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
- Select or create connections: Zoho Books connection for Source and TMetric connection for Target.
- Specify the schedule on which the integration will run automatically.
- To create TMetric clients from specific new Zoho Books customers, configure filters in the task editor.