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Integrating ZOHO Invoices with CustomerSuccessBox

Overview

CustomerSuccessBox supports integration with ZOHO Invoice to pull in Invoice data. In this article, we list the steps and requirements to integrate ZOHO Invoice with CustomerSuccessBox. 

Why should I integrate with ZOHO Invoice?

Integrating ZOHO Invoice with CustomerSuccessBox, enables you to 

  • View all Invoices for a particular Account in CustomerSuccessBox

  • Configure Risk Alerts on Invoice status, Overdue Amount, Overdue Invoice Count, and Invoice Overdue Since

  • Set up Financial Health

  • List account based on Invoices statuses like Overdue Amount, Overdue Invoice Count, and Invoice Overdue Since

Prerequisites

  • Your access to ZOHO Invoice must be equivalent to a Company Admin level for authorizing integration with CustomerSuccessBox.

  • Unique Accounts Identifiers are required to be present at the Customer level in ZOHO Invoice. CustomerSuccessBox requires a unique identifier for Accounts creation that should be immutable


Your Implementation Engineer will discuss the option available to you for bringing in data from ZOHO Invoice during the kick-off call.

 

 

NOTE:

All Invoices belonging to existing accounts in CustomerSuccessBox are synced from ZOHO Invoice once everyday midnight GMT

 

Step 1: Finalize the Unique Account Identifier


  1. Before Starting Integration: CustomerSuccessBox requires a unique identifier for Account and User records that should be immutable. The source of truth for the identifiers is highly recommended, to map the unique identifier of your Accounts from your product telemetry/ backend database. For this, you would need to get in touch with your engineering team to get identifiers. If you do not have a unique identifier, then you can also explore creating a company domain as an account Id.

 

  1. Once you get the unique Account ID from your engineering team, please share that with the ZOHO admin in your organization to map those IDs with the existing customers in Zoho by creating a custom attribute and adding those IDs there. how to create a custom field in Zoho.


Step 2: Authorizing access to Zoho Invoice

Follow the steps below to authorize CustomerSuccessBox access to ZOHO Invoice:

  1. Log in to your CustomerSuccessBox instance 



  1. Navigate to the Integrations Hub from Settings > Integrations

 

  1. Find and click on the ZOHO Invoice card under the Other Available Integrations (in All or Billing & Payment section) and click Connect Now. 



4. Once you click on Connect Now, you’ll be directed to the ZOHO Invoice login page if you are not logged in



5. If you are logged in, you’ll be directed to the page below where you’ll need to click on “Accept” in green.

 


Step 3: Share mapping of fields 

We have created a sample Invoice mapping sheet. Please download this mapping sheet & share the field name where your team has stored “Account ID” in the “Customers “ Object of Zoho Invoices.

Share these inputs with your Implementation Engineer. They will process this internally & will get your integration prioritized in the next 2 weeks. Once you receive the confirmation, follow the below steps to check if the data is coming in the right format.




Step 4: How to check the incoming data and what information is visible


  • How would I know if integration is a success?

You can check if the integration is a success, by going to your CustomerSuccessBox instance, gear icon on the top right corner→ Integrations, and under Connected Integrations, you should see the ZOHO Invoice card with checked “Enabled” status is green.



 

 

  • How do I check the data coming from the ZOHO Invoice?

  1. You’ll receive a confirmation email


  2. The Integration log page shows "Successful"


 

 

  • How do I find invoice data?


All Invoices belonging to existing Accounts in CustomerSuccessBox are synced daily from Zoho Invoice. It will show an Invoice Status, Invoice Total, Paid Amount, Amount Due, and Paid On.

 

This is where you can view all the Invoices and filter them as per your requirement




Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat (under ? icon) in the top right navigation bar

  2. Create a conversation from here

  3. Send an email to support@customersuccessbox.com




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  1. Bhuvan Gaur

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