Invoices and credit notes out — in a format Zoho Books imports.
Documents are raised and reconciled in FilFlo first, then exported as files your Zoho Books organisation can import without rework.
Invoice raised in FilFlo
The GST invoice is created in FilFlo's dispatch flow — IRN, e-way bill, the right GSTIN invoicing profile and invoice series — against the approved order.
Tax names resolved per customer
FilFlo applies the tax-name strings configured for that customer, so every exported line carries the exact tax names your Zoho Books organisation expects.
Export generated in import format
Your team runs the invoice report export; FilFlo produces a file formatted for Zoho Books' invoice import — no column rework in a spreadsheet.
Finance imports into Zoho Books
The file is imported into Zoho Books, where the invoices post into the accounting system of record.
Credit notes created — including in bulk
Credit notes are raised in FilFlo, including bulk creation from platform settlement files — each one matched against the invoices it settles.
Same tax-name mapping applies
Exported credit-note rows carry the same per-customer tax-name strings as invoices, so both document types land consistently.
Imported alongside invoices
The credit-note export is imported into Zoho Books, keeping the books aligned with what platforms actually accepted — not just what was shipped.
Tax names that import clean.
Zoho Books identifies taxes by name when a file is imported — and every organisation names its taxes its own way. FilFlo stores those tax-name strings as per-customer configuration, so each exported invoice and credit-note row lands against the tax names your Zoho Books organisation actually uses. No find-and-replace in a spreadsheet before every import.
What crosses the file.
Invoice rows exported in Zoho Books import format — raised in FilFlo with IRN, invoice series and multi-GSTIN invoicing profiles, then formatted for your Zoho Books organisation.
Credit-note rows in the same import format — including credit notes bulk-created from platform settlement files, so settlements reach the books already matched.
Tax-name strings are per-customer configuration in FilFlo. They decide the exact tax names each exported row carries into Zoho Books.
What the workflow guarantees — and where it stops.
Zoho Books stays the system of record
Accounting truth lives in Zoho Books. FilFlo captures and resolves the commercial events — PO intake, SKU-level approvals, fulfillment, GRNs, settlements — that need to be clean before they reach the books.
Exact tax names, every export
Tax-name strings are configured per customer and applied on every invoice and credit-note export, so files import against the tax names your Zoho Books organisation actually uses.
Every row traces back to its trail
Each exported invoice and credit note comes from FilFlo's reconciliation-ready event trail — the PO, the approval, the GRN, the settlement — so finance can answer where any number came from.
Outbound only
FilFlo exports; Zoho Books imports. Nothing is read back — invoice numbering, payments and journals inside Zoho Books stay in Zoho Books.
No line-level API sync
Per-SKU Zoho Books item-ID mapping does not exist in FilFlo, so a line-level API sync is not available. This is a file export and import workflow, not a connector.
Import is a manual step
Exports are generated on demand from FilFlo's reports — there is no scheduled background sync. Plan a cadence, daily or at period close, that fits how your finance team works.
Frequently asked questions.
Is this an API integration with Zoho Books?
No — it is a live file workflow. FilFlo generates invoice and credit-note exports formatted for Zoho Books' import, and your team imports those files. Per-SKU Zoho Books item-ID mapping does not exist in FilFlo, so a line-level API sync is not available. For a native API integration, see FilFlo's Microsoft Dynamics 365 connection, which pushes approved orders out and reads invoices back over OData.
How does tax-name mapping work?
Zoho Books identifies taxes by name when a file is imported, and every organisation names its taxes its own way. FilFlo stores tax-name strings as per-customer configuration, so each exported invoice and credit-note row carries the exact tax names your Zoho Books organisation expects for that customer's documents.
Does anything flow back from Zoho Books into FilFlo?
No. The workflow is outbound only — FilFlo exports, Zoho Books imports. Zoho Books remains the accounting system of record, and FilFlo keeps the operational trail — PO, SKU-level approval, fulfillment, GST invoice, GRN and settlement events — that produced each exported document.
How do platform settlements become credit notes in Zoho Books?
FilFlo turns platform settlement files into matched credit notes in bulk — each credit note tied to the invoices it settles against. Those credit notes are then included in the Zoho Books credit-note export, so the books reflect what the platform actually accepted, not just what was shipped.
When do exports run?
On demand. Your team generates the file from FilFlo's invoice and credit-note reports whenever it is needed — daily, weekly, or aligned with your close. There is no scheduled background sync; the export reflects FilFlo's records as of the moment it is generated.
See a settlement file become Zoho-ready credit notes.
Book a 30-minute demo and see the full loop: PO in, SKU-level approval, GST invoice with IRN, platform settlement file turned into matched credit notes — and both documents exported in Zoho Books import format with your tax names already mapped.