Seamless Data Flow: Zoho and Zuper Integration Explained
Are you using any of Zoho’s suite of products for your field service operations?
If yes – you can save yourself the time to migrate or sync data with Zuper using our Zuper-Zoho integration feature.
In this guide, we show you the various options our integrations provide you and how to implement it.
Why integrate Zuper and Zoho for better field service management?
Zoho has a suite of business tools that cater to various business process management like bookkeeping, customer management, documentation, sales, and more. While Zoho is a great tool for overall project management – it does not cater specifically to the needs of operating a field service business.
For example, Zoho’s people management features are good for handling in-office teams, but cannot manage remote field service technicians who must be monitored for effective service delivery.
Zuper is a specialized software catering to automating and streamlining field service management operations. It leverages the latest technology like GPS, Artificial Intelligence, data analysis and algorithms to effectively manage workers, inventory, customers, and more.
Here’s how using field service management software like Zuper helps overcome limitations of using standalone Zoho Office Suite.
- GPS tracking: FSM softwares comes with GPS technology to help your teams navigate traffic, find shortest routes, and provide a mapped interface to quickly check job status. This improves resource allocation.
- Data analysis: Zuper helps you generate reports for different timelines across your business finances, inventory, workforce performance, and more. It can also do forecasting to help you predict equipment failure or financial troubles.
- Intelligent dispatching: using trained algorithms, it is possible to automatically schedule the job and dispatch relevant field service technicians without manual intervention of workers.
- Manage contracts: FSM software helps automate contract creation, assignment, signatures, payments, and documentation in a single platform.
- Track timesheets: FSM software includes dedicated features to manage workforce timesheet submissions, time off requests, and other administrative tasks.
Zoho-Zuper integrations for sales teams
If you’re using Zoho CRM for your marketing and lead management, then you can integrate the captured data directly into Zuper’s field service management software.
Here’s how you can leverage the best of Zoho CRM and Zuper:
- On closing the lead in Zoho CRM, you can pass the customer’s data into Zuper to create work orders and schedule them.
- Convert deals closed on Zoho CRM into service requests under Zuper for further work order management.
- Manage sending notifications to customers or leads and integrate the campaign data with Zuper.
Zoho-Zuper integration for accounting and finance teams
If you’re using Zoho books for your invoice management and bookkeeping tasks, then you can sync or share the data with Zuper or vice versa. Zoho provides a 2-way data sync – thus enabling you to use both software features for maximum output and intelligence.
Here’s how you can leverage Zoho Books and Zuper for better accounting practices:
- Send completed work order data like hours worked, billings details, customer feedback, etc to Zoho Books for further processing.
- The integration helps avoid any manual data migration hassles. You can also sync data from the Zuper app to Zoho Books in real time with every transaction.
- Send processed accounting data to Zuper’s data analysis features for forecasting and financial analysis.
- Get a complete 360-degree overview of customer payments, services ordered, overdues remaining, revenue generating activities, and more.
Zoho-Zuper integration for inventory management
Inventory management helps align resource allocation and optimize expenses. If you’re using Zoho inventory software for the same, you can integrate it with Zuper to further improve resource allocation and dispatching.
Here’s how you can leverage Zoho Inventory and Zuper for better inventory management operations:
- Zuper allows a 2-way sync between Zuper’s tracked inventory data and Zoho inventory data. This removes any need for manual data entry.
- Manage taxes seamlessly using third-party tools that integrate with Zoho Inventory – thus further improving Zuper’s capabilities in resource allocation and cash flow management.
- Share data about vendor invoices, payments completed or pending, and update equipment health by syncing Zoho and Zuper together.
Get more done with Zuper’s integration with Zoho software
If your business was using Zoho for various business operations, Zuper takes your digitization efforts a step further to manage field service delivery. Book a demo today and our team will help you get started with the integration.
