The CRM systems of today, like Zoho, make accounting integrations simple and seamless if that’s a feature you want to take advantage of. However, Zoho accounting integrations can also be confusing at times. In this blog, we debunk some common myths when it comes to Zoho accounting integrations.
Myth #1: Zoho accounting integrations are simple
Fact: This will depend on various factors, such as whether something is pre-built or if you’re new to Zoho. You may need the help of a programmer or you may need to use export/import tools. Moving forward, it will need to be supported, because databases, software, and the environment will change. In some cases, it may be simple enough to integrate your accounting system if you receive the right training beforehand and during the process.
Myth #2: I have to integrate my accounting system with Zoho
Fact: Not necessarily. Zoho offers a lot of features and options for integrations, but for a lot of people, it’s not worth the time and effort to integrate their accounting system. It may be worth it for your business, but it’s certainly not a requirement. Instead, you may want to focus your time on integrating other things into Zoho.
Myth #3: Having the API solves any accounting system integration issues
Fact: It can help, but it won’t solve all issues . Application Programming Interfaces can be useful for developers, but know that this is just a tool, and not source code. You may hit roadblocks when it comes to what you can integrate. As such, if your accounting integration needs are complicated, it’s important to do your due diligence beforehand. Accounting vendors can be particular about what data and information can be manipulated with and for different reasons. Additionally, if you’re going to need an API for your accounting system integration, then it is likely you will need to work with a developer throughout the process. It may not be the easiest task, but you’ll want to find someone who doesn’t just have good communication skills, but is also familiar with the API. If you find the right person, paired with a good API, it can do wonders for your accounting system integration with Zoho.
The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!
