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.