Setup Guide - Zoho Books

Follow our setup guide to connect Zoho Books to DataChannel.

Prerequisites

To connect Zoho Books to DataChannel, you need:

  • An active Zoho Books account with permissions to access data from accounts you’d like to sync and decide which breakdowns and fields you’d like to sync.

Setup instructions

  1. Select a data destination for your Zoho Books Data. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

    Data Warehouse once selected cannot be changed.

  2. Authorise DataChannel to connect to your Zoho Books account using any name, data centre, and use OAuth as per the process described here.

zoho books new creds
zoho books new creds oauth

  1. Click on + Data Pipeline to start adding data pipelines to your account.

    zoho books data source detail

  2. Details of individual objects and reports are available here.

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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