When you configure an export, import, or other type of flow step using the prebuilt Zoho Books connector, you can select any of the API operations listed below*, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Zoho Books API documentation. *You can also create a composite endpoint for this application in HTTP mode.
|
Resource |
API endpoint |
Export |
Import |
|---|---|---|---|
|
Bank accounts |
List view of accounts |
X |
|
|
Get account details |
X |
||
|
Get last imported statement |
X |
||
|
Create a bank account |
X |
||
|
Update bank account |
X |
||
|
Delete an account |
X |
||
|
Deactivate account |
X |
||
|
Activate account |
X |
||
|
Delete last imported statement |
X |
||
|
Bank rules |
Get rules list |
X |
|
|
Get a rule |
X |
||
|
Create a rule |
X |
||
|
Update a rule |
X |
||
|
Delete a rule |
X |
||
|
Bank transactions |
Get transactions list |
X |
|
|
Get transaction |
X |
||
|
Get matching transactions |
X |
||
|
Create a transaction for an account |
X |
||
|
Update a transaction |
X |
||
|
Delete a transaction |
X |
||
|
Match a transaction |
X |
||
|
Unmatch a matched transaction |
X |
||
|
Exclude a transaction |
X |
||
|
Restore a transaction |
X |
||
|
Categorize an uncategorized transaction |
X |
||
|
Categorize as expense |
X |
||
|
Uncategorize a categorized transaction |
X |
||
|
Categorize a vendor payment |
X |
||
|
Categorize as customer payment |
X |
||
|
Categorize as credit note refunds |
X |
||
|
Categorize as vendor credit refunds |
X |
||
|
Categorize as customer payment refund |
X |
||
|
Categorize as vendor payment refund |
X |
||
|
Base currency adjustment |
List base currency adjustment |
X |
|
|
Get base currency adjustment |
X |
||
|
List account details for base currency adjustment |
X |
||
|
Create a base currency adjustment |
X |
||
|
Delete a base currency adjustment |
X |
||
|
Bills |
List bills |
X |
|
|
Get a bill |
X |
||
|
List bill payments |
X |
||
|
List bill comments and history |
X |
||
|
Create a bill |
X |
||
|
Update a bill |
X |
||
|
Delete a bill |
X |
||
|
Void a bill |
X |
||
|
Mark a bill as open |
X |
||
|
Apply credits |
X |
||
|
Add comment |
X |
||
|
Update billing address |
X |
||
|
Delete a payment |
X |
||
|
Delete a comment |
X |
||
|
Chart of accounts |
List chart of account |
X |
|
|
Get an account |
X |
||
|
List of transactions for an account |
X |
||
|
Create an account |
X |
||
|
Update an account |
X |
||
|
Delete an account |
X |
||
|
Mark an account as active |
X |
||
|
Mark an account as inactive |
X |
||
|
Delete a transaction |
X |
||
|
Contact persons |
List contact persons |
X |
|
|
Get a contact person |
X |
||
|
Create a contact person |
X |
||
|
Update a contact person |
X |
||
|
Delete a contact person |
X |
||
|
Mark as primary contact person |
X |
||
|
Contacts |
List contacts |
X |
|
|
Get contact |
X |
||
|
Get statement mail content |
X |
||
|
List comments |
X |
||
|
Get contact addresses |
X |
||
|
List refunds |
X |
||
|
Create a contact |
X |
||
|
Update a contact |
X |
||
|
Delete a contact |
X |
||
|
Mark as active |
X |
||
|
Mark as inactive |
X |
||
|
Enable portal access |
X |
||
|
Enable payment reminders |
X |
||
|
Disable payment reminders |
X |
||
|
Email statement |
X |
||
|
Email contact |
X |
||
|
Add additional address |
X |
||
|
Track 1099 |
X |
||
|
Untrack 1099 |
X |
||
|
Edit additional address |
X |
||
|
Delete additional address |
X |
||
|
Credit notes |
List all credit notes |
X |
|
|
Get a credit note |
X |
||
|
Email history |
X |
||
|
Get email content |
X |
||
|
List credit note template |
X |
||
|
List invoices credited |
X |
||
|
List credit note comments and history |
X |
||
|
List credit note refunds |
X |
||
|
List refunds of a credit note |
X |
||
|
Get credit note refund |
X |
||
|
Create a credit note |
X |
||
|
Update a credit note |
X |
||
|
Delete a credit note |
X |
||
|
Email a credit note |
X |
||
|
Void a credit note |
X |
||
|
Convert credit note to draft |
X |
||
|
Convert to open |
X |
||
|
Credit to an invoice |
X |
||
|
Add a comment |
X |
||
|
Refund credit note |
X |
||
|
Update billing address |
X |
||
|
Update shipping address |
