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Set up a connection to Zoho Books

Zoho Books is an online accounting software designed for businesses to manage invoices, bills, banking, and inventory.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Region * 

Select your Zoho Books account region:

  • United States: if your account URL is https://www.zohoapis.com/books/

  • Saudi Arabia: if your account URL is https://www.zohoapis.sa/books/

  • Japan: if your account URL is https://www.zohoapis.jp/books/

  • India: if your account URL is https://www.zohoapis.in/books/

  • Europe: if your account URL is https://www.zohoapis.eu/books/

  • China: if your account URL is https://www.zohoapis.com.cn/books/

  • Canada: if your account URL is https://www.zohoapis.ca/books/

  • Australia: if your account URL is https://www.zohoapis.com.au/books/

Scopes * 

Scopes are OAuth 2.0 permissions that Zoho Books defines to limit access to your account.

How to configure scopes  

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see  OAuth 2.0 auth universal connector documentation.

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Zoho Books.

  2. After signing in, review the permissions for the integration and click Accept.

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