LogixOne Sync to Zoho Finance

LogixOne Sync to Zoho Finance

🔄 Syncing a Sales Order

  1. Create a Sales Order in Zoho CRM as usual.

  2. Once saved, click the ‘Sync to zFinance’ button in the Sales Order record.

  3. The plugin will copy the Sales Order to Zoho Finance (Books or Inventory).

  4. The following fields in the CRM Sales Order will be updated automatically:

    • Zoho Finance Sales Order Number

    • Zoho Finance Sales Order URL

    • Zoho Finance Sales Order Status

✅ Requirements

To ensure successful syncing:

  1. Product and Item sync must be in place between Zoho CRM and Zoho Inventory.

  2. All Products/Items must have unique SKUs (used to match records during sync).

Video Instruction



    • Related Articles

    • LogixOne Operator for Zoho CRM

      The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment.  In this video we explain its features and how to use. ​

    • SYNC TO ZOHO FINANCE

      Synchronize your Zoho CRM Sales Orders to Zoho Inventory or Zoho Books. How to Video

    • Introduction to the LogixOne B2B Portal for Zoho CRM

      The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments. The three videos below detail the features and functionality of ...

    • How to Video 2 - A Brief overview of LogixOne Operator for Zoho CRM

      Getting Started with any platform may require some initial guidance. In this brief video, we help you get started with LogixOne Operator. Don't be afraid to send us a message via WhatsApp or submit a ticket, we'd be glad to help.

    • LogixOne B2B Portal for Zoho CRM FAQ's

      Q1. Can I change B2B Accounts login email? Yes you can change a B2B account login email by updating the 'B2B Account Email' field within Zoho CRM and clicking the 'sync Account to B2B Portal' button. Q2. My customer has forgotten their password can I ...