Setup Zoho Books

Before you can access data from users using Zoho Books for their accounting, you need to set up a Zoho Books integration in the Railz Dashboard™. You'll need to:

1. Create a new application on Zoho Books developer portal.
2. Retrieve your application's secure keys from the Zoho Books developer portal.
3. Add your secure keys to Railz.

Setup Zoho Books

Create your Application

1. Create an account in the Zoho Books portal.
2. Once logged in, select the Add Client button in the Applications Page from the top-left corner.
3. Select Server-based Applications and add the following details in the page:
   1. In the 'Client Name' box, enter your company name. Your will customers see this when they authorize the connection to their accounting system.
   2. In the 'Homepage URL' box, enter your company's website.
   3. In the 'Authorized redirect URIs' box, enter https://auth.railz.ai/zohoBooks
4. Click on Create button once information has been filled.
5. Zoho Books will generate the secure keys that you'll need to store safely and add to the Railz dashboard to access data from your businesses.
6. Select the **Settings** tab and complete the following:
   1. Enable the listed regions where your customers are based.
   2. Select the checkbox 'Use the same OAuth credentials for all data centers'.
   3. Your settings are saved automatically, and a confirmation message is displayed.

Add your Secure Keys to Railz

1. Open the Railz Dashboard™ and log in.
2. In the left sidebar navigation menu, go to Integrations > Accounting.
3. Scroll down to the Zoho Books integration and click Configure.
4. Paste in your Client ID and Client Secret, and then click Save & Enable.