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 Name
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 steps. Click Next to proceed.
Step 3: Log 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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