Automate Sales Commission Calculations For Zoho Books

Stop rebuilding commission spreadsheets from Zoho Books data every payout cycle. Sales Cookie connects to Zoho Books once - in any Zoho data center - and calculates commissions automatically - accurately and on time.

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Zoho Books Wasn't Built To Calculate Sales Commissions

Zoho Books is great at accounting. But it has no concept of quotas, tiers, splits, or payout schedules - so most Zoho Books users end up rebuilding commissions by hand in spreadsheets every month.

4.2 %

Percentage of payouts later identified as overpayments

23 hrs

Administration time spent per month on repetitive tasks

62 %

Representatives using shadow accounting to verify payouts

Commission Automation For Zoho Books

Ready to become your sales team's hero? Sales Cookie is a powerful sales commission management solution for SMBs. Our cloud-based solution makes it easy to design and manage sales incentive plans - even very complex ones. Every sales representative gets a personalized dashboard with their goals, crediting, and rewards. All calculations are fast and accurate so you can pay reps on time. Here is what the admin console and rep dashboards look like.

What Syncs From Zoho Books

Sales Cookie syncs the transaction records below from Zoho Books - down to the line-item and allocation level - so commissions are always calculated on up-to-date data. Zoho Books only ever produces transactions for Sales Cookie; participants and users are managed separately inside Sales Cookie.

Invoices

Invoices
Invoice Line Items

Credit Notes

Credit Notes
Credit Note Line Items

Customer Payments

Customer Payments
Customer Payment Allocations

Frequently Asked Questions

How Does The Integration Work?

Authorize our application once via OAuth. We'll sync records from Zoho Books every hour. All calculations use up-to-date Zoho Books data.

Which Records Will Sync From Zoho Books?

Sales Cookie syncs invoices, invoice line items, credit notes, credit note line items, customer payments, and customer payment allocations. You can also filter records within Sales Cookie.

Is Any Coding Required For The Integration?

Coding is NOT required because we offer native integration with Zoho Books.

Which Zoho Data Centers Are Supported?

Sales Cookie supports all major Zoho data centers - including the US, Europe, India, and others - so the integration works no matter where your Zoho Books account is hosted.