Zoho Books Integration

Modified on Tue, 21 May 2024 at 02:35 AM

Integrating Zoho Books with Josys enables the IT Admin to view the user accounts. 



Key benefits  

When you integrate Josys with Zoho Books, you can:

  • View: List of user accounts, including their status and roles.

Note: Josys supports multiple Zoho Books integrations.



Prerequisites 


Before you begin with the integration, make sure that you have:

  • A Zoho Books admin account.
  • Free, Standard, Professional, or Enterprise plan.

  • An Organization ID


Locating the Organization ID

 

Log into Zoho Books using an admin account. From the User Profile, copy the Organization ID. 



Steps to Integrate


Step 1: Select Zoho Books from the App Catalog in the Apps section.



Step 2: Provide a suitable Label for identification. Enter the Organization ID copied in the previous step. Click Next to proceed.  


 

Step 3Log in to Zoho Books using an admin account. Follow the guided steps to authorize Josys and complete the integration.




Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.  




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