Zoho (Books and Expense)

Zoho Books

Zoho Books is an online accounting software designed for small and medium-sized businesses to manage their finances. It simplifies tasks like invoicing, expense tracking, and financial reporting, helping businesses stay on top of their accounts with ease.

Stored Zoho Books information

• Invoice ID
• Invoice line item name
• Invoice contact email
• Invoice line item total
• Invoice date

Zoho Books API endpoints

Transactions: books.zoho.com/api/v3/reports/accounttransaction

Invoices : books.zoho.com/api/v3/invoices

Contacts : books.zoho.com/api/v3/contacts

Zoho Expense

Zoho Expense is an online expense management software designed to automate expense reporting and streamline approvals. It helps businesses track spending, manage reimbursements, and ensure compliance with ease.

Stored Zoho Expense information

• Merchant name/Category name
• Expense ID
• Expense date
• Total amount

Zoho Expense API endpoints

Categories: expense.zoho.com/api/v1/expensecategories
Expenses: expense.zoho.com/api/v1/reports/expensedetails

Required minimum permission for Zoho (Books and Expense)

Admin

Zoho(Books and Expense) authentication method

The required authentication method is OAuth (OAuth 2.0).

Required Zoho (Books and Expense) credentials

The following credentials are required:

• Username
• Password

To create a client ID and client secret

Visit zoho.com/accounts/protocol/oauth-setup.html and zoho.com/accounts/protocol/oauth/web-server-applications.html

Required scopes

nil

To manually integrate Zoho (Books, Expense) with SaaS Manager Plus

• Click App Integrations available in the left pane and click on the required app from the applications list.
• Provide the connection name, client ID, and client secret.
• Click Authorize, and you will be redirected to the sign in page.
• On the sign in page, enter your admin username and password.
• Click Authorize.

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