Enhance your financial operations by integrating Zoho with Credit-IQ for efficient accounts receivable management.

How to Integrate Zoho

Set up

Navigate to the ERP/Integrations tab, select Zoho from the menu, and click the icon. The Connection Wizard will appear.


Navigate through the wizard steps and select Zoho from the dropdown menu. You will be shown which data Credit-IQ will have access to via Zoho. A new window will open, log into your Zoho account and authorise the connection by clicking “approve”.


Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.