Zoho Books

Easily connect Zoho Books with your BizMagnets account for seamless data integration. Follow these steps to set up a successful connection between Zoho Books and BizMagnets.

If you are on a Premium or higher plan for Zoho Books, you’re eligible for this integration. (Don’t have a plan? Click here to explore Zoho Books options.)

Connect Zoho Books with BizMagnets

1. Go to Integrations in your BizMagnets account. Under Available Integrations, locate Zoho Books and click "Connect."

1. In the Integration space, click "Connect" on the right side. You’ll be redirected to the Zoho Books login page. Use your Zoho Books credentials to sign in.

2. Grant permissions for BizMagnets to READ, CREATE, UPDATE, and DELETE your Zoho Books data. Click "Accept" to proceed and return to BizMagnets.

3. Back in the BizMagnets Zoho Books Integration space, select the channel you want to connect and click "Update Configuration." You’ll receive an authorization token for use in the "Zoho Books Extension".

4. Follow the Zoho Books Extension link to the installation page, select your organization, agree to the terms, and click "Next." Paste the authorization token from BizMagnets into the required field, then click "Install Extension."

5. Return to BizMagnets’ Integration Space and click the provided button. Your Zoho Books organization details (Email, Name, and Organization ID) should appear, confirming a successful integration.

You’re now ready to configure WhatsApp templates for your Zoho Books components in BizMagnets.

Note that each BizMagnets account can integrate with only one Zoho Books account.