A clear, step-by-step guide for SiFi customers to connect their Zoho Books account to SiFi and start syncing transactions.

Getting Started

Before you begin:

• Create a dedicated Zoho Books user for this integration: This will help you clearly identify transactions synced from SiFi, as they will show as synced by this user. Make sure to assign the role Admin during the creation of this user.
• You can also use your own Zoho Books admin account if preferred (ensure you have Admin access)
• Confirm your Zoho Books Chart of Accounts is up to date.

Integration Overview

The integration process happens in two main steps:

1. Sync configuration data from Zoho Books to SiFi (such as accounts, vendors, currencies). This step can only be performed by users with the Admin or Finance Manager role in SiFi.
2. Sync transactions from SiFi to Zoho Books. This step can be done by users with the Accountant role in addition to Admin and Finance Manager.

Integration Steps

• Once the connection is confirmed, go back to your SiFi tab to continue.
• Once selected, click Continue. This step may take a moment while the system syncs — the time needed will depend on the size of your Chart of Accounts.
  

• After the sync completes, you will be taken to your Integration Configuration page.
• Here, you’ll see the synced attributes from Zoho Books displayed.
• An Auto Sync option is available and set by default; this will automatically refresh your data daily without any manual action, keeping SiFi up to date with your latest Zoho Books information.

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• Set your Source Account: This is the account in Zoho Books that is linked to your SiFi wallet.
• Now your configuration is complete. Head to the Accounting menu to start syncing your transactions to Zoho Books
  

Step 6 — Explore the Accounting Menu

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• Go to the Accounting menu in the sidebar.
• This tab is available to users with Admin, Finance Manager, and Accountant roles.

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• To verify transactions, you need to assign at least an account to each transaction.
• The account you assign will correspond to the transaction direction:
  • For debit transactions, you assign the debit account.
  • For credit transactions, you assign the credit account.
  • The opposite side is automatically set to your Source Account configured in Step 5.

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• SiFi provides a bulk action option to assign accounts to multiple transactions at once
• For example, you can filter transactions by a budget, such as Budget = "Marketing Campaign 2025", and bulk assign all these transactions to the Zoho account Marketing Expenses.
• This bulk assignment saves time and ensures consistent accounting.
• Always review assigned accounts before completing verification.
• All verified transactions will be moved to the Verified tab for easy tracking.§

Step 8 — Sync Transactions

• Once you finish verifying your transactions for the week (by employee, budget, or whatever logic works for you), you can sync all at once.