Guide: Using Zoho Books with Databox

Currently, there is not a direct Databox + Zoho Books integration available, but there are alternative ways to sync your Zoho Books data with Databox.

These alternatives utilize third-party integrations such as Zapier, Integromat, or the Databox API.

Pro Tip: If you don't have the time or resources to set this up yourself, check out our services where we can build the custom integration for you. For additional information, feel free to connect with our team via chat or email us at [email protected].

HOW TO

How to use Zapier to sync Zoho Books data

Zapier is a trigger-based app, meaning you can have certain events (such as a new card being added) trigger certain actions (updating the relevant data and syncing with Databox) using Zaps. Because triggers initiate data syncs, historical data will not be available for metrics that are synced using Zapier. 

Learn more about the Zapier + Databox third-party integration here.

Whenever possible, it’s recommended that you use a Zap Template. This will save you time and will streamline the process of syncing Zoho Books data with Databox using Zapier. 

You can also create Zaps from scratch if a Zap Template isn’t available.

IN THIS SECTION

Zap Templates available for Zoho Books Metrics

View the full list of prepared Zaps here.

Creating Zaps from scratch for Zoho Books Metrics

The following Zoho Books Metrics can also be synced with Databox by creating a Zap from scratch: 

  • New Item
    (triggered when a new item is created)
  • New Sales Invoice
    (triggered when a new sales invoice is created)
  • New Customer
    (triggered when a new customer is created)
  • New Estimate
    (triggered when a new estimate is created)
  • Card Expense
    (triggered when a new expense is created)

Learn how to create Zaps from scratch here.

How to use Integromat to sync Zoho Books data

Integromat is a third-party integration that allows you to sync data between apps. Integromat has a long list of native integrations along with the ability to sync custom data via the API.

Learn more about the Integromat + Databox third-party integration here

Whenever possible, it’s recommended that you use an Integromat Template. This will save you time and will streamline the process of syncing Zoho Books data with Databox using Integromat. 

If a Template isn’t available, you can sync additional Zoho Books with Databox using Integromat by setting it up from scratch.

IN THIS SECTION

Integromat Templates available for Zoho Books Metrics

View the full list of prepared Templates here.

Syncing additional Zoho Books Metrics using Integromat

The following Zoho Books Metrics can also be synced with Databox by setting up the connection from scratch:

  • Watch Vendor
    (triggered when a new vendor is created)
  • Watch Customer
    (triggered when a new customer is created)
  • Watch Estimate
    (triggered when a new estimate is created)
  • Watch Invoice
    (triggered when a new invoice is created)
  • Watch Payment
    (triggered when a new payment is created)
  • Watch Expense
    (triggered when a new expense is created)
  • Watch Bill
    (triggered when a new bill is created)
  • Watch Item
    (triggered when a new item is created)
  • List Contacts
    (retrieves a list of all contacts)
  • List Estimate
    (retrieves a list of all estimates)
  • List Salesorder
    (retrieves a list of all salesorders)
  • List Invoices
    (retrieves a list of all invoices)
  • List Invoice Payments
    (retrieves a list of all payments made for an invoice)
  • List Customer Payments
    (retrieves a list of all payments made by customer)
  • List Expenses
    (retrieves a list of all expenses)
  • List Bills
    (retrieves a list of all bills)
  • List Items
    (retrieves a list of all items)

Learn how to set this up from scratch here.

Use the Databox API to sync Zoho Books data

If you’re comfortable using scripting languages or you have developer resources available, you can build your own custom integration and push Zoho Books data via the Databox API.

Learn more about the Integromat + Databox third-party integration here

For more information, check out the Databox developer portal or Zoho Books’s API documentation.

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