Zoho Books - Microsoft 365 Integration

Several organizations use Microsoft 365 to run their day-to-day operations. Importing your contacts and employee information into Zoho Books from Microsoft 365 is quick and easy.

With Zoho Books - Microsoft 365 integration, you can :

Invite users from your Microsoft 365 account
Import all your contact information from your Microsoft 365 account.

In this document you will be learning about

Requirements to set up the integration

Make sure that you have an Microsoft 365 account.
The email address associated with this account must be same as the one used to log into your Zoho Books account. Have a different email address?

Integrating Microsoft 365 with Zoho Books account

To associate your Microsoft 365 account with Zoho Books,

Log into your Microsoft 365 account.
Click on the apps icon on the top-left corner and click on View all my apps.
Click on the Store icon and type Zoho Books in the search box.
Zoho Books app will appear as part of the search result.
Click on Zoho Books and click Add.
Now, Zoho Books will be added to your list of apps.
You will now be taken to the Setup Organization page where you can enter your organizational information.

Inviting users from Microsoft 365

Once your Organization is created in Zoho Books with Microsoft 365, you can directly invite employees in Microsoft 365 to Zoho Books.

To invite users from Microsoft 365,

Log into your Zoho Books account.
Go to Settings in the top right corner of the page.
Select Users under * *.
Click the Invite User dropdown in the top right corner of the page and select Invite Microsoft 365 User.

In the pop-up that appears, select the required user and click Next.
Select the required user role and click Invite.

Importing contacts from Microsoft 365

With Zoho Books - Microsoft 365 integration, you can import all your contacts from Microsoft People in one go.

To import contacts from your Microsoft account,

Log into your Zoho Books account.
Go to Sales on the left sidebar and select Customers (for customers) or go to Purchases on the left sidebar and select Vendors (for vendors).
Click the More icon in the top right corner of the page and select Import Microsoft Contacts.

Choose the contacts which you would like to import, and click Continue.

This action will take you to a Map Fields window, where you can map matching input fields between your Microsoft 365 and Zoho Books account.

Once done, click Import.

This action will import all the selected contacts from your Microsoft 365 account into Zoho Books.

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