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Zoho Books Integration Guide

Connect Zoho Books to BizoSaaS to automate your accounts, sync invoices, and gain real-time AI insights into your financial health.

Prerequisites​

  1. A Zoho Books account (Standard or above).
  2. Administrator access to your Zoho Organization.
  3. Access to the Zoho API Console.

Setup Steps​

1. Register BizoSaaS as a Client​

  • Log in to your Zoho API Console.
  • Click Add Client and select Server-based Applications.
  • Client Name: BizoSaaS Platform.
  • Homepage URL: https://bizoholic.com.
  • Authorized Redirect URI: https://api.bizoholic.com/api/auth/callback/zoho-books.
  • Click Create.
  • Copy the Client ID and Client Secret.

2. Connect to BizoSaaS​

  • Log in to your BizoSaaS Dashboard.
  • Go to Connectors > Accounting.
  • Click Add Connector and select Zoho Books.
  • Enter your Zoho Organization ID, Client ID, and Client Secret.
  • Click Connect with Zoho.
  • You will be redirected to Zoho to authorize our app.
  • Once completed, you will be returned to BizoSaaS.

3. Data Sync Options​

Once authenticated, BizoSaaS will sync:

  • Invoices: For accounts receivable tracking and AI insights.
  • Expenses: To monitor burn rate and profitability.
  • Customers & Contacts: Linked with your CRM for a 360-degree view.
  • Chart of Accounts: For automated classification.

Troubleshooting​

  • Invalid Client ID/Secret: Ensure you are using the correct credentials from the Zoho API Console for your region (e.g., .com, .in, .eu).
  • Scope Errors: Ensure your registration includes necessary scopes (ZohoBooks.fullaccess.all).
  • Organization ID: Find your Org ID in Zoho Books under Settings > Organization Profile.