Zoho Books Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Zoho Books connector.

Zoho Books is a one-stop platform for managing your accounting tasks and organizing your transactions.

This topic describes how to authenticate to Zoho Books and configure any necessary connection properties in the Zoho Books connection connector.

Connection Configuration #

Each connection property available in the Zoho Books connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Accounts Server #

The full Account Server URL.

Most of the time, the value of this property will be https://books.zoho.com, but if your account resides in a different location, then the domain should change accordingly (.com, .eu, .in, .com.au, and so on).

Organization ID #

The Id associated with the specific Zoho Books organization you wish to connect to.

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

Advanced Configurations #

This section contains advanced configuration parameters.

Include Custom Fields #

Set whether to include custom fields that are added to the views.

If set to FALSE, the custom fields of the tables will not be retrieved.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.