Approved source state
Export only records that have reached the required governed state.
Zoho Books workflow
Plan a safe CostGrid and Zoho Books hand-off
Use CostGrid for budget-to-payment project controls and Zoho Books for the accounting scope your organisation configures. The current release documents the boundary; a live connector is not certified.
Where control breaks
Recognise the warning signs
- Cost codes do not map cleanly
- Draft project records reach accounts
- Connector failures are invisible
The CostGrid control path
Idempotency requirement
Any future connector must use stable external IDs so retries cannot create duplicate accounting records.
Visible failures
A future connector must record delivery status and reconciliation references instead of silently dropping updates.
Operational outcome
The proposed integration boundary can be certified without coupling the systems through shared private tables.
Control one live project before expanding
Start with one live project, keep the control trail intact, and expand only after the workflow proves useful.