in Zoho Books with its lines, total and payment, and keeps Stripe customers and Zoho Books clients the same both ways. Stripe collects the money online, Zoho Books keeps the books.

  • Stripe App Marketplace app
  • Official sign in for Zoho Books
Zoho Books logoStripe logo

Customers both ways, Stripe invoices into Zoho Books

At a glance

Customers stay the same. Stripe invoices travel into Zoho Books.

Zoho Books logoStripe logo

What syncs

  • CustomersBoth ways
  • Invoices from StripeOne way
What holds for each system on its own:How Zoho Books behavesHow Stripe behaves

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 Stripe leads when the same record changed in both since the last sync.

Options for Zoho Books and Stripe

  • 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 Stripe sends, on a one way sync
How a sync between Zoho Books and Stripe runs, and how conflicts are settled

Record by record

What syncs between Zoho Books and Stripe

Which Zoho Books field matches which Stripe field, and what each change does.

Starts in
Zoho Books logoFieldsStripe logo
  • First nameWhen createdName
  • Last nameOnly in Zoho BooksNot in Stripe
  • CompanyBoth waysCompany
  • EmailBoth waysEmail
  • PhoneBoth waysPhone
  • AddressBoth waysAddress

It happens in Zoho Books, then in Stripe

  • A new client

    Looked for in Stripe on the exact email before a customer is created.

  • Company, email, phone or address changes

    The same change is made to the Stripe customer on the next sync.

  • Name changes later

    Not carried: Stripe keeps one name, set when the customer is created.

  • Stripe holds one name, so a Stripe customer arrives in Zoho Books with the whole name in the first name field.

FAQ

Questions about Zoho Books and Stripe?

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.

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Sign in to Zoho Books and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.