X |
||
|
Update a credit note template |
X |
||
|
Update credit note refund |
X |
||
|
Delete invoices credited |
X |
||
|
Delete a comment |
X |
||
|
Delete credit note refund |
X |
||
|
Currencies |
Create a currency |
X |
|
|
Update a currency |
X |
||
|
Delete a currency |
X |
||
|
Create an exchange rate |
X |
||
|
Update an exchange rate |
X |
||
|
Delete an exchange rate |
X |
||
|
Currency |
List currencies |
X |
|
|
Get a currency |
X |
||
|
List exchange rates |
X |
||
|
Get an exchange rate |
X |
||
|
Customer payments |
List customer payments |
X |
|
|
Retrieve a payment |
X |
||
|
List refunds of a customer payment |
X |
||
|
Details of a refund |
X |
||
|
Create a payment |
X |
||
|
Update a payment |
X |
||
|
Delete a payment |
X |
||
|
Refund an excess customer payment |
X |
||
|
Update a refund |
X |
||
|
Delete a refund |
X |
||
|
Estimates |
List estimates |
X |
|
|
Get an estimate |
X |
||
|
Get estimate email content |
X |
||
|
List estimate template |
X |
||
|
List estimate comments and history |
X |
||
|
Create an estimate |
X |
||
|
Update an estimate |
X |
||
|
Delete an estimate |
X |
||
|
Mark an estimate as sent |
X |
||
|
Mark an estimate as accepted |
X |
||
|
Mark an estimate as declined |
X |
||
|
Email an estimate |
X |
||
|
Email multiple estimates |
X |
||
|
Add comments |
X |
||
|
Update comment |
X |
||
|
Update billing address |
X |
||
|
Update shipping address |
X |
||
|
Update estimate template |
X |
||
|
Delete a comment |
X |
||
|
Expenses |
List expenses |
X |
|
|
Get an expense |
X |
||
|
List expense history & comments |
X |
||
|
List employees |
X |
||
|
Create an expense |
X |
||
|
Update an expense |
X |
||
|
Delete an expense |
X |
||
|
Create an employee |
X |
||
|
Delete an employee |
X |
||
|
Delete a receipt |
X |
||
|
Invoices |
List invoices |
X |
|
|
Get an invoice |
X |
||
|
Get invoice email content |
X |
||
|
List invoice template |
X |
||
|
List invoice payments |
X |
||
|
List credits applied |
X |
||
|
Create an invoice |
X |
||
|
Update an invoice |
X |
||
|
Delete an invoice |
X |
||
|
Mark an invoice as sent |
X |
||
|
Void an invoice |
X |
||
|
Mark as draft |
X |
||
|
Email an invoice |
X |
||
|
Email invoices |
X |
||
|
Remind customer |
X |
||
|
Disable payment reminder |
X |
||
|
Enable payment reminder |
X |
||
|
Write off invoice |
X |
||
|
Cancel write off |
X |
||
|
Apply credits |
X |
||
|
Update billing address |
X |
||
|
Update shipping address |
X |
||
|
Update invoice template |
X |
||
|
Delete a payment |
X |
||
|
Delete a payment |
X |
||
|
Delete an attachment |
X |
||
|
Items |
List items |
X |
|
|
Get an item |
X |
||
|
Create an item |
X |
||
|
Update an item |
X |
||
|
Delete an item |
X |
||
|
Mark as active |
X |
||
|
Mark as inactive |
X |
||
|
Journals |
Get journal list |
X |
|
|
Get journal |
X |
||
|
Create a journal |
X |
||
|
Update a journal |
X |
||
|
Delete a journal |
X |
||
|
Opening balance |
Get opening balance |
X |
|
|
Create opening balance |
X |
||
|
Update opening balance |
X |
||
|
Delete an opening balance |
X |
||
|
Projects |
List projects |
X |
|
|
Get a project |
X |
||
|
List users |
X |
||
|
Get a user |
X |
||
|
List comments |
X |
||
|
List invoices |
X |
||
|
Create a project |
X |
||
|
Update project |
X |
||
|
Delete project |
X |
||
|
Activate project |
X |
||
|
Inactivate a project |
X |
||
|
Clone project |
X |
||
|
Assign users |
X |
||
|
Invite user |
X |
||
|
Post comment |
X |
||
|
Update user |
X |
||
|
Delete user |
X |
||
|
Delete comment |
X |
||
|
Purchase order |
List purchase orders |
X |
|
|
Get a purchase order |
X |
||
|
Get purchase order email content |
X |
||
|
List purchase order template |
X |
||
|
List purchase order comments and history |
X |
||
|
Create a purchase order |
X |
||
|
Update a purchase order |
X |
||
|
Delete purchase order |
X |
||
|
Mark a purchase order as open |
X |
||
|
Mark as billed |
X |
||
|
Cancel a purchase order |
X |
||
|
Email a purchase order |
X |
||
|
Add comment |
X |
||
|
Update billing address |
X |
||
|
Update purchase order template |
X |
||
|
Update comment |
X |
||
|
