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Zoho Books is an online accounting platform for small and medium businesses, offering invoicing, expense tracking, and financial reporting. With BonData, you can connect to your Zoho Books account to read and analyze accounting and financial data within Agent workflows.

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OAuth Authentication

BonData connects to Zoho Books using OAuth 2.0 for secure access to your accounting data.

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Step 1: Select Your Data Center

Choose the data center that matches your Zoho account location:

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Step 2: Connect Your Account

  1. In BonData, navigate to Integrations and select Zoho Books
  2. Select your Data Center from the dropdown
  3. Click Connect
  4. You’ll be redirected to Zoho to authorize the connection
  5. Sign in to your Zoho account and approve the access request
  6. You’ll be redirected back to BonData once connected

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Required Fields

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Available Data

Once connected, BonData can sync the following Zoho Books objects:
  • Contacts - Customers and vendors
  • Invoices - Sales invoices
  • Bills - Vendor bills
  • Estimates - Quotes and estimates
  • Sales Orders - Sales order records
  • Purchase Orders - Purchase order records
  • Payments - Customer and vendor payments
  • Expenses - Expense records