---
title: 'Zoho Books + Smartsheet'
url: 'https://www.staging38.commercient.com/product/zoho-books-smartsheet/'
date: '2026-06-19T11:34:12-04:00'
modified: '2026-06-19T11:34:13-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Zoho Books to Smartsheet, giving your team access to Zoho Books data directly within Smartsheet. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Zoho Books and Smartsheet, aligning project costs, customer data and financial records between both systems. Both platforms stay current with the same customer, order and financial data when the sync is running.

## What syncs

- Sync Zoho Books Vendor Contacts to Smartsheet
- Export Zoho Books Purchase Orders to Smartsheet
- Connect Zoho Books Customer Payments to Smartsheet
- Sync Zoho Books Credit Notes to Smartsheet
- Update Zoho Books Contacts from Smartsheet Data
- Import Smartsheet Records into Zoho Books as New Entries

## Why Commercient

### Account and contact management

Keep Zoho Books Contacts and Contact Persons aligned with Smartsheet account records so all customer-facing teams work from the same data.

### Reporting and data visibility

Sync Zoho Books transactional data to Smartsheet so teams have the information they need for reporting, planning and operational decisions.

### Credit note and returns management

Connect Zoho Books Credit Notes and returns data to Smartsheet to keep customer account balances and return records aligned between both systems.

### Purchase order management

Export Zoho Books Purchase Orders to Smartsheet so procurement and operations teams can manage purchasing from either system with consistent 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 Smartsheet

Smartsheet is a work management and collaboration platform for teams, managing projects, tasks, resource planning, automations, forms and reporting.

## Frequently asked questions

### Can Zoho Books Price Lists sync to Smartsheet?

Commercient can sync Zoho Books Price Lists to Smartsheet when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Zoho Books and how Smartsheet accepts pricing data.

### Can Zoho Books Vendor Contacts and Purchase Orders sync to Smartsheet?

Commercient can support syncing Zoho Books Vendor Contacts and Purchase Orders to Smartsheet when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Zoho Books and Smartsheet integration scoped and implemented?

Commercient scopes each integration based on the customer's Zoho Books and Smartsheet configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can Zoho Books Invoices data sync to Smartsheet?

Yes, Commercient can sync Zoho Books Invoices data to Smartsheet when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.

### Can new records created in Smartsheet be imported into Zoho Books?

Commercient can support importing new records created in Smartsheet into Zoho Books when included in the integration scope. Direction and object coverage depend on project configuration.