Set up a connection to Zoho Expense

Naga Sri Hari Gonaboyina
  • Updated

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

Important: You can set up this connection only when your Zoho Expense account is created in the US region (.com domain).

Set up a connection

This video demonstrates creating a Zoho Expense 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: 

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.
OAuth 2.0 client *

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.
Fetch data How to retrieve client ID and client secret
Scopes *

Scopes are OAuth 2.0 permissions that Zoho Expense defines to limit access to your account.
Fetch data How to configure scopes
Organization ID *

Enter your Zoho Expense organization ID.
Fetch data 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.

  1. Sign in to your Zoho Expense API console account.
  2. Click Add client.
  3. From the Choose a client type option, click Server-based applications.
  4. Provide a unique Client name.
  5. Enter Homepage URL.
  6. Enter Authorized redirect URLs.
  7. Click Create.
  8. After successful registration, from the Client secret tab, copy the Client ID and Client secret. 
  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.
  1. Sign in to your Zoho Expense account.
  2. From the My Organizations tab, copy your Organization ID.
ORG ID.png
  1. Click Save & authorize to commit your changes and proceed to log in with Zoho Expense.
  2. Enter your Zoho Expense account email address.
  3. Click Next.
  4. Enter your Zoho Expense account password.
  5. Click Sign in.
  6. Zoho asks you to confirm the scopes that you selected. Click Accept to grant permission and create the connection.
Zoho_Accept.png

Additional references

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