Delete a comment |
X |
||
|
Recurring expenses |
List recurring expenses |
X |
|
|
Get a recurring expense |
X |
||
|
List child expenses created |
X |
||
|
List recurring expense history |
X |
||
|
Create a recurring expense |
X |
||
|
Update a recurring expense |
X |
||
|
Delete a recurring expense |
X |
||
|
Stop a recurring expense |
X |
||
|
Resume a recurring expense |
X |
||
|
Recurring invoices |
List all recurring invoice |
X |
|
|
Get a recurring invoice |
X |
||
|
List recurring invoice history |
X |
||
|
Create a recurring invoice |
X |
||
|
Update recurring invoice |
X |
||
|
Delete a recurring invoice |
X |
||
|
Stop a recurring invoice |
X |
||
|
Resume a recurring invoice |
X |
||
|
Update recurring invoice template |
X |
||
|
Retainer invoices |
List retainer invoices |
X |
|
|
Get a retainer invoice |
X |
||
|
Get retainer invoice email content |
X |
||
|
List retainer invoice templates |
X |
||
|
Create a retainer invoice |
X |
||
|
Update a retainer invoice |
X |
||
|
Delete a retainer invoice |
X |
||
|
Mark a retainer invoice as sent |
X |
||
|
Update retainer invoice template |
X |
||
|
Void a retainer invoice |
X |
||
|
Mark as draft |
X |
||
|
Email a retainer invoice |
X |
||
|
Add comment |
X |
||
|
Update billing address |
X |
||
|
Update comment |
X |
||
|
Delete a retainer payment |
X |
||
|
Delete a comment |
X |
||
|
Sales order |
List sales orders |
X |
|
|
Get a sales order |
X |
||
|
Get sales order email content |
X |
||
|
List sales order template |
X |
||
|
List sales order comments and history |
X |
||
|
Create a sales order |
X |
||
|
Update a sales order |
X |
||
|
Delete a sales order |
X |
||
|
Mark a sales order as open |
X |
||
|
Mark a sales order as void |
X |
||
|
Email a sales order |
X |
||
|
Update billing address |
X |
||
|
Update shipping address |
X |
||
|
Update sales order template |
X |
||
|
Add comments |
X |
||
|
Update comment |
X |
||
|
Delete a comment |
X |
||
|
Tasks |
List tasks |
X |
|
|
Get a task |
X |
||
|
Add a task |
X |
||
|
Update a task |
X |
||
|
Delete a task added to a project. |
X |
||
|
Taxes |
List taxes |
X |
|
|
Get a tax |
X |
||
|
Get a tax group |
X |
||
|
Get a tax authority |
X |
||
|
List tax authorities |
X |
||
|
List tax exemptions |
X |
||
|
Get a tax exemption |
X |
||
|
Create a tax |
X |
||
|
Update a tax |
X |
||
|
Delete a tax |
X |
||
|
Create a tax group |
X |
||
|
Update a tax group |
X |
||
|
Delete a tax group |
X |
||
|
Create a tax authority |
X |
||
|
Update a tax authority |
X |
||
|
Delete a tax authority |
X |
||
|
Create a tax exemption |
X |
||
|
Update a tax exemption |
X |
||
|
Delete a tax exemption |
X |
||
|
Time entries |
List time entries |
X |
|
|
Get a time entry |
X |
||
|
Get timer |
X |
||
|
Log time entries |
X |
||
|
Update time entry |
X |
||
|
Delete time entry |
X |
||
|
Delete time entries |
X |
||
|
Start timer |
X |
||
|
Stop timer |
X |
||
|
Users |
List users |
X |
|
|
Get a user |
X |
||
|
Get current user |
X |
||
|
Create a user |
X |
||
|
Update a user |
X |
||
|
Delete a user |
X |
||
|
Invite a user |
X |
||
|
Mark user as active |
X |
||
|
Mark user as inactive |
X |
||
|
Vendor credits |
List vendor credits |
X |
|
|
Get vendor credit |
X |
||
|
List bills credited |
X |
||
|
Get vendor credit refund |
X |
||
|
List vendor credit refunds |
X |
||
|
List refunds of a vendor credit |
X |
||
|
List vendor credit comments and history |
X |
||
|
Create a vendor credit |
X |
||
|
Update vendor credit |
X |
||
|
Delete vendor credit |
X |
||
|
Convert to open |
X |
||
|
Void vendor credit |
X |
||
|
Apply credits to a bill |
X |
||
|
Refund a vendor credit |
X |
||
|
Add a comment |
X |
||
|
Update vendor credit refund |
X |
||
|
Delete vendor credit refund |
X |
||
|
Delete a comment |
X |
||
|
Vendor payments |
List vendor payments |
X |
|
|
Get a vendor payment |
X |
||
|
List refunds of a vendor payment |
X |
||
|
Details of a refund |
X |
||
|
Create a vendor payment |
X |
||
|
Update a vendor payment |
X |
||
|
Delete a vendor payment |
X |
||
|
Refund an excess vendor payment |
X |
||
|
Update a refund |
X |
||
|
Delete a refund |
X |