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
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