Set up your Zoho Books integration

Zoho Books is a global accounting package with customers in the UK, US, Australia, India, and South Africa.

Before you can access data from customers using Zoho Books for their accounting, you need to set up a Zoho Books integration in the Codat Portal. You'll need to:

  • Register your Zoho Books application.
  • Add the secure keys generated by your registration to the Codat Portal.
  • Enable your Zoho Books integration in the Codat Portal.

Codat recommends that you test your integration before sending Link URLs to customers.

๐Ÿ“˜

Supported versions

Codat currently supports the UK and US regions only for Zoho Books.

๐Ÿ“˜

Zoho Books rate limits

Codat works within the rate limits set by Zoho Books to minimize the impact on data syncs. By default, line items are excluded when retrieving invoices and credit notes. For customers, address and contact information is excluded.

See Zoho Books limits and reduced data pulls to understand more about how Zoho Books controls the volume of data your organization can retrieve, and the number of data connections per organization.

Register your application

๐Ÿ“˜

Developer account details

If you already have a Zoho Books account, have your account details to hand. If you don't, create an account before you start registration.

To register your Zoho Books application.

  1. Go to https://api-console.zoho.com/ and sign in to Zoho Books. If you are using your account for the first time, select GET STARTED.
    The Developer Console is displayed. If the Applications screen is displayed instead, from the top-left corner, select ADD CLIENT.
  2. Select Server-based Applications.
    The Create New Client page is displayed.
  3. Add the following details:
    • From the Client Type list, select Server-based Applications.
    • In the Client Name box, enter your company's name. Your customers see this when they authorise your connection to their accounting system.
    • In the Homepage URL box, enter your company's website address.
    • In the Authorized redirect URIs box, enter https://zohobooks.codat.io/oauth/callback.
  4. Click Create.
    Zoho Books generates the secure keys that you'll need for the next stage of the process.
  5. When the page refreshes with the Client Secret tab selected, either:
    • Keep this page open in a separate browser tab.
    • Copy the Client ID and Client Secret to a Word document or similar.
  6. Select the Settings tab and enable any of the listed regions where your customers are based.
834834
  1. Select the Use the same OAuth credentials for all data centers checkbox.
    Your settings are saved automatically, and a confirmation message is displayed.

Add your secure keys to the Codat portal

To add your secure keys to the Codat Portal:

  1. Log in to the Codat Portal.
  2. On the navigation bar, select Settingsย > Accounting.
  3. Locate the Zoho Books integration, then select Manage.
    The Integration settings page is displayed.
  4. Copy and paste the following values:
    • Client ID into Application ID
    • Client Secret into Application Secret
  5. Click Save.

Enable your Zoho Books integration

  1. In the Codat portal, go to Settings > Accounting.
  2. Locate Zoho Books and use the switch to set the integration to Enabled.

You can also enable this integration directly from its Integration settings page.

Your Zoho Books integration is now set up.


Did this page help you?