Zoho Expense Integration

Modified on Mon, 29 Jan at 8:01 AM

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



Key benefits  

When you integrate Josys with Zoho Expense, you can:

  • View: List of user accounts, including their status, roles, department name, and timestamp of when the account was created and last updated.

Note: Josys supports multiple Zoho Expense integrations.



Prerequisites 


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

  • A Zoho Expense admin account.
  • Free, Standard, Premium, or Enterprise plan. 
  • An Organization ID.



Locating the Organization ID

 

Step 1: Log into Zoho Expense using an admin account. Click the Organization name at the top and copy the Organization ID you wish to integrate with. 


 

 


Steps to Integrate


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




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

 

 

Step 3Log in to Zoho Expense 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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