Connect Zoho Books to Zoho Inventory like Magic
How to Use Magical to Transfer Data from Zoho Books to Zoho Inventory
Connect your apps with ease
Transfer Data from Zoho Books to Zoho Inventory: A Step-by-Step Guide
With Magical, you can transfer data from Zoho Books to Zoho Inventory in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Zoho Books to Zoho Inventory, helping you streamline your inventory management and optimize your business processes.
More Zoho Books integrations with Magical
What Zoho Books data can you transfer
Magical enables you to transfer a wide array of data from Zoho Books to Zoho Inventory. Here are some examples of the information you can extract:
Product Name
Product Description
Quantity
Price
And move more types of information by creating your own custom labels.
How to Transfer data from Zoho Books to Zoho Inventory using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Zoho Books to Zoho Inventory for more efficient inventory management. Follow these steps:
Sign in to your Zoho Books account and open the invoice containing the data you want to transfer, such as product information and pricing details.
In Zoho Books, label the information you want to transfer with Magical, like Product Name, Description, Quantity, or Price.
Sign in to your Zoho Inventory account and open the record where you want to add the Zoho Books data.
Type "//" in an empty field and select the information you want to transfer from Zoho Books such as Product Name, Quantity, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Zoho Books and Zoho Inventory
Efficient inventory management is crucial to maintaining business operations. Zoho Books is a powerful accounting software and Zoho Inventory is a robust inventory management solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Zoho Books to Zoho Inventory, allowing you to focus on managing your inventory and improving business operations.
Other ways to connect Zoho Books and Zoho Inventory
Using Zapier
Zapier provides a seamless connection between Zoho Books and Zoho Inventory, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Zoho Books and Zoho Inventory is by directly utilizing their APIs. By integrating both APIs, you empower your team with real-time inventory insights, fostering improved communication and a superior business experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
