Zoho Books integration reference

Things to know when synchronizing data with Zoho Books.

Note the following information when building your application using Codat's Zoho Books integration.

Tracking Categories

Tracking Categories are supported for the following data types:

  • Invoices (pull and push)
  • Credit Notes (pull)
  • Bills (pull and push)

Tracking Categories are mapped from Reporting Tags in Zoho Books. Reporting Tags are created using a Tag Name and one or more child Tag Options. The Tag Name and Tag Options are pulled to Codat as separate tracking categories. Tracking category IDs are assigned based on the values of the tag_id (for Tag Name) and tag_option_id (for Tag Options) fields.