Zoho Books Integration Profiles

Connecting data between Zoho Books Accounting with ERP, CRM, POS, and MARKETPLACES systems takes a lot of time, and money and involves spending numerous resources. Streamline your Zoho Books Accounting operations with our fully managed middleware platform. Our HexaSync stays between Zoho Books and any other systems that help automate the data-sharing process and reduce the possibility of human error so that your company could focus on effectiveness and revenue.

Through HexaSync, businesses save a lot of time and resources as business processes run seamlessly and efficiently:

  • Faster and more accurate customer management process
  • Automated bill management
  • Invoice updated and automated in real time
Zoho Books

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the key important flows of Zoho Books and System integrations

Zoho Books API integration significantly improves efficiency — Billing information and customer are all integrated between key business systems.
Zoho Books Integration

Automation with Zoho Books workflow

People say that data integration is complex but our product is designed to eliminate all these hurdles in the shortest time by adopting agile development process inside of their builtin features



We enable some simple configuration steps to access your data source and destination to review all the necessary data like bill, and customers.



Try to sync a single data point like creating a new customer, or updating the bill to see how the system works.



Turn the runtime service to enable real-time data sync then monitor the data flow between the Zoho Books and other platforms.

Why choose HexaSync

“Four years ago when I found an extension on the Magento Market from Beehexa, I didn’t realize how lucky I was about to become. The extension worked great out of the box, but I needed some support to customize the features. Since then the Beehexa team has provided my company with full time, certified Magento resources to handle all of the online growth for my clients. They have also allowed me to create an additional revenue stream as a VAR for the HexaSync Integration Platform to connect our client’s eCommerce sites to their ERP systems. I cannot fully articulate how thankful I am for all of their help!”




Fast Integration

Our process consultants can help you improve workflows and systems by building custom applications and integrating disparate systems.


Agile Scalability

The Agile framework helps measure the team’s performance, identify bottlenecks and make data-driven decisions to correct them.


Security Compliance

We let you capture, report, and remediate security risks in real-time, that will let you pinpoint any changes that need to be made, and adhere to regulations and standards.

Frequently Asked Questions

Zoho Books is your one-stop platform for managing your accounting tasks and organizing your transactions. It’s a single secure location to keep up with your company’s bills and invoices, reconcile your bank statements, control your spending, oversee projects, and eliminate sales tax compliance worries.

  • Synchronize your sales, products, and customers data
    Although Zoho Books and Shopify are two different platforms, they are complementary. And an integrated application is the bridge to help users optimize the capabilities of both platforms.
    For that reason, you need to replace automation. After integrating eCommerce and Zoho Books , your invoices and payments will be updated in real-time, based on your orders online. The data will be summarized and organized in a complete way, from which you can manage the amount of information more easily and reasonably.
  • Keep your accountants accurate and up to date
    For any business, the wise management of accounting always brings certain advantages. Time and cost savings make the integration between eCommerce and Zoho Books more essential than ever. Besides, good management can help businesses avoid authority problems, help with compliance, and ensure trust with their customers.
    Besides, providing you with an accurate and up-to-date information source in real-time by comparing with Zoho Books makes your Shopify online store grow most optimally.
  • Get an honest look at your business
    Up-to-date and accurate information is the foundation for good business decisions. How do you make a sales or production plan if you can’t tell how many units of a product you have in stock? How to make a tax plan if your sales are not correctly and promptly shown in your books?
    The integrated data source captures a broader perspective, which can draw your business’s entire reality, giving you an authentic view of your business.
    Even in the age of AI and today’s powerful machine learning algorithms, adequate and adequate data sources can become invaluable when considering business intelligence tools.

Useful Zoho Books Online features for Shopify sellers

  • Cloud-based – by operating in the cloud, Zoho Books is much more flexible than traditional desktop accounting software and can be adapted to suit your lifestyle. Access your accounts across a wide range of devices and stay organized from anywhere in the world.
  • Powerful reporting features – easily generate reports to get an accurate gauge on where things are at in your business.
  • Accountant access – your accountant can look after your financial records at any time, from anywhere in the world. This makes it possible to collaborate in real time.
  • Automatic backups – one of the benefits of being online is that you don’t need to keep manual copies of your accounts and constantly update them.
  • Sharp pricing – Zoho Books offers all the features that you’ll need, at a price that won’t break the bank.
  • Detailed transaction information into Zoho Books online
    If there are too many customers, adding information is not necessary. That increases the data, as well as makes the Database more descriptive and messy. And in the end, slow down the whole process. But if you have few customers, you should do it right from the start, but to keep the number of customers stable, we recommend finding yourself an app to summarize transactions in Zoho Books .
  • Fees and deductions not broken out
    In the illustration above, you could see in QuickBooks that will record the transactions in Shopify. If you don’t have an app that solves sales, refund, sale taxes, and other deductions, so that is not the integrated application you’re looking for. This means that you will not have a visual view of the entire process of managing your business.
  • No reconciliation of amounts received
    In Shopify, you have a certain amount of sales, but in Zoho Books , there is a source of receipt from the payment processor. Without collation, this leads to more tasks to do, not optimizing the amount of time spent on work.
  • Bad account mapping
    Some E-commerce customers often complain about some apps being unable to manage the number of transactions to the right locations of Shopify accounts. This makes managing in Zoho Books a mess of connecting to Shopify
  • Inventory Sync
    Many customers expect the amount of information that they integrate from Shopify through Zoho Books to be truly complete. But we don’t think Zoho Books is not really an application that can effectively manage inventory. And what we want to suggest here is that if you get the point where you want to manage inventory and especially multi-channel, then it’s best to separate a cloud inventory application. This allows you to update total inventory information to Zoho Books without having to run all the excess information.
  • Zoho Books can integrate with platforms like CMR, ERP, POS, Marketplace, and eCommerce.
  • Zoho Books API integration is one way we connect the two platforms, which can help your Zoho Books accounting optimize efficiency and save more time in management.

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