Overview
Run your client operations, projects, and sales in Agiled while Zoho Books handles your accounting. Invoices, payments, and contacts flow seamlessly between both platforms so your finance team and operations team stay aligned.
Configure
- 1
Authorize Zoho Books. In Agiled, go to Settings > Apps, click Zoho Books, and sign in with your Zoho credentials.
- 2
Map accounts and categories. Match Agiled income/expense categories to your Zoho Books chart of accounts.
- 3
Enable sync. Turn on automatic sync. Invoices, payments, and contacts now flow between Agiled and Zoho Books.
What you can do
Invoice sync
Invoices created in Agiled appear in Zoho Books automatically. Payment status stays consistent across both platforms.
Contact sync
Client records stay in sync. Add a contact in Agiled and it appears in Zoho Books without re-entering details.
Payment tracking
Payments recorded in either platform update the other, keeping your ledger accurate.
Tax-ready data
All synced data respects your Zoho Books tax configuration so reports are audit-ready.
Capabilities
ZohoBooks app features
Invoice push
New invoices in Agiled are created in Zoho Books automatically.
Payment reconciliation
Payments in Zoho Books update invoice status in Agiled.
Contact mirroring
Contacts stay consistent across both platforms.
Category mapping
Map Agiled categories to your existing Zoho Books chart of accounts.
Multi-currency
Invoice in multiple currencies with proper Zoho Books currency handling.
Selective sync
Control which data types sync between platforms.
FAQ
ZohoBooks FAQ
This app is specifically for Zoho Books (accounting). Agiled replaces CRM functionality, so you would use Agiled for client management and Zoho Books for accounting.
Yes. Expenses logged in Agiled can be configured to push to Zoho Books with the correct category mapping.
Data syncs within minutes of changes being made. For high-volume operations, a small delay is normal.
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Bridge Agiled and Zoho Books
Connect your accounting in Zoho Books with your business operations in Agiled.