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Set up a connection to Zoho Invoice

Naga Sri Hari Gonaboyina
Updated

Zoho Invoice is an online invoicing software designed for businesses to create, send, and manage invoices, track expenses, and get paid faster.

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 Invoice account region:

  • United States: if your account URL is https://www.zohoapis.com/invoice/
  • Saudi Arabia: if your account URL is https://www.zohoapis.sa/invoice/
  • Japan: if your account URL is https://www.zohoapis.jp/invoice/
  • India: if your account URL is https://www.zohoapis.in/invoice/
  • Europe: if your account URL is https://www.zohoapis.eu/invoice/
  • China: if your account URL is https://www.zohoapis.com.cn/invoice/
  • Canada: if your account URL is https://www.zohoapis.ca/invoice/
  • Australia: if your account URL is https://www.zohoapis.com.au/invoice/
Organization ID * Enter your Zoho Invoice organization ID. For retrieval information, see Organization ID.
OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Zoho invoice. For information on retrieving the client ID and client secret, see Registering new 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.
Scopes * 

Scopes are OAuth 2.0 permissions that Zoho Invoice 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 the 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 – 

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

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with Zoho Invoice.
  2. After signing in, review the permissions for the integration and click Accept.

Additional references