Supported Features
Account Deletion Account Deactivation Account ProvisioningAn account with administrator privileges is required for integration.
Prerequisites
How to Log In
Go to the Zoho Expense login page and enter your email address and password to log in.
How to Confirm the Organization ID
After logging in to Zoho Expense, copy the Organization ID from the URL.
Register an OAuth App
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Sign in to
https://api-console.zoho.com/.
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Click ADD CLIENT > Server-Based Applications.
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Enter the required information and click CREATE.
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Go to Settings and check Use the same Oauth credentials for all data centers.
Integration Setup
- In the integrations screen, search for Zoho Expense.
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Enter any workspace name and the organization ID confirmed in the previous step, then click Connect.
- Once the integration is successful, the registered user information will appear in the account list. If the integration does not complete successfully. Go to the Status tab on the integrations screen, click Edit, and try connecting again. If the issue persists, please contact us via chat.