Always have a clear picture of your financial data by syncing transactions between Podium Payments and Zoho Books. You’ll also be able to sync contacts and send automated review invitations.
KEY BENEFITS
Compatibility
All versions
Setup Process
Click Connect.
Select the Podium location you’d like to connect to Zoho Books.
Allow Zoho Books to access the appropriate Podium data.
Allow Podium to access the appropriate Zoho Books data. (Log in to Zoho Books if necessary.)
Select your Zoho Books account.
Make sure you’ve selected the appropriate country.
Check the box for Payment Writeback.
Click Finish.
Select the automations to use with your Zoho Books integrations.
Click Activate.
Request a review when an invoice is sent in Zoho Books
Request a review when a new contact is created in Zoho Books
Request a review when a new payment is created in Zoho Books