Black Friday

Get Up to 40% off for any annual subscription

×
  • Home
  • Gallery
  • Create new TMetric Client from Zoho Books Customer

Create new TMetric Client from Zoho Books Customer

This integration selects new Zoho Books customers and imports them to TMetric as clients.

Note: It does not import pre-existing Zoho Books customers to TMetric clients.

How to Set Up

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

Tips

  • To create TMetric clients from specific new Zoho Books customers, configure filters in the task editor.