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WHMCS-ZohoBooks-importer

This, when used as a function in Zoho Books(ZB), will import invoices from WHMCS to ZB, with a bit of pre-configuration.

To make this work, you'll need to:

Create an API key in WHMCS for API use, with at least Billing->GetInvoices,Billing->GetInvoice,Billing->UpdateInvoice,Client->GetClient,Client->GetClientsDetails

Create a function in Zoho Books, Settings->Automation->(I put mine in Schedules to have it run every day)

Create a "books connection" via the "Connections" link in the top left when creating a custom function, name it "bookscon"

Step by step, this function will:

• Search for invoices in WHMCS where they are status whmcs_invoicesearchstatus

• Iterate over invoices found, getting details for each invoice

• If the invoice notes are not empty( Zoho invoice ID and number are stored here for reference), skip invoice and email zoho admin

• Query WHMCS clients for the userid in the invoice details

• Get the contents of whmcs_customfield for the userid, this should contain only the ID of the associated zoho contact(ZB->Sales->Customers->click one->Other details->Customer ID)

• If whmcs_customfield is not set, skip invoice and email zoho admin

• Pull the line items from WHMCS invoice(description, amount)

• Puts it together, adds an invoice with gathered information as status type zoho_addasstatus, and Order number as WHMCS invoice ID

• Updates the WHMCS invoice, adding the Zoho ID and invoice number to the WHMCS invoice notes, and changes the status in WHMCS to whmcs_changestatusto

• If update is unsuccessful, emails the zoho admin

You'll need to:

• Create an API key in WHMCS for API use, with at least Billing->GetInvoices,Billing->GetInvoice,Billing->UpdateInvoice,Client->GetClient,Client->GetClientsDetails

• Create a function in Zoho Books, Settings->Automation->(I put mine in Schedules to have it run every day)

• Create a "books connection" via the "Connections" link in the top left when creating a custom function, name it "bookscon"

• Change the variables according to your environment:

  • orgid = YOUR-ZOHO-ORGID;
  • whmcs_id = 'ENTER-WHMCS-API-ID'; // your API ID, found in wrench->system->API credentials
  • whmcs_secret = 'ENTER-WHMCS-API-SECRET'; // your API secret, found in wrench->system->API credentials
  • whmcs_url = "YOUR-WHMCS-URL/includes/api.php";
  • whmcs_accesskey = "ENTER-WHMCS-API-ACCESSKEY"; // your access key, found in your whmcs_config.php file
  • whmcs_customfield="ENTER-CUSTOMFIELD_ID"; // your custom field id, like "customfields2"
  • zoho_addasstatus="draft"; // status type to add invoices to zoho books
  • zoho_payment_terms="60"; // payment terms to add invoice with in zoho books
  • whmcs_invoicesearchstatus="unpaid"; // status type to look for invoices in WHMCS
  • whmcs_changestatusto="Payment Pending"; // status to change WHMCS invoices to after successful addition to zoho books