Create new Zoho Books Sales Invoice from sent Harvest Invoice

Integration · import

Source		Target
Invoices		Invoices

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

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

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

FAQ

What do I need to start this import?

Connect your source and target apps, review the prebuilt import setup, and run the template.

Can I change field mappings before importing?

Yes. You can review and modify mappings, filters, and other import settings before running the import.

Can this import run automatically on a schedule?

Yes. Import templates can run automatically based on your selected schedule.

What happens if some records fail during import?

Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.

Do I need coding skills to use import templates?

No. Import templates are configured through Skyvia’s visual interface without coding.