ZOHO Projects Integrated to P6-EPPM and QuickBooks
Integrations Between Zoho, P6, and QuickBooks
![ZOHO Projects Integrated to P6-EPPM and QuickBooks](https://www.emerald-associates.com/media/zoo/images/tree1-2261936000057150001_90501324b5e739291b429f2edbf574f2.png)
Projects, WBS, Tasks, and Resources Integrated with Ease
![](/images/zoo/casestudies/tree1-2261936000057150001.png)
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
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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
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Integrate with P6 and Team Member for timesheets that are integrated with role rates and QuickBooks for invoicing
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Statusing tickets in ZOHO Desk and issues in ZOHO Projects and having them update P6 tasks quickly for weekly client reporting
Results
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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
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Easily add in tasks and resource load the tasks to tie to roles and role rates in QuickBooks
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Update tasks in ZOHO projects and integrate to P6 so that timesheets in Team Member can be updated and integrated into QuickBooks
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Use TaskList Templates in ZOHO Projects to control the roles assigned in P6 for easier invoicing to clients
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Updates for statuses and percent completes from ZOHO Projects integrated into P6