Zoho Books

With Zoho Books modules in Boost.space Integrator, you can create, list, retrieve, update, and delete contacts, persons, invoices, payments, expenses, and bills in your Zoho Books account.

To get started with Zoho Books, create an account at zoho.com/books/signup.

Refer to the Zoho Books API documentation for a list of available endpoints.

Connect Zoho Books to Boost.space Integrator

To connect your Zoho Books account:

Log in to your Boost.space Integrator account, add a Zoho Books module to your scenario, and click Create a connection.

Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Region field, select your Zoho account region. For example, US.
Optional: Click Show Advanced Settings, and enter the client credentials from your custom app or add additional scopes. See Create Custom App and Client Credentials for Zoho Books.
Click Save.
If prompted, authenticate your account and confirm access.

You can now edit your scenario and add more Zoho Books modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Create Custom App and Client Credentials for Zoho Books

Log in to your Zoho API Console.
Click the + Add Client button and select Server-based Applications.
Enter the details below and click Create.

Client Name

Enter the application name you want to register with Zoho.

Homepage URL

Enter your homepage URL, for example, https://www.make.com/en.

Authorized Redirect URIs

Add the redirect URI: https://integrator.boost.space/oauth/cb/zoho-books.
Copy the Client ID and Client Secret and store them in a safe place.

You now have the client credentials to connect to Boost.space Integrator.

Set Up Zoho Books Webhooks

The process consists of two main steps:

Step 1: Create a Webhook

Add a Zoho Books instant module to your scenario and click Create a webhook.
Optional: Enter a name for the webhook in the Webhook name field.
Click Save > Copy address to clipboard.
Log in to your Zoho Books account.
In the top-right corner, click on the Settings icon > Automation.
From the Automation options, select Webhooks, then click the + New Webhook button.
Update the following required information (all other fields can be left as the auto-selected defaults):

Name

Enter a name for the webhook.

Module

Select the corresponding Module to the instant module you added to your scenario.

URL & Parameters

Select the Post method and paste the webhook address you copied in Step 3.

Body

Ensure the Default Payload option is selected.
Click Save.

Step 2: Create a Workflow Rule

In the top-right corner of your Zoho Books account, click on the Settings icon > Automation > Workflow Rules.
Click the + New Workflow Rule button in the top-right corner.
Enter the following information:

Workflow Rule Name

Enter a name for the workflow rule.

Module

Select the corresponding Module to your webhook.

Choose when to Trigger

Choose when to execute the workflow.

Filter the triggers

Optional: add filter criteria for your trigger.

Actions

Type

Select the Webhooks option.

Name

Select the webhook you configured in Step 1: Creating a Webhook.
Click the Save button.

Now, when a specified event is performed, the respective webhook is triggered in your scenario.

Please see the Zoho Books Automation help for further details about automation functions.

Contacts

You can create, retrieve, list, update, and delete contacts and watch vendors and customers with the following modules.

Watch Vendor

Triggers when a vendor is created, edited, or deleted.

Please see the Setting Up Zoho Books Webhookssection.

Watch Customer

Triggers when a customer is created, edited, or deleted.

Please see the Setting Up Zoho Books Webhookssection.

Create a Contact

Creates a new customer contact.

Required Permissions: ZohoBooks.contacts.CREATE, ZohoBooks.settings.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization you want to create a contact for.

Contact Name

Enter the name of the new customer.

Company Name

Enter the company name of the contact.

Website

Enter the contact’s website.

Language Code

Enter the language code for the customer.

Contact Type

Enter the contact type. Enter customer or vendor. The default value is a customer.

Is Portal Enabled

Select the Yes option to allow client portal access for this contact.

Contact persons in the Contact Persons field must be added in order to use this function.

Currency

Select the currency for the new contact.

Payment Terms

Enter the net payment term for the contact. E.g., 15. The invoice due date will be calculated based on this.

Payment Terms Label

Enter a custom label for the payment term specified above to override the default payment term label. E.g., the default value for 15 days is “Net 15 Days”.

Notes

Enter remarks about the payment made by the contact.

Facebook

Enter the contact’s Facebook account URL.

Twitter

Enter the contact’s Twitter account URL.

Contact Persons

Here you can add the primary contact for the new contact.

Get a Contact

Retrieves contact details.

