When you add a new service or product based on grouping in Zenoti, it is recommended to add the same item in the accounting platform with the relevant item type (Service, Inventory, Non-Inventory, and Other Charge).

For the accounting platform, you can create the new items even from the Sale Orders Summary report.

To check the item type that you’ve selected in Zenoti

  1. Navigate to Admin > Integrations > Accounting and expand the Item Type Mapping section.
    Important: You can see the Item Type Mapping section only if you’ve selected the Invoice-wise option under the Configuration section.

2. Expand the Item Type Mapping section and check the Mapped Item Type that is selected for the new item that you want to create in the accounting platform.

Note the mapped item type and select the same item type in the accounting platform.

After you add the item (product or service) in the accounting platform and map it to the correct item type, the item is automatically synced after the duration specified for Schedule under the Sync Schedule section.

To sync a new product created in the accounting platform instantly

  1. Ensure you are at the center level or organization level and navigate to Admin>Integrations> Accounting.

  2. Expand the Manual Sync section.

  3. Under Products, select one of the following options:

    a. Products Modified On or After
    Select this option if you want to sync products that are added or modified on a particular date or after a particular date. When you select this option, you are required to select the date as well.

b. All Products
Select this option if you want to sync products that are added or modified till the current date.

4. Click Get.
Important: Ensure that the product code in Zenoti has a matching SKU in the accounting platform.

To sync a new service created in accounting platform immediately

  1. Ensure you are at the center level or organization level and navigate to Admin > Integrations > Accounting.

  2. Expand the Manual Sync section.

  3. Under Services, select one of the following options:
    a. Services Modified On or After
    Select this option if you want to sync services that are added or modified on a particular date or after a particular date. When you select this option, you are required to select the date as well

b. All Services
Select this option if you want to sync services that are added or modified till the current date

4. Click Get.
Important: Ensure that the service code in Zenoti has a matching SKU in the accounting platform.

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