Zoho Books
What is Zoho Books Connector?
Integrate Zoho Books with Zoho Books Connector to pull the accounting data from Zoho Books and present in Looker Studio
What is Zoho Books?
Zoho Books is online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
How does it work?
Step 1: Choose "Zoho Books" connector by Jivrus