The Zoho Books integration allows you to enrich your Fygr interface by pulling in your customer and supplier billing data.
To set up the connection with Zoho Books, please follow the steps below:
Click on
+ Add an Integration.Select
Zoho Books, then clickConfirm.
Log in to your Zoho Books account to generate your Zoho Books API key. (Should you have difficulty locating this, do not hesitate to contact Zoho Books support for assistance.)
Return to your Fygr account, paste the API key you previously copied, then click
Confirm.
Select the data you wish to import from Zoho Books, then click
Synchronise Data.
Note:
401corresponds to supplier invoices, and411corresponds to customer invoices.Once the synchronisation is complete, click
View My Dashboard.
Navigate to the
Due Datestab to view all your imported invoices.
On the Dashboard, switch to the table view to assess the impact of these invoices on your Fygr cash flow forecast. The green bar indicates that invoices are present.
Should you require any assistance, please do not hesitate to contact our support team :
📞 01 76 50 33 88
📧 [email protected]
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