Version 25.3.9396

• Add the Zoho Books Connector
• Authenticate to Zoho Books
• Complete Your Connection
• More Information

You can use the Zoho Books connector from the CData Sync application to capture data from Zoho Books and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Zoho Books Connector

To enable Sync to use data from Zoho Books, you first must add the connector, as follows:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Zoho Books row.

4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Zoho Books connector. For more information about installing new connectors, see Connections.

Authenticate to Zoho Books

After you add the connector, you need to set the required properties.

On the New Connection page, enter the connection name of your choice.

Complete Your Connection

To complete your connection:

1. Specify the following properties:

   • Region - Enter the top-level domain (TLD) in the server URL. The default TLD region is US.

   • Organization Id (optional) - Enter the identifier that is associated with the specific Zoho Books organization to which you want to connect.

2. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

3. Click Connect to Zoho Books to connect to your Zoho Books account.

4. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Zoho Books, see Zoho Books Connector for CData Sync.