Setup Guide

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

1. Open the Connections page of the CData Connect Cloud 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 Cloud Add Zoho Books Connection page, click Save & Test.

   • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

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