Configure a Connection Profile

From the CData ribbon, click Get Data and select From Zoho Books connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Zoho Books Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Zoho Books

You can refine the exact Zoho Books data retrieved using the following connection properties:

• OrganizationId (optional): The Id associated with the specific Zoho Books organization that you wish to connect to.
  • If the value of Organization Id is not specified in the connection string, then the add-in automatically retrieves all available organizations and selects the first organization Id as the default.
• AccountsServer (optional): The full Account Server URL. Most of the time, the value of this property will be https://books.zoho.com, but if your account resides in a different location, then the domain should change accordingly (.eu, .in, .com.au, ...).

Authenticating to Zoho Books

Zoho Books uses the OAuth authentication standard. The add-in supports OAuth authentication for instances of the add-in running on your local machine, a web service, or on a headless machine.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth App for information about creating custom applications and reasons for doing so.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• OAuthClientId (custom applications only): Set this to the client Id assigned when you registered your application.
• OAuthClientSecret (custom applications only): Set this to the client secret assigned when you registered your application.
• CallbackURL (custom application only): Set this to the redirect URI defined when you registered your application.

When you connect, the add-in opens Zoho Books's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Zoho Books you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Zoho Books data, such as using the available CData Excel Functions.