Prerequisites
You need to have a valid Zoho Books account and admin rights on Hyperline.Setup
1
In Hyperline, navigate to the Settings > Integrations page
2
Click Connect on the Zoho Books card
3
Authenticate on Zoho Books
If you are not already logged into Zoho Books, enter your Zoho credentials to proceed.
4
That's it!
Your Hyperline account is ready to send invoices and credit notes.
Reconciling data
Customers
To link an existing Zoho Books customer to a Hyperline customer, navigate to the customer details page. Click Edit in the Integrations section and enter the Zoho Books customer ID. For bulk operations during initial setup, contact our support team or use this API endpoint.Products
You need to map your Zoho Books products (items) to your Hyperline product catalog. For each product in Hyperline, go to the Accounting section and enter the corresponding Zoho Books item name in the “Product code” field. When specified, Hyperline automatically attaches each invoice line item to the corresponding item in Zoho Books.Zoho Books requires all Hyperline invoice line items to be mapped to Zoho Books items. If a product is not mapped, the invoice will not be created in Zoho Books.
Synchronization
When you connect your Zoho Books account, Hyperline automatically sends invoices with their complete details (including line item details).By default, only invoices and customers created after the connection date will sync. If you need to push older data to Zoho Books, please contact our support team.
Customers
Hyperline supports 2 modes of synchronization for customers:- no synchronization: customers are not synchronized with Zoho Books.
- from Hyperline to Zoho Books: customers created in Hyperline are automatically created in Zoho Books with their details.
Payments
Hyperline supports 3 modes of synchronization for payments:- no synchronization: payments are not synchronized with Zoho Books.
- from Hyperline to Zoho Books: payments created in Hyperline are automatically created in Zoho Books and associated to the corresponding invoice.
- from Zoho Books to Hyperline: payments created in Zoho Books are automatically created in Hyperline, and the status of the invoice is updated accordingly.
Synchronization rules
Synchronization rules select the Zoho Books account for each invoice or credit note line. Product mappings remain required: the rule supplies the account while the product mapping identifies the Zoho Books item.- Open Settings > Integrations > Zoho Books. In Synchronisation rules, open the rule count card or No rules configured, then click Add rule.
- Select the Invoicing entity if prompted and enter a descriptive Name.
- Under Applied on, filter by products, product type, coupons, currency, country, tax scheme, tax territory, tax rate class, billing interval, invoice types, or custom properties.
- Under Account configuration, select a Revenue account. Use Sync accounts from Zoho Books to refresh the available accounts.
- Click Save changes.
Example 💡
Map your implementation service to its Zoho Books item, then create a rule filtered to that product and select your services revenue account. The invoice line keeps its item mapping and uses the rule’s account.
Transaction and journal rules are not available for Zoho Books. Invoice account rules do not change payment synchronization settings.