How to integrate Zoho Books with Plecto
Go to Data sources > New data source > Zoho Books.
Select your Data Center and enter your Organization ID. To find your Organization ID, open the Zoho Books admin console, then click on your organization's name in the top-right and go to Manage Organizations.
Click Next and log in to your Zoho Books account.
Click Accept to give Plecto read access to data in your Zoho Books account. You will be redirected back to Plecto.
Select the data you want to import to Plecto.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more. Click Next.
Choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
Our integration with Zoho Books currently allows you to import the following data types:
Bank Transactions
Bills
Customer Payments
Estimates
Invoices
Purchase Orders
Sales Orders
Vendor Credits
Vendor Payments