Read Zoho Books organizations, invoices and customers.
Connect Zoho Books with a Self Client refresh token to list the account's organizations, and read invoices and customer contacts per organization.
Connect
| Credential field | Required | Where it comes from |
|---|
Client id (CLIENT_ID) | Yes | The Self Client's client id. |
Client secret (CLIENT_SECRET) | Yes | The Self Client's client secret. |
Refresh token (REFRESH_TOKEN) | Yes | A refresh token minted from the Self Client's grant code. |
| Setting | Required | What it is |
|---|
Data centre (DATA_CENTER) | No | us, eu, in, au, jp, ca or sa. |
| Tool | Access | What it does |
|---|
List organizations (yekar.zoho-books.list-organizations) | Read | List the Zoho Books organizations this account can open - every other call needs one of their organization ids. |
List invoices (yekar.zoho-books.list-invoices) | Read | List one organization's invoices, filterable by status and customer. |
List customers (yekar.zoho-books.list-customers) | Read | List one organization's customer contacts. |
Notes
- In the Zoho API console, create (or reuse) a Self Client, generate a grant code with the ZohoBooks.fullaccess.READ scope, and exchange it for a refresh token.
- Set the Data centre to the region in your Zoho URL - a Self Client only exists in the region that created it.