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 |
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