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.

Select Zoho Books: Click on Zoho Books to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Books, viaSocket will prompt you to authenticate your Zoho Books account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Books data. Click 'Accept' to proceed.

Log In to Zoho Books: If you are not already logged in, you will be asked to log into your Zoho Books account.

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.