Required Permissions: ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization you want to retrieve the contact from.

Contact ID

Map or select the Contact ID of the contact you want to retrieve information about.

List Contacts

Returns contacts based on the filter settings.

Required Permissions: ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization you want to retrieve the contact from.

Search Criteria

Here you can define the search criteria for your search.

For example, the following search returns all contacts whose email address contains “gmail.com“.

Limit

Set the maximum number of contacts Boost.space Integrator will return during one execution cycle.

Filter By

Select the status you want to use to filter the contacts.

Search Text

Returns only contacts that contain entered text in the contact name or the comments fields.

Sort Column

Select the parameter you want to filter results by.

Update Contact

Updates an existing contact.

Required Permissions: ZohoBooks.contacts.UPDATE, ZohoBooks.contacts.READ, ZohoBooks.settings.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact you want to update.

Contact ID

Map or select the Contact ID of the contact you want to update.

Please find the descriptions of the fields in the Create a Contact section above.

Delete a Contact

Deletes an existing contact.

Required Permissions: ZohoBooks.contacts.DELETE, ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact you want to delete.

Contact ID

Map or select the Contact ID of the contact you want to delete.

Contact Persons

You can crate, retrieve, list, update and delete contact persons with the following modules.

Create a Contact Person

Creates and assigns a contact person to the existing contact.

Required Permissions: ZohoBooks.contacts.CREATE, ZohoBooks.settings.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact you want to delete.

Contact ID

Map or select the Contact ID of the contact you want to assign the contact person to.

First Name

Enter the person’s first name.

Last Name

Enter the person’s last name.

Salutation

Enter the salutation for the contact.

Email

Enter the contact’s email.

Phone

Enter the contact’s phone number.

Mobile

Enter the contact’s mobile phone number.

Skype

Enter the contact’s Skype name.

Designation

Enter the designation of the person.

Department

Enter the department to which the person belongs.

Enable Portal

Select the Yes option to enable the client portal access.

Get a Contact Person

Retrieves details for a specified contact person.

Required Permissions: ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact person you want to retrieve information about.

Contact ID

Map or select the Contact ID of the contact that contains the contact person.

Contact Person ID

Enter (map) the Contact Person ID of the contact person you want to retrieve details about.

List Contact Persons

Lists all contact persons.

Required Permissions: ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact persons you want to list.

Contact ID

Map or select the Contact ID you want to list contact persons from.

Limit

Set the maximum limit of contact persons Boost.space Integrator will return during one execution cycle.

Update a Contact Person

Updates an existing contact person.

Required Permissions: ZohoBooks.contacts.UPDATE, ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact person you want to update.

Contact ID

Map or select the Contact ID of the contact person you want to update.

Contact Person ID

Enter (map) the Contact Person ID of the contact person whose details you want to update.

Please find the descriptions of the fields in the Create a Contact Person section above.

Delete a Contact Person

Deletes an existing contact person.

Required Permissions: ZohoBooks.contacts.DELETE, ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select the organization that contains the contact person you want to delete.

Contact ID

Map or select the Contact ID that contains the contact person you want to delete.

Contact Person ID

Enter (map) the Contact Person ID of the contact person you want to delete.

Credit Notes

You can create, update, retrieve, list, and delete credit notes with the following modules.

Create a Credit Note

Create a new credit note.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, refer to Zoho Book Credit Notes API reference.

Get a Credit Note

Returns the selected credit note.

Connection

Establish a connection to your Zoho Books account.

Organization ID

Select or map the organization whose credit note details you want to retrieve.

Credit Note ID

Select or map the Credit Note ID whose details you want to retrieve.

List Credit Note

Lists all credit notes.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, refer to Zoho Books Credit Note API reference.

Update a Credit Note

Updates the selected credit note.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, refer to Zoho Books Credit Note API reference.

Delete a Credit Note

Deletes the selected credit note.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose credit note you want to delete.

Credit Note ID

Select or map the Credit Note ID you want to delete.

Estimates

You can watch, create, update, list, retrieve, and delete estimates with the following modules.

Watch Estimates

Triggers when an estimate is created, edited, or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Zoho Books account.

See the Set Up Zoho Books Webhooks to add webhooks in your Zoho Books account.

