Setup Guide

Follow these steps to connect Zoho Books to your CData Connect account:

1. Open the Connections page of the CData Connect dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Zoho Books into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Select your Region.

6. Enter your Organization Id. This can be found in your Zoho Books account settings.

7. Click Sign in to connect securely through OAuth. This action opens the Zoho Books sign-in page in a new tab.

8. Log into your Zoho Books account and provide the requested permissions (if applicable).

9. At the top of the CData Connect Add Zoho Books Connection page, click Save & Test.

   • If the connection test succeeds, a message indicates that your connection has been created.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and Zoho Books, see this information page.