Integrate Zoho Books with Zoho Analytics - Unified Integrations | Admin Guide - Zoho One

Integrate Zoho Books with Zoho Analytics

Overview

This integration makes your data from Zoho Books available in Zoho Analytics, with which, you can create custom reports or choose from Zoho Analytics’ 75+ financial reports. Reports and dashboards that you create in Zoho Analytics can also be embedded in your own website or application. The integration can prove extremely useful if you want to create reports from multiple sources or even multiple organizations from Zoho Books itself.
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The steps to integrate vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Space UI
Unified UI
Space UI

To enable the integration,

  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.

  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click  , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click  on the top-right corner, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click  , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Note: Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
Unified UI

To enable the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top. 

  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
Note: Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click  , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
Note: While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click  , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Note: Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.