Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.moniebook.moniepoint.com/llms.txt

Use this file to discover all available pages before exploring further.

Moniebook integrates with Zoho Inventory to keep sales and inventory data aligned across your business. This integration is designed for businesses that use Moniebook for point-of-sale operations and Zoho Inventory for inventory management. It helps reduce manual updates, improve stock visibility across branches, and ensure that sales and inventory records remain consistent across both systems.

​
What this integration enables

The Moniebook x Zoho Inventory integration connects branch-level sales activity with central inventory management. With this integration, you can:
  • sync product information from Zoho Inventory into Moniebook
  • keep inventory levels updated in Moniebook
  • reflect warehouse-level inventory across mapped branches
  • send completed sales from Moniebook into Zoho Inventory
  • control item availability across different branches
  • align locations, items, and units across both systems
This allows your team to manage day-to-day sales in Moniebook while maintaining accurate inventory records in Zoho Inventory.

​
What syncs between Moniebook and Zoho Inventory

From Zoho Inventory to Moniebook

Moniebook receives operational data from Zoho Inventory, including product and item records, inventory data, warehouse/location-linked item availability, units of measure, and mapping data used for synchronization.This ensures that products and stock levels available at the point of sale reflect what is defined in Zoho Inventory.

From Moniebook to Zoho Inventory

Moniebook sends transactional data to Zoho Inventory, including completed sales (when enabled) and sales notes or metadata, depending on configuration.This allows sales activity captured in Moniebook to be reflected in Zoho Inventory for reporting and inventory tracking.

​
How it works

The integration runs through scheduled synchronization between Moniebook and Zoho Inventory. Product and inventory updates are pulled from Zoho Inventory into Moniebook at regular intervals. Sales recorded in Moniebook can then be sent to Zoho Inventory based on your configuration. The integration uses incremental updates to process only new or changed records, helping reduce duplication and improve performance.

​
Sync frequency

The integration runs on defined intervals depending on the data type:
DataFrequency
Product catalogEvery 5 minutes
InventoryEvery 5 minutes
SalesNear real-time (typically within 1 minute when enabled)
Selective item syncConfigurable
These intervals help keep both systems up to date while supporting reliable data flow.

​
Ready to get started?

Getting started is simple.
1

Connect your account

Connect your Zoho Inventory account to Moniebook through a secure authorization flow.
2

Configure your mappings

Configure key mappings such as warehouses, items, and units.
3

Run and validate

Once setup is complete, an initial sync is run and validated to ensure everything is aligned. Sales synchronization can then be enabled (if required), and the integration can go live.

​
What you need to provide

To set up the integration, your team will need to:
  • access your Zoho Inventory account
  • connect your Zoho account to Moniebook
  • log in to Zoho and approve access when prompted
Access is granted securely through Zoho during setup, so you don’t need to share your login details directly.

​
What your team needs to do

During setup, your team will:
  • authorise Moniebook’s access to Zoho Inventory
  • confirm warehouse-to-branch mapping
  • confirm product/item mappings where required
  • confirm unit of measure mappings
  • confirm payment method mapping (for sales sync)
  • choose whether to enable sales synchronization
  • review and confirm the initial sync setup
These steps ensure that data is aligned correctly and that synchronization behaves as expected.

​
Built for reliable operations

The integration is designed for consistent, day-to-day use. It uses incremental synchronization, controlled sync intervals, and mapping logic to keep records aligned across both systems. Background processing ensures data continues to sync without manual intervention. These controls help reduce errors and support stable operations across your business.

​
Support

Moniebook provides support for setup, troubleshooting, and ongoing maintenance. You can reach out for help with onboarding, connection setup, mapping configuration, synchronization issues, or custom integration needs.