Create an Estimate

Creates an estimate for your customer.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Books Estimate API reference.

Get an Estimate

Gets the details of an estimate.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose estimate details you want to retrieve.

Estimate ID

Select or map the Estimate ID whose details you want to retrieve.

List Estimates

Lists all estimates.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose estimates you want to list.

Search Method

Select an option to search for the estimates.

Search Criteria

Choose the query to search for the estimates that match specified criteria.

Status

Select or map the estimated status you want to list.

Customer ID

Select or map the Customer ID whose estimates you want to list.

Item ID

Select or map the Item ID whose estimates you want to list.

Sort By

Select or map the option to sort the search results.

Sort Order

Select or map the order in which you want to sort the search results.

Limit

Set the maximum number of estimates Boost.space Integrator will return during one execution cycle.

Update an Estimate

Updates an existing estimate. To delete a line item, remove it from the line_item list.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Books Estimate API reference.

Delete an Estimate

Deletes an existing estimate.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose estimate you want to delete.

Estimate ID

Select or map the Estimate ID you want to delete.

Sales Orders

You can get the watch, create, update, retrieve, list, and delete sales orders.

Watch Sales Orders

Triggers by a sales order workflow.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Zoho Books account.

Create a Sales Order

Creates a sales order for your customer.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose sales order you want to create.

For the field descriptions, see the Zoho Book Sales Order API reference.

Get a Sales Order

Get the details of a sales order.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose sales order to retrieve.

Sales Order ID

Select or map the Sales Order ID whose details you want to retrieve.

List Sales Orders

List all sales orders.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose sales orders you want to list.

Search Method

Select or map an option to search

Search Criteria

Select and enter the query to filter the sales orders that match the specified criteria.

Status

Select the status to list the sales orders that match the specified status.

Sort By

Select or map the option to sort the search results.

Sort Order

Select or map the order to arrange the results. For example, Ascending order.

Limit

Set the maximum number of Boost.space Integrator will return during one execution cycle.

Update a Sales Order

Updates an existing sales order. To delete a line item, remove it from the line_items list.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Book Sales Order API reference.

Add an Attachment to a Sales Order

Adds an attachment to a sales order.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization to whose sales order you want to add an attachment.

Sales Order ID

Select or map the Sales Order ID to which you want to add an attachment.

File

Add the file name and map the file data. Supported file formats are gif, png, jpeg, jpg, bmp, and pdf.

Can Send in Mail

Select whether you want to send the file by mail.

Delete a Sales Order

Deletes an existing sales order. An invoiced sales order cannot be deleted.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose sales order you want to delete.

Sales Order ID

Select or map the Sales Order ID you want to delete.

Mark a Sales Order as Open

Adds an attachment to a sales order.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose sales order you want to mark as open.

Sales Order ID

Select or map the Sales Order ID as open.

Void a Sales Order

Marks a sales order as void.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose sales order you want to void.

Sales Order ID

Select or map the Sales Order ID you want to void.

Reason to Void

Enter a reason to void the sales order.

Email a Sales Order

Emails a sales order to the customer.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization to whose sales order you want to send an email.

Sales Order ID

Select or map the Sales Order ID to which you want to send an email.

Mail Content

Select or map an option to send the mail. For example, default.

Custom Content

Add the email details: such as From email address,

From Address: Add the email address from which you want to send the email.
Send from the org email id: select whether you want to send the email from the Organization Email ID.
To mail ids: Add the email address to which you want to send an email.
CC mail IDs: Add the email addresses of the recipients you want to copy the email.
BCC mail IDs: Add the email addresses of the recipients you want to BCC the email.
Subject: Add the email’s subject line.
Invoice ID: Select or map the Invoice ID related to the email.
Body: Enter the email body text.

Purchase Orders

You can watch purchase orders using the following module.

Watch Purchase Orders

Triggers when a purchase order is created.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose purchase orders you want to watch.

Limit

Set the maximum number of purchase orders Boost.space Integrator will return during one execution cycle.

Invoices

You can watch, create, retrieve, download, list, update, delete, email, and void invoices, remind customers of unpaid invoices, mark invoices as drafts, and list and delete invoice payments with the following modules.

Watch Invoice

Triggers when an invoice is created, edited or deleted.

