How do I add a Primary Customer to fetch projects from Zoho Projects?

When you integrate your Zoho Books organisation with Zoho Projects, only the projects that are associated with the primary customer will be fetched into Zoho Books.

There are three ways to associate a primary customer with a project:

While adding a customer company to your portal

When you add the first customer company to your projects in the Zoho Projects portal, it becomes your primary customer by default. Here’s how:

Click the Setup icon in the top right corner.
Click Manage Users in the left sidebar and select Customer Users.
Click Add Customer Company.
In the Add New Customer Company pop-up, enter the Customer Company Name.
In the Customer User Information section, associate a project and enter any other necessary details. If this is the first customer company in the selected project, it will be set as the primary customer by default.
Enter the other required details and click Add.

The primary customer will be added to your Zoho Projects portal.

While adding a customer company in your project

If you are working on a particular project and want to add a primary customer, you can do it from the Users module of your Zoho Projects portal. Here’s how:

Go to Projects on the left sidebar.
Select the project for which you’d like to add a primary customer.
Click the More icon near the tab displayed, and select Users from the dropdown.
In the Users tab, click the Users dropdown and select Customer Users.
Click Add Customer Company.
In the Add New Customer Company pop-up, enter the required details and click Add.

If you want to mark that customer as the primary customer of the project, check the option Mark as Primary Customer below the Customer Company Name field.

Note: If this is your first customer company in the project, the Mark as Primary Customer option will be disabled. This option will only be available when you add subsequent customer companies to the same project.

While creating transactions in the Finances tab

To create any transaction for a project, you must have a primary customer. To add a primary customer:

Go to Projects on the left sidebar of your Zoho Projects portal.
Select the project for which you would like to create a transaction.
Click the More icon near the tabs displayed and select Finance from the dropdown.
In the Finance tab, click Add Primary Customer.
In the Add Primary Customer pane, select the Customer Company you want to add as a primary customer.
Click Add as Primary Customer.

The primary customer will be created, and you can record transactions for the respective project. These transactions will also be synced when you integrate your Zoho Projects protal with Zoho Books.

Was this document helpful?

Yes

Was this document helpful?

By clicking Submit, you agree to our Privacy Policy .

Thank you for your feedback!