Create new Zoho Books Sales Invoice from sent Harvest Invoice

This integration selects new sent Harvest invoices and imports them to Zoho Books.

Note: It does not import pre-existing sent Harvest invoices to Zoho Books sales invoices.

Note: Contacts and clients should be pre-synced between Zoho Books and Harvest apps, respectively.

How to Set Up

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

Tips

• To create Zoho Books sales invoices from specific sent Harvest invoices, configure filters in the task editor.