This integration selects new Zoho Books sales invoices and imports them to Salesforce as accounts.

Note: It does not import pre-existing Zoho Books sales invoices to Salesforce accounts.

How to Set Up

  1. Select or create connections: Zoho Books connection for Source and Salesforce connection for Target.
  2. Specify the schedule on which the integration will run automatically.


  • To create Salesforce accounts from specific new Zoho Books sales invoices, configure filters in the task editor.