Zoho Books API pull data into Excel
I looked at the Zoho Books API and I see that I can get it to return invoice details based on the invoice ID: https://books.zoho.com/api/v3/invoices/ [invoice id here] ?authtoken=[authorization token here]&organization_id=[organization id here] When I
Accounting challenge with Invoice and payments happening outside Zoho Books
We use Zoho Books for accounting. Our challenge is that while Zoho is used for accounting, we use Djubo an online hotel reservations app for integrating bookings from various online platforms like Airbnb, booking.com and our own booking engine. The reservations
Accounting challenge with invoice and payments happening outside Zoho Books
I run a small homestay. We use Zoho Books for accounting. Our challenge is that while Zoho is used for accounting, we use Djubo an online hotel reservations app for integrating bookings from various online platforms like Airbnb, booking.com and our own
Getting error in Zoho Books Workflow Rule: Error due to - 'UnAuthenticated Connection: zohobookstocreator'
Hi, I have written a custom function to insert records from Zoho Books Invoice to Zoho Creator whenever an invoice is created. The custom function is working fine when I try to execute manually. I could see the record created in Zoho Creator as well without
Create a specific field with sequential number (+1) - Need help with formula
Hello everyone, I need support please! I would like to create a specific field in Books. This missing field should consist of the following parameters: 1. symtax: "PR-" 2. customer number (cf_kdnr) 3. consecutive 3-digit number I would like to achieve
Webhook Stock Changes
Hi! I created a webhook for item updates. Therefor, I created a Webhook under Automation > Workflow Actions for the Item-Module and a Workflow-Rule under Automation > Workflow Rules for the Item-Module. Everything is working so far except the Stock. Is
Can I specify which fields I want in a response?
When I get a list of customers with https://books.zoho.com/api/v3/contacts?organization_id=org_id, is there a way to specify which fields I want in the response? I don't need to receive every field. I know it's just a matter of only reading the fields
Default value of custom field not showing
I have made a custom field "PO number" under Sales Order. I have made the same custom field under Invoices and set the default value to ${salesorder.cf_po} so that when I make an invoice the PO number from the sales order is automatically filled in. This
Automation - Auto Apply Invoice Template
Hi, I'm looking for help on a way to automatically apply a specific template based on the currency set for the customer. As an example, if I create a brand new invoice and select a customer with their currency set to CAD I want it to automatically change
Custom function that Gives total sales of an item in the last 30 days
Hi, I would like to have a custom field that is updated by a custom function. The field "widget 1 sales" - total sales (Paid amount) of "widget 1" in the last 30 days. The function - everytime "widget 1" has been paid on an invoice update "widget 1 sales"
ChartOfAccounts endpoint does not return description when showbalance filter is used
I'm trying to request the ChartOfAccounts endpoint using the filter showbalance=true but whenever I try this, the description field comes as an empty string for all records in the response. This produces a correct result with description populated but
Updated Python Samples/SDK for books? Edited to include my own repo
There seems to be some wrappers out there but they are outdated and many years old and it looks abandoned and not updated to the latest API. Can anyone share a working python project that handles the token refresh stuff and has some sample endpoint calls?
How to set Automation for expired Estimate Reminder
Hi I see we can set automatic invoice overdue reminders but i am trying to set an automation to send an email reminder when a client has either not seen or not approved an Etimate.so far I have this but have no idea if it would work ? Any help would be
Trying to create a paid invoice
Hi all, I'm trying to use Zapier to connect Woocommerce to Books to create a paid invoice. I can get a draft invoice created, but am stuck trying to update the draft invoice. I've tried a number of custom functions from other threads but can't seem to
Is it possible Multiple Instances in Zoho books?
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
Multiple Instances in Zoho books
Is it possible Multiple Instances in Zoho books??? For eg. i have enter a debit note or invoice in 1 company and then 2nd company will update automatically sync the same and get updated.
Issues with WooCommerce to Zoho Books Invoice Creation via Integromat (Make)
Dear Zoho Support, I am attempting to automate the creation of invoices in Zoho Books from WooCommerce orders using Integromat (Make) and have encountered persistent errors that are hindering the process. Overview: I have successfully set up a flow in
How to add HTML text into Books note field
I would like to add HTML formatted text into the note field in a Zoho Books estimate. I am creating the estimate in a function in CRM. Adding <br> or \n have no effect. The API will also just accept a string as parameters. CRM Code: response = invokeurl
Zoho Books Automation
Hi, We are looking to automate our Zoho Books entries/payments. We are an e-commerce platform and are trying to automate the payments to the vendors. Can you help?
