Supported Features
Account Creation Account DeletionAn administrator account is required for the integration.
Prerequisites
How to Log In
Go to the Zoho Books login page and log in with your email address and password.
How to Find Your Organization ID
After logging in to Zoho Books, 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 the box for Use the same Oauth credentials for all data centers.
Integration Setup
- In the integrations screen, search for Zoho Books.
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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 be displayed in the account list. If the process does not complete successfully. edit the integration from the Status tab on the integrations screen and try again. If the issue persists, please contact us via chat.