Zoho Books integration

Modified on Sun, 5 May at 4:21 AM

Follow these steps to connect to your Zoho Books Data Source for PrediktAI and use your imported data in any of our dashboards and reports.


Before you begin

To connect, you need:

  • An active Zoho Books instance
  • Access to your organisation's data (Administrator permissions)


Instructions

  1. Connect to your PrediktAI account
  2. Open the Integrations page
  3. Click on the "Add integration button"
  4. Select the Zoho Books integration from the dropdown menu (you can start typing in the field for faster access)
  5. Click on the "Next" button
  6. Review the integration information
    1. Enter your organisation ID (The Organization ID is under your avatar in the top right corner of the screen)
  7. Click on the "Next" button
  8. You will be redirected to your Zoho Books account OAUTH screen
    1. Optionally, authenticate with your Zoho Books credentials if you're not already logged in
  9. Click on the "Next" button
  10. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.



Important 

  • In case of conflict, data from other data sources will have precedence over the Google Sheet data.

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