ZOHO INVOICE INSIGHTLY INTEGRATIONS PRO
ZOHO INVOICE INSIGHTLY INTEGRATIONS SOFTWARE

Go to the Reports module and click Try Advanced Reporting.This workspace is where you can create reports and dashboards with data from Zoho Invoice. When you set up the integration, a workspace will be created in Zoho Analytics. The initial sync may take a while to complete, however, you can continue to use Zoho Invoice and you’ll be notified by email as soon as your data has been synced. Now, your integration has been setup and your data will start getting synced with Zoho Analytics.

ZOHO INVOICE INSIGHTLY INTEGRATIONS PRO

Pro Tip: You can reconfigure the schedule and the modules that get synced even after integrating, by going to Settings > Integrations > Zoho Apps > Zoho Analytics > Show Details and then clicking Edit Settings.

Configure a Schedule to sync data with Zoho Analytics.

Select the Modules and their respective Fields that need to be synced.

You can choose the modules whose data you wish to sync with Zoho Analytics, and also configure how often this data should be synced with Zoho Analytics. Your data from Zoho Invoice will be made available in Zoho Analytics via a one-way sync.

Read about the integration on the next screen, and then click Configure.

Go to Settings > Integrations > Zoho Apps.

Note: When you integrate your Zoho Invoice organization with Zoho Analytics, your email id, customers, invoices, estimates, and expenses will be shared with Zoho Analytics. Prerequisite: You must be an admin to set up this integration.

Embed your reports in websites, blogs, etc.

Export your reports as PDF, HTML, Excel, CSV, and image files.

Schedule and email your reports whenever you want.

Share reports and dashboards with your colleagues.

Create your own reports and dashboards based on your Zoho Invoice data or from any other data sources and popular business applications.

Get access to a full-featured business intelligence (BI) and reporting tool that can slice & dice your Zoho Invoice data to create any report/dashboard you require.

Benefits of the Integrationīy integrating with Zoho Analytics you can: With the integration, you can create custom reports or choose from Zoho Analytics’ 75+ financial reports. The Zoho Invoice - Zoho Analytics integration allows you to create highly customizable reports and dashboards to visualize and track key metrics from your Zoho Invoice data. Which is exactly why Zoho Invoice integrates with Zoho Analytics. Though the Reports module in Zoho Invoice contains a multitude of reports, each business has different needs and it might require them to generate custom reports.

ZOHO INVOICE INSIGHTLY INTEGRATIONS SOFTWARE

Zoho Analytics is a business intelligence and reporting software that lets you create visually appealing and insightful reports. Receiving Payments - Recurring Invoicesīack to Integrations Overview Zoho Invoice - Zoho Analytics Integration.Associating Projects to Recurring Invoice.

Zoho invoice insightly integrations