How do I add a Primary Client to fetch timesheets from Zoho Projects?

With the enhanced Zoho Books-Zoho Projects integration, only the Projects that are associated with a Primary Client will be fetched from Zoho Projects.

There are three ways to associate a primary client to a project:

1.While adding a client company to your portal

As you add a new client company to your Zoho Projects’ portal, it becomes your primary client by default. Here’s how :

• Navigate to Settings at the top-right corner.
• Go to the Manage Users section and select Client Users.
• Click the drop-down next to Invite Client Users and select Add Client Company.

• Enter a name for the Client Company.
• Associate a project and enter other necessary details. If this is the first client company in the selected projects, the client company will be set as the primary client by default.
• Click Add.

2. While adding a client company in your project

If you are working on a particular project and you’re trying to add a primary client, you can do it from the Users module. To do this:

• Go to Zoho Projects and navigate to the Projects module.
• Hover the cursor over the project name for which you’d like to add a primary client and click Access Projects.
• Click the More icon and choose Users.
• Click the drop-down next to Add Client Users and select Add Client Company.
• Enter the relevant details. You can mark the client as primary by enabling Mark as Primary Client near to the client name.
• Click Add.

3.While creating invoices for a project

To create invoices for a project, you will have to have a primary client. To add a primary client from the Finance tab:

• Select the project for which you would like to create an invoice.
• Click the Add Primary Client button in the page.

• Select the client company from the drop-down or create a new client company.
• Click Set as Primary Client to save.