Connect Zoho Books to Applied Indio
Bridge Zoho Books and Applied Indio to keep business data consistent. Help teams work efficiently when customer, product and financial records are aligned.
The world’s most innovative companies run on Commercient
SYNC data from Zoho Books to Applied Indio and back!
*Connection pairings may vary based on your platform specifications
Why Commercient?
With Commercient, you can integrate everything from basic data entry to on-premise or cloud-based end-to-end processes.
Credit note and returns management
Connect Zoho Books Credit Notes and returns data to Applied Indio to keep customer account balances and return records aligned between both systems.
Purchase order management
Export Zoho Books Purchase Orders to Applied Indio so procurement and operations teams can manage purchasing from either system with consistent data.
Payment and cash management
Sync Zoho Books Customer Payments and receipt data to Applied Indio so financial records and customer payment status are current in both platforms.
Quote and estimate management
Connect Zoho Books Estimates to Applied Indio so quoting activity is visible and consistent across both systems for sales and operations.
Trusted by teams from Fortune 500s to startups
See why more customers are choosing Commercient than any other solution
The sales team doesn’t have to constantly email finance to get the answers they need. It’s right there in the CRM. Working with Commercient was refreshing: they followed the timeline and delivered on schedule.
Edward Rochford
CEO of Ascent
Ownership has improved visibility of sales and customers, thanks to Commercient SYNC.
Ed Haniffa
Derlea Brand Foods
Commercient helps us save time, improve efficiency, avoid potential errors, and removing manual order entry. If we get 50 orders or more a day, it's difficult and time consuming to do that manually.
John Le
Northern Feather Canada
Make work flow with Commercient agents
Level up your Zoho Books to Applied Indio integration with Agentic AI. Securely extract, summarize, and transform your integration data.
About Zoho Books
Zoho Books is cloud accounting software for small and mid-size businesses, managing invoices, expenses, bank reconciliation, inventory, customer records and financial reporting.
About Applied Indio
Applied Indio is an insurance application and workflow platform for commercial insurance, managing policy applications, renewals, document collection and submission workflows.
Nick N.
4 months ago
We have been working with Commercient for over four years now and whilst initial set up was slow as we have limited resources and IT infrastructure, since implementation, it has been a breeze. Successfully passing information through from our ERP to CRM and back again. It helps our Finance team provide a better service with more connected data every day. For what they do, I don't believe there is a better option on the market. Thanks to the team, your work is very much appreciated!
Mark R.
4 months ago
Commercient has been incredibly valuable in connecting our ERP to our CRM, a process we our technical team didn't have the capacity to handle ourselves at the time. Throughout our project, every member of the Commercient team was extremely supportive and went the extra mile to assist us. I recommend Commercient to anyone looking for a solution to streamline certain business processes.
Arturo V.
4 months ago
It has been an amazing partnership so far.
Andrew K.
4 months ago
Spent years trying to make it connect Sage + Zoho, worked for a few months and never again, finally gave up and they still made us pay out the term. Now using JobRouter and much better support and service
John L.
5 months ago
Our order entry process needed a boost in efficiency and a reduction in manual entry errors, and Commercient delivered by setting up a synchronization system between our Shopify platform and our Syspro ERP system. The Commercient team, especially Ellen, Beatriz, Pranay, and Diego, were incredibly helpful throughout the process. I would recommend Commercient to anyone because they are able to familiarize themselves with your systems and synchronize them seamlessly, showing great patience and expertise throughout the process.
Kepler E.
5 months ago
We needed a solution to link our ERP system with our CRM for real-time syncing of opportunities and sales orders, and Commercient proved to be the perfect fit. Vicky from the team truly stood out, guiding us expertly through the setup and onboarding process. I would recommend Commercient for their reasonable pricing and the extensive customizations they offer to meet specific needs.
Jonathan S.
6 months ago
Commercient SYNC is a critical part of our business infrastructure. We utilize the product to bi-directionally sync our CRM and ERP systems together to create a seamless data environment for our users. The product is very reliable, and the support team is responsive.
Eric C.
6 months ago
Our goal was to connect and integrate our CRM with our ERP, and Commercient made this a seamless process. Their service and support team were responsive and always ready to assist during the entire integration process and beyond. I would recommend Commercient because their sync works superbly, providing an essential function that ensures our CRM has the necessary data our sales team needs.
Shepherd Specialty P.
8 months ago
As a customer, I found Commercient to be a valuable tool for synchronizing our accounting system, Sage, with Salesforce objects. This feature has significantly streamlined our workflow by eliminating the need for manual entry of pricing details, which has notably increased our productivity by 32% across all teams at Shepherd. I would like to especially acknowledge the commendable support we received from Beatríz González, who was consistently helpful throughout our project. While there can be challenges in the initial stages of implementation, the overall business growth and team dynamic improvements we've seen with Commercient make it a worthwhile choice for any company seeking to enhance their operations.
Frequently asked questions (FAQs)
Commercient can support surfacing Zoho Books data inside Applied Indio views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.
Commercient scopes each integration project based on the customer's Zoho Books and Applied Indio configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.
Yes, Commercient can sync Zoho Books Sales Orders history to Applied Indio Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.
Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.
Commercient can synchronise key Zoho Books ERP data with Applied Indio, such as Contacts, Contact Persons, Items, Inventory, Sales Orders, Invoices and Customer Payments. Supported objects and sync direction depend on the customer's system setup and project scope.
