Zoho Books Integration
Getting started with setting up your books integration with your account has three initial criteria to be considered.
3. Existing user of Zoho Books and Zoho Invoice.
- Log into your Workerly account with your credentials.
- In the top right of your account, click Setup > Extensions & APIs > Zoho.
- If you're a new user to both Zoho books and Zoho Invoice, the system will start creating your account for you in Zoho Books as soon as you sign up for Zoho Workerly. Click Manage in the Zoho Books integration widget.
- If you have an account in Zoho Books or Zoho Invoice, you need to go to the Setup page and configure the integration.
- You can now setup your account portal name and the permissions for all the users/agents added in your account.
Case 1: If you're a new user to both Zoho books and Zoho Invoice, the system will start creating your account for you as soon as you sign up for Zoho Workerly. Go to Setup > Extensions & APIs > Zoho and click Manage in the Zoho Books integration widget.
Click setup now and your account portal name and the permissions for all the users/agents added in your account.
- Navigate to Setup > Extensions & APIs > Zoho. You'll be prompted to create an account in Zoho Books.
- Click Ok, and you'll be taken to the Zoho Invoice page where you can upgrade your account by moving all your organization data.
Setting up portal name and permissions
Once you select manage button, you'll see options to setup your portal and give permissions to agents in your account.
You can edit the portal name however you want it to be and click save. Going forward, clicking on the Permissions tab will allow you to give access to agents in your account.
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