Set up a connection to Zoho Expense

Naga Sri Hari Gonaboyina

Updated November 11, 2024 15:14

Zoho Expense is an expense management tool that helps employees log expense reports and accounting teams to track, manage, and reimburse expenses.

Set up a connection

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

Note

Celigo is hosting the iClient details for this connection. Therefore, you do not see the iClient setting for this connection.

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 *	Region : Select your Zoho Expense account region: United States: if your account URL is `https://www.zohoapis.com/expense/` Saudi Arabia: if your account URL is `https://www.zohoapis.sa/expense/` Japan: if your account URL is `https://www.zohoapis.jp/expense/` India: if your account URL is `https://www.zohoapis.in/expense/` Europe: if your account URL is `https://www.zohoapis.eu/expense/` China: if your account URL is `https://www.zohoapis.com.cn/expense/` Canada: if your account URL is `https://www.zohoapis.ca/expense/` Australia*: if your account URL is `https://www.zohoapis.com.au/expense/`
Scopes *	Scopes are OAuth 2.0 permissions that Zoho Expense defines to limit access to your account. How to configure scopes
Organization ID *	Enter your Zoho Expense organization ID. How to retrieve organization ID

Tip

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

How to configure scopes

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

– or –

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

How to retrieve organization ID

Sign in to your Zoho Expense account.
From the My Organizations tab, copy your Organization ID.

Save and authorize

Click Save & authorize to commit your changes and proceed to log in with Zoho Expense.
Enter your Zoho Expense account email address.
Click Next.
Enter your Zoho Expense account password.
Click Sign in.
Zoho asks you to confirm the scopes that you selected. Click Accept to grant permission and create the connection.