Connect your SalesVu account to Zoho Books in a few clicks. Log in, open Accounting, select Zoho Books Integration, and click Accept. Then enable syncing, choose your organization, and use the Sync button to push sales data over whenever you need it.
January 15, 2021 (YouTube upload).
Hi, in this video I'll be showing you how you can connect your SalesVU account with Zoho Books. To do that please go to salesvu.com and log into your account. Once logged in please go to Accounting module and then click on Zoho Books Integration. To connect with Zoho Books click on Connect with Zoho Books button. Now in this page click on Accept to finalize the integration process. Here you can see the system says that you connect with Zehobox successfully and you have to enable the sync and you have to choose your organization here and save it. Now you can see we have different buttons here. Sync with sales for ZAhubBox button is the manual button which is responsible to sync all data from sales feed to ZooBox account. When data is synced with Zoho Books, a reference ID is binded and data is reached to Zoho Books Organization account. Clear Sync Data by clicking on the Clear Sync data you drop remove all sync data from ZohoBox. If you would like to disconnect, you can do that with Disconnect button. Thanks for watching and let us know if you have any questions Sat.
