Getting Started - Zoho Books
Follow these steps to connect your Zoho Books and automate your tasks effortlessly.
Step 1: Select Zoho Books from viaSocket’s Library of Apps
Find Zoho Books: Use the search bar to locate Zoho Books from the list of available apps.
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Select Zoho Books: Click on Zoho Books to begin the integration process.
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Step 2: Authenticate
Authentication Prompt: After selecting Zoho Books, viaSocket will prompt you to authenticate your Zoho Books account.
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Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Books data. Click 'Accept' to proceed.
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Log In to Zoho Books: If you are not already logged in, you will be asked to log into your Zoho Books account.
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Map Data Fields, Test and Save
Now map data from Zoho Books to other apps or use other apps data to perform actions in Zoho Books app.
Before finalizing, run a test to ensure everything is set up correctly.
Once you are satisfied with the test results, save your step.