Add multiple Pages to a Zoho Books Estimate
I need to add multiple pages to my estimates in Zoho Books. The additional pages is mostly text with variable numbers/names. I gather the data in CRM from which I create estimates via the Books API. How can I add these additional pages onto the estimate,
Enable workflow through api
Hi guys, I have created an app in Zoho Creator and I am using Zoho Books. Zoho Creator is going to be my source for customer data in Zoho Books. Now I want to create a settings form in Creator to enable or disable the sync to Zoho Books. This is relevant
Getting multiple Invoices during Zoho book Invoice sync api
Hi Team, We have integrated kapittx system with Zoho books specifically syncing customers, invoices and payments information. In month of October we have observed that we are getting duplicate invoice records coming in same request. We calling these apis
Books API item_total doesnt work
I am trying to set the item_total manually with the API. Im creating Estimates from a function in CRM but "item_total":100 in the parameters doesnt do anything, the price will instead be created automatically including taxes and ignoring custom fields.
How do i return records that have no values in a field?
Hi - i'm trying to return all records from a custom module that do not have a sales order number. This is my code (which returns all records, including those with sales order numbers): searchParam = {"cf_salesordernumber":""}; getNewSO = zoho.books.getRecords("cm_sor",organizationID,searchParam,"zohobooks");
ICICI Bank Integration issue
Team Zoho, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved connection in ICICI bank, but I am not able to see any details in my account. Please help. Regards
Function #12: Approve purchase orders automatically
The transaction approval feature in Zoho Books helps establish an authorization process, allowing business owners to closely monitor transactions created by their employees. This process ensures that all transactions created by employees undergo a thorough
Accessing Customer Module Data from a Invoice Custom Function
Hello everyone, I'm currently working on custom functions in the Zoho Books Invoice module with Deluge language. Zoho provides arguments for these functions, such as a Map of the invoice, organization, and user. However, I'm trying to figure out how to
Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
Zoho Book verified email address
Hi, hoping someone from Zoho can help on this one. In Book have addded and verified an email address to be used in a custom function. However, when executing the function get banner warning of only admin, user or verified email can be set as sender address
Function #23: Early payment discounts in invoices
Consider John, a retail business owner who offers discounts on invoices if customers pay before the due date. However, keeping track of the payments before the due date and adjusting invoice amounts manually can be quite a chore. If you're a business
Using deluge how to add a line item to Estimates
Hi, Hoping someone can help me with a deluge question, I'm trying to have zoho books create an estimate but on load i want to add a new line item. Basically i want to create an estimate but i want at the bottom to add a header and a line item that is
Facility to save a transaction with CTRL+S
Let's bring Facility to save a transaction with CTRL+S
Item Image full link in API missing.
Hi ,how to get full image URL in zoho books item API ? i only get image filename in API in https://books.zoho.com/api/v3/items?organization_id=xxxxx i need full item Image link
automatic transaction for adding accumulated depreciation
Is there an automated transaction function for journal entries? I want to add an accumulated depreciation expense every month to an account. I see how one can set up a recurring transaction for bills, can I do this for jo
Mobile app - signing for deliveries
Can you use the books mobile app to capture a customer signature on delivery of goods regards John
Using Coldfusion to fetch Zoho data
Hi Community, has anyone used Coldfusion to fetch Zohobooks data. this could be by chttp or using javascript in Coldfusion. I have tired with this code <cfhttp result="result" method="Get" url="https://www.zohoapis.eu/books/v3/salesorders?organization_id=xxxxxxxxxxxx"
Request for a webpage showing all Zoho Service Status
Hello Zoho, Can we have a webpage where we can see which all Zoho Services are UP and running and which are/will going through maintenance /updates etc.? Thanks
Blockchain technology
Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology
Is there an API to export Purchase Order as PDF?
Is there an API to export Purchase Order as PDF? I'm happy to be an alpha or beta test of this API.
API : in Vendorcredits, vendorid is always empty
Hello, We have a problem with the API of Zoho Books. In the ressource "vendorcredits" the field vendorid is always empty (even if the field vendorname isn't). Here an example of call : https://books.zoho.eu/api/v3/vendorcredits?organization_id=xxxxxxx
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