Zoho Books Integrations With Kylas CRM: A Step-by-Step Guide

Overview

Zoho Books is an all-in-one cloud accounting platform that manages finances, stock tracking, project management, workflows, and GST compliance for businesses.

How will it work?

Connect Zohobooks

Install Kylas Zohobooks Markaetplace app on Kylas
Sign in into application and enter your Kylas app API key in API key field and click on save
Go to Connected accounts and Connect your Zohobooks account
Enter your zohobooks organizational ID, Client ID, Client secret and select your domain suffiix.
To get the Orgnizational Id follow the steps

Steps -

Step 1 - Login to your Zoho Books account Dashboard

Step 2 - Click the profile section on Top right hand side

Step 3 - Copy your organization id from your profile section. As shown above.

To get the Client ID and Client Secret follow the steps:

Step 1 - Launch the following URL in your browser - https://api-console.zoho.com

Step 2 - Login with your Zoho account credentials

Step 3 - Click on “Get Started” or “Add a client” button

To get the Client ID and Client Secret follow the steps:

Step 4 - Click “Server-based Applications” and “Create Now”

Step 5 - Enter the following details in the given fields

Client Name : Kylas
Homepage URL :  https://zohobooks.integrations.kylas.io
Authorized Redirect URLs: https://zohobooks.integrations.kylas.io/connected-account/connect

Step 6 - Click “Create”

Step 7 - Copy the shown “Client ID” and “Client Secret” and enter into the Zohobooks marketplace application

Click on save and connect.
Enter your Zohobooks Credentials and sign in in to your zohobooks account.

After connecting the account you will need to map Items , customer, and Invoice fields of zohobooks with Kylas’s product , Contacts and deal’s field respectively and save the mapping.

You can invite your users to install this application on their kylas account to create invoice from their kylas account. To add the users, go to Manage users and add the kylas users to invite them to install this application and save it.

Now you are ready to use this application. Just go to any deal, and Generate the invoice directly from more action button.

Check the Information and fill the necessary information if required. click on save. The invoice will be created in Zohobooks account

Once the invoice is created, you can check all the invoices on the respective Deal’s and Contact’s details page. By click on Zohobooks invoice on the entity details page.

You can download the invoice from details page by click on the download CTA and also see all the created invoices from kylas in the Kylas zohobooks marketplace app

Quick Links

Install Now

Permissions

It requests the following permissions:

Deal:
read, readAll
Company:
read, readAll
products-services
read, readAll, write, update, updateAll
User:
read, readAll
searchList:
read
Pipeline:
read, readAll
Contact:
read, readAll

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Zoho Books

Overview

How will it work?

Connect Zohobooks

Steps -

To get the Client ID and Client Secret follow the steps:

Quick Links

Permissions

It requests the following permissions:

For Sales Manager:

For Sales Reps:

Zoho Books

Overview

How will it work?

Connect Zohobooks

Steps -

To get the Client ID and Client Secret follow the steps:

Quick Links

Permissions

It requests the following permissions:

5000+ growing businesses have signed up for Kylas!

5000+ growing businesses have
signed up for Kylas!