Please see the Setting Up Zoho Books Webhookssection.

Create an Invoice

Creates an invoice for the customer.

Required Permissions: ZohoBooks.invoices.READ, ZohoBooks.invoices.CREATE, ZohoBooks.contacts.READ, ZohoBooks.expenses.READ, ZohoBooks.projects.READ, ZohoBooks.settings.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Customer ID

Map or select the Customer ID of the customer you want to create the invoice for.

Contact Persons

Add contact persons you want to associate with the invoice.

Ignore Auto Number Generation?

Enable this option to define the invoice number manually.

If this option is enabled, the Invoice Number field must be filled.

Send this invoice?

Enable this option to send the invoice to the contact person(s) associated with the invoice.

Invoice Date

Set the date when the invoice is issued. Please use the yyyy-mm-dd date format

Due Date

Set the due date of the invoice. Please use the yyyy-mm-dd date format

Payment Terms

Enter net payment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this.

Payment Terms Label

Enter a custom label for the payment term specified above to override the default payment terms label. E.g. default value for 15 days is “Net 15 Days”.

Discount

Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190.

Is discount before tax?

Enable this option to apply the discount before the calculation of the tax.

Discount type

Select whether to provide discount on the item level or entity level.

Is inclusive tax?

Enable this option to set the line item rates as tax inclusive.

Exchange Rate

Enter the currency exchange rate.

Salesperson name

Enter the name of the salesperson.

Line items

Add the desired line items to the invoice.

Payment Gateways

Add the supported payment gateways.

Get an Invoice

Retrieves the details of an invoice.

Required Permissions: ZohoBooks.invoices.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to retrieve information about.

Download an Invoice

Downloads the invoice in PDF format.

Required Permissions: ZohoBooks.invoices.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to download in PDF.

You can then map the downloaded file in the other modules, e.g. Dropbox > Upload a file to copy the file to your Dropbox folder.

List Invoices

Returns invoices based on the filter settings.

Required Permissions: ZohoBooks.invoices.READ,ZohoBooks.contacts.READ, ZohoBooks.settings.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Search Criteria

Here you can define the search criteria for your search.

For example, the following search returns all invoices whose customer name is “Tesla, Inc.”.

Search Text

Returns only contacts that contain entered text in the contact name or in comments fields.

Sort Column

Select the parameter you want to filter results by.

Status

Select the status of the invoices you want to return.

Email

Enter the email to filter the searched invoices by.

Limit

Set the maximum number of invoices Boost.space Integrator will return during one execution cycle.

Update an Invoice

Updates an existing invoice.

Required Permissions: ZohoBooks.invoices.READ, ZohoBooks.invoices.UPDATE, ZohoBooks.expenses.READ, ZohoBooks.projects.READ, ZohoBooks.settings.READ, ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to update.

Customer ID

Select or map the customer associated with the invoice.

Please find the descriptions of the fields in the Create an Invoicesection above.

Delete an Invoice

Deletes an existing invoice.

Required Permissions: ZohoBooksinvoices.DELETE, ZohoBooks.invoices.READ*

Invoices which have payment or credits note applied cannot be deleted.

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to delete.

Email an Invoice

Send an email with the invoice to the customer’s contact person associated with the selected invoice.\

Required Permissions: ZohoBooksinvoices.CREAETE, ZohoBooks.invoices.READ*

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to send to the customer.

Attach Customer Statement PDF?

Sends the Customer Statement PDF with the email.

Mail Content

Select whether you want to send an email with default mail content, or you want to define custom mail content.

Remind Customer about an Unpaid Invoice

Reminds your customer about an unpaid invoice by email.

Required Permissions: ZohoBooksinvoices.CEAETE, ZohoBooks.invoices.READ*

Reminder will be sent only for the invoices which have an open or overdue status.

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to send to the customer.

Attach Customer Statement PDF?

Sends the Customer Statement PDF with the email.

Mail Content

Select whether you want to send an email with default mail content, or you want to define custom mail content.

Void an Invoice

Set the invoice status as void.

Required Permissions: ZohoBooksinvoices.CEAETE, ZohoBooks.invoices.READ

Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to mark as void.

Mark an Invoice as Draft

Marks a void invoice as a draft.

Required Permissions: ZohoBooksinvoices.CREATE, ZohoBooks.invoices.READ

Open invoices cannot be changed to draft.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose invoice you want to mark as a draft.

Invoice ID

Map or select the Invoice ID of the invoice you want to mark as a draft.

List Invoice Payments

Retrieves the list of payments made for an invoice.

Required Permissions: ZohoBooks.invoices.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice you want to list payments for.

Limit

Set the maximum number of payments Boost.space Integrator will return during one cycle.

Delete an Invoice Payment

Deletes a payment made to an invoice.

Required Permissions: ZohoBooksinvoices.DELETE, ZohoBooks.invoices.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Invoice ID

Map or select the Invoice ID of the invoice that contains the invoice payment you want to delete.

Invoice Payment ID

Map or select the Invoice Payment ID of the invoice payment you want to delete.

Do not confuse Invoice Payment ID with Payment ID!

Retainer Invoices

You can list, create, update, retrieve, void, and delete retainer invoices with the following modules.

List Retainer Invoices

List all retainer invoices.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose retainer invoices you want to list.

Status

Select or map the status of the retainer invoices you want to list.

Sort By

Select or map the field to sort the search results.

Sort Order

Select or map the order to sort the search results.

Limit

Set the maximum number of retainer invoices Boost.space Integrator will return during one execution cycle.

Create a Retainer Invoice

Creates a new retainer invoice.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Book Retainer Invoice API reference.

Get a Retainer Invoice

Get the details of a retainer invoice.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose retainer invoice details you want to retrieve.

Retainer Invoice ID

Enter the Retainer Invoice ID whose details you want to retrieve. Alternatively, you can click Search button and select the invoice.

Update a Retainer Invoice

Updates an existing retainer invoice.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Book Retainer Invoice API reference.

Void a Retainer Invoice

Marks an invoice status as void. Upon voiding, the payments and credits associated with the retainer invoices will be unassociated and will be under customer credits.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose retainer invoice you want to void.

Retainer Invoice ID

Enter the Retainer Invoice ID you want to void. Alternatively, you can click Search button to select the invoice.

Delete a Retainer Invoice

Deletes an existing retainer invoice.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose retainer invoice you want to delete.

Retainer Invoice ID

Enter the Retainer Invoice ID you want to delete. Alternatively, you can click Search button to select the invoice.

Customer Payments

You can watch, create, retrieve, list, update, and delete customer payments with the following modules.

Watch Payment

Triggers when a payment is created, edited or deleted.

Please see the Setting Up Zoho Books Webhookssection.

Create a Payment

Creates a new payment.

**Required Permissions:**ZohoBooks.customerpayments.CREATE, ZohoBooks.accountants.READ, ZohoBooks.contacts.READ, ZohoBooks.invoices.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Customer ID

Map or select the Customer ID of the customer involved in the payment.

Contact Persons

Add the IDs of the contact persons that the thank you mail has to be sent.

Payment mode

Select the mode through which payment is made.

Amount

Enter the amount paid in the respective payment.

Invoices

Add invoices associated with the payment.

Payment date

Enter the date when payment is made. Format: yyyy-mm-dd.

Reference Number

Enter the reference number generated for the payment. A string of your choice can also be used as the reference number. Max 100 characters.

Payment Description

Enter the payment description.

Get a Payment

Retrieves details about the specified payment.

Required Permissions: ZohoBooks.customerpayments.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Payment ID

Map or select the Payment ID of the payment you want to retrieve details about.

List Customer Payments

Returns all the payments made by your customer.

Required Permissions: ZohoBooks.customerpayments.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Search Criteria

Here you can define the search criteria for your search.

For example, the following search returns all payments made before the 1st of January 2020.

Limit

Set the maximum number of payments Boost.space Integrator will return during one execution cycle.

Filter By

Select the mode you want to filter search results by.

Update a Payment

Updates information for an existing payment.

Required Permissions: ZohoBooks.customerpayments.UPDATE, ZohoBooks.contacts.READ, ZohoBooks.invoices.READ.customerpayments.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Payment ID

Enter (map) the Payment ID of the payment you want to update.

Invoices

Add invoices associated with the payment.

Please find the descriptions of the fields in the Create a Payment section above.

Delete a Payment

Deletes an existing payment.

Required Permissions: ZohoBook.customerpayments.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Payment ID

Enter (map) the Payment ID of the payment you want to delete.

Expenses

You can watch, create, retrieve, list, update, and delete expenses and employees with the following modules.

Watch Expense

Triggers when an expense is created, edited or deleted.

Please see the Setting Up Zoho Books Webhookssection.

Create an Expense

Creates a billable or non-billable expense.

Required Permissions: ZohoBooks.expenses.CREATE, ZohoBooks.accountants.READ, ZohoBooks.contacts.READ, ZohoBooks.settings.READ, ZohoBooks.projects.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Account ID

Enter (map) or select the Account ID of the expense account.

Paid through account ID

Select the Paid Through account – the account from which money is paid.

Date

Enter the date of the expense in the YYYY-MM-DD format.

Amount

Enter the amount of the expense.

Tax ID

Enter or map the Tax ID you want to apply.

Line Items

Add the expense line items in the case where there are multiple items.

Is inclusive tax

Specify whether the line item rates are inclusive or exclusive of tax.

Is billable?

Select the Yes option to set the expense as billable.

Reference Number

Enter the reference number of the invoice.

Description

Enter the description of the expense.

Get an Expense

Retrieves an expense’s details.

Required Permissions: ZohoBooks.expenses.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Expense ID

Map or select the Expense ID of the expense you want to retrieve details about.

List Expenses

Lists all the expenses.

Required Permissions: ZohoBooks.expenses.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Search Criteria

Enter the search criteria to filter the results.

Status

Select the status of returned expenses.

Limit

Set the maximum number of expenses Boost.space Integrator will return during one execution cycle.

Update an Expense

Updates an existing expense.

**Required Permissions:**ZohoBooks.expenses.UPDATE, ZohoBooks.expenses.READ, “ZohoBooks.accountants.READ”, ZohoBooks.contacts.READ,ohoBooks.settings.READ, “ZohoBooks.projects.READ”

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Expense ID

Select or map the Expense ID of the expense you want to update.

Account ID

Enter (map) or select the Account ID of the expense account.

Paid through account ID

Select the Paid Through account – the account from which money is paid.

Date

Enter the date of the expense in the YYYY-MM-DD format.

Amount

Enter the amount of the expense.

Please find the descriptions of the fields in the Create an Expensesection above.

Delete an Expense

Deletes an existing expense.

Required Permissions: ZohoBooks.expenses.DELETE, ZohoBooks.expenses.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Expense ID

Select or map the Expense ID of the expense you want to delete.

Create an Employee

Creates an employee for an expense.

Required Permissions: ZohoBooks.expenses.CREATE

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Name

Enter the name of the employee.

Email

Enter employee’s email address.

Get an Employee

Retrieves employee details.

Required Permissions: ZohoBooks.expenses.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Employee ID

Map or select the employee you want to get information about.

List Employees

Retrieves employees based on filter settings.

Required Permissions: ZohoBooks.expenses.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Filter By

Select or map the option to filter the employees.

Sort By

Select or map the field to sort the search results.

Sort Order

Select or map the order to sort the search results.

Limit

Set the maximum number of employees Boost.space Integrator will return during one cycle.

Delete an Employee

Deletes an existing employee.

**Required Permissions:**ZohoBooks.expenses.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Employee ID

Map or select the employee you want to delete.

Bills

You can watch, create, retrieve, list, update, and delete bills with the following modules.

Watch Bill

Triggers when a bill is created, edited or deleted.

Please see the Setting Up Zoho Books Webhookssection.

Create a Bill

The module creates a bill received from your vendor.

**Required Permissions:**ZohoBooks.bills.CREATE”, ZohoBooks.purchaseorder.READ”, ZohoBooks.settings.READ, ZohoBooks.projects.READ, ZohoBooks.contacts.READ, “ZohoBooks.accountants.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Vendor ID

Select or map the vendor of the bill that has to be created.

Bill Number

Enter the bill number.

Is update customer?

Enable this option to update the customer.

Purchase Order IDs

Add the purchase orders.

Date

Enter the creation date of the bill in the yyyy-mm-dd format.

Due Date

Enter the due date of the bill in the yyyy-mm-dd format.

Payment Terms

Enter the net payment term.

Payment Terms Label

Enter the label for net payment term

Recurring Bill ID

Enter the ID of the recurring bill.

Line Items

Add line items of a bill.

Is Item Level Tax Calculation?

Enable if the Item Level Tax Calculation is present.

Is inclusive tax?

Enable to set line item rates as inclusive of tax.

Reference Number

Enter the Reference Number of the entity

Adjustment

Add the bill adjustments. The amount entered as adjustment is added to the invoice total.

Adjustment Description

Enter the adjustment description. E.g. Rounding off.

Get a Bill

Retrieves details of a specified bill.

Required Permissions: ZohoBooks.bills.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Bill ID

Select or map the Bill ID of the bill that you want retrieve details about.

List Bills

Retrieves all bills based on the filter settings.

Required Permissions: ZohoBooks.bills.READ, ZohoBooks.contacts.READ, ZohoBooks.settings.READ, ZohoBooks.purchaseorders.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Search Criteria

Enter the search criteria to filter the results by.

Status

Select the status of returned bills.

Limit

Set the maximum number of bills Boost.space Integrator will return during one execution cycle.

Update a Bill

Updates an existing bill.

**Required Permissions:**ZohoBooks.bills.UPDATE, ZohoBooks.bills.READ, ZohoBooks.purchaseorders.READ, ZohoBooks.settings.READ, ZohoBooks.projects.READ, ZohoBooks.contacts.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Bill ID

Enter (map) the Bill ID of the bill you want to update.

Vendor ID

Select or map the vendor of the bill that has to be updated.

Bill Number

Enter the bill number of the bill you want to update.

Please find the descriptions of the fields in the Create a Bill section above.

Delete a Bill

Deletes a specified bill.

Required Permissions: ZohoBooks.bills.DELETE, ZohoBooks.bills.READ

Connection

stablish a connection to your Zoho Books account.

Organization

Select your organization.

Bill ID

Select or map the Bill ID of the bill you want to update.

Items

You can create, update, list, retrieve, and delete items and mark items as active and inactive with the following modules.

Watch Item

Triggers when an item is created, edited or deleted.

Please see the Setting Up Zoho Books Webhookssection.

List Items

Required Permissions: ZohoBooks.settings.READ

Connection

Establish a connection to your Zoho Books account.

Organization

Select your organization.

Search Criteria

Enter the search criteria to filter the results.

Limit

Set the maximum number of items Boost.space Integrator will return during one execution cycle.

Tax ID

Enter the Tax ID to filter the results.

Tax name

Search items by the tax name.

Is Taxable?

Filter items by taxability.

Tax Exemption ID

Enter the ID of the tax exemption.

Account ID

Enter the ID of the account with which the item is associated.

Filter by

Select the status you want to filter returned items by.

Search Text

Filter items by name or description.

Sort Column

Select whether you want to sort results by name, rate, or tax name.

Create an Item

Creates a new item.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Books Item API reference.

Get an Item

Retrieves details of an existing item.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose item details you want to retrieve.

Item ID

Select or map the Item ID whose details you want to retrieve.

Update an Item

Updates the details of an item.

Connection

Establish a connection to your Zoho Books account.

For the field descriptions, see the Zoho Books Item API reference.

Delete an Item

Deletes an existing item. Items that are part of the transaction cannot be deleted.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose item you want to delete.

Item ID

Select or map the Item ID you want to delete.

Mark an Item as Active

Marks an inactive item as active.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose item you want to mark as active.

Item ID

Select or map the Item ID you want to mark as active.

Mark an Item as Inactive

Marks an active item as inactive.

Connection

Establish a connection to your Zoho Books account.

Organization

Select or map the organization whose item you want to mark as inactive.

Item ID

Select or map the Item ID you want to mark as inactive.

Other

You can call APIs with the following module.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your Zoho Books account.

URL

Enter a path relative to https://books.zoho.{region}/api (e.g. /v3/bills)

For the list of available endpoints, refer to the Zoho Books API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don’t have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use – List Bills

The following API call returns a list of all your bills in your Zoho Books account:

Matches of the search can be found in the module’s Output under Bundle > Body > bills.

In our example, 6 bills were returned:

Legacy article, imported from the original Boost.space knowledge base (/knowledge-base/applications/commerce/zoho-books/).

YNAB

Zoho Invoice