Synchronize invoices from Spacebring with Zoho Books to automate revenue accounting management.
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Prerequisites
Have your Spacebring account activated.
Create your Zoho Books account and set up your organization profile.
Be sure that all invoices are issued correctly with the appropriate prices and all other data to synchronize them to Zoho Books.
Option 1: Integration via accounting email
Go to Location settings > Billing.
In the "General" tab, add your "Accounting email".
Go to your Zoho Books dashboard and set up the inbox autoscan.
Once configured, Spacebring will automatically send all issued invoices and receipts for the location to the specified Zoho Books inbox. Zoho Books will scan the incoming emails with attachments and extract the necessary details to create corresponding invoices or receipts in Zoho Books.
For checking the inbox autoscan possibility or setting it up, please refer to the Zoho Books documentation or contact the Zoho Books team directly.
Option 2: Integration via Zapier
Configure Zapier trigger
Log in to Zapier and press "Create zap."
On the "Trigger" step, select Spacebring among other apps > choose the "New issued invoice" event > press
Continue.
3. Select the location > press Continue.
4. Continue and test your trigger. While testing a trigger, Zapier will find a recent issued invoice in the organization in your account. Select them and proceed further.
Configure Zapier action
Select Zoho Books app in the Event.
Choose "Create Sales Invoice" in the "Action event" field.
3. Sign in to your Zoho Books account and verify it.
4. Press Continue.
5. Fill out the required information and test.
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New company (for synchronizing companies to Zoho Books).
New member (for synchronizing members to Zoho Books).