ZOHO Projects Integrated to P6-EPPM and QuickBooks

Integrations Between Zoho, P6, and QuickBooks

ZOHO Projects Integrated to P6-EPPM and QuickBooks

Projects, WBS, Tasks, and Resources Integrated with Ease

Written by Nicole Jardin

Client Overview

Consulting firm that supports large client integration projects, software development, and ongoing hosting and support needed a way to integrate ZOHO CRM, ZOHO Projects, ZOHO Desk and Primavera P6.

Challenges

  • Tracking software tools development in ZOHO Projects and client tickets from ZOHO Desk to ensure all deliverables are managed and prioritized with larger client projects

  • Integrate with P6 and Team Member for timesheets that are integrated with role rates and QuickBooks for invoicing

  • Statusing tickets in ZOHO Desk and issues in ZOHO Projects and having them update P6 tasks quickly for weekly client reporting

Results

  • Easily create projects in P6 from ZOHO Projects that land in the right EPS and have project codes critical for integrating to QuickBooks for accounting

  • Easily add in tasks and resource load the tasks to tie to roles and role rates in QuickBooks

  • Update tasks in ZOHO projects and integrate to P6 so that timesheets in Team Member can be updated and integrated into QuickBooks

  • Use TaskList Templates in ZOHO Projects to control the roles assigned in P6 for easier invoicing to clients

  • Updates for statuses and percent completes from ZOHO Projects integrated into P6