Zoho Books

How to set-up your Zoho Books with Kylas

This article will cover steps to integrate Zoho Books with Kylas. This app helps users to connect their invoicing application and create invoices directly from CRM itself without switching the apps. Kylas users can connect to this invoicing tools to generate and view invoices.

ZohoBooks allows you to keep track of financial functions like income and expenses, employee expenses and inventory in real-time.

Prerequisites

Permissions: Any user with access to the Kylas account API key or Access to Kylas Marketplace.
Product Plans : Elevate

Step by Step Process:

1.Connect Zoho books  

  • Install Kylas Zohobooks Marketplace app on Kylas.
  • Sign in into application and enter your Kylas app API key in API key field and click on save.
  • Go to Connected accounts and Connect your Zohobooks account  
  • Enter your zohobooks organizational ID, Client ID, Client secret and select your domain suffiix.
To get the Organisational Id  follow the steps  

Step 1 - Login to your Zoho Books account Dashboard 

Step 2 - Click the profile section on Top right hand side 

 

Step 3 - Copy your organisation id from your profile section. As shown above. 
 

To get the Client ID and Client Secret follow the steps:   

Step 1 - Launch the following URL in your browser - https://api-console.zoho.com 

Step 2 - Login with your Zoho account credentials 

Step 3 - Click on "Get Started" or "Add a client" button 

Step 4 - Click "Server-based Applications" and "Create Now" 

Step 5 - Enter the following details in the given fields 

Client Name - Kylas 


Step 6 - Click "Create" 

Step 7 - Copy the shown "Client ID" and "Client Secret" and enter into the Zohobooks marketplace application 

  • Click on save and connect.  
  • Enter your Zohobooks Credentials and sign in in to your zohobooks account. 
  • After connecting the account you will need to map Items , customer, and Invoice fields of zohobooks with Kylas’s product , Contacts and deal’s field respectively and save the mapping.  
  • You can invite your users to install this application on their kylas account to create invoice from their kylas account.  To add the users, go to Manage users and add the kylas users to invite them to install this application and save it.  
  • Now you are ready to use this application. Just go to any deal, and Generate the invoice directly from more action button. 

 

  • Check the Information and fill the necessary information if required. click on save. The invoice will be created in Zohobooks account 

 

  • Once the invoice is created,  you can check all the invoices on the respective Deal’s and Contact's details page. By click on Zohobooks invoice on the entity details page 

 

  • You can download the invoice from details page by click on the download CTA and also see all the created invoices from kylas in the Kylas zohobooks marketplace app 

  


    • Related Articles

    • How to Send automated SMS via Kylas Workflows?

      This article covers the steps to be performed to send automated SMS to Leads or Contacts.  Prerequisites: Product Plans: Elevate  Activities to be completed: Kylas SMS app installed and configured to send manual SMS. Please refer the following ...

    • How to add marketplace app trigger as a trigger event for Kylas workflow?

      This article covers the steps to perform in order to add a marketplace app trigger as the workflow trigger event. This will enable you to let a workflow get triggered by an external event taking place in a marketplace app and you can use this for ...

    • How to uninstall a marketplace application?

      This article covers the steps to be followed for uninstalling marketplace applications with a KYLAS CRM account.  Prerequisites Permissions: Any user who has a marketplace app installed Product Plans: Elevate, Explore Activities to be ...

    • What are triggers in marketplace app and how to add triggers?

      This article covers the steps to take for adding triggers in marketplace application. What are triggers? Triggers in marketplace apps enables the app developers to trigger Kylas workflows based on an event that takes place in their application. And ...

    • How to Create a Marketplace Application?

      Step 1: Go to Kylas Marketplace apps >> Manage Apps >>Create App · After Clicking on Create app, you will be asked to enter the required information o App Type :- you can either publish this app for private use or make it public o App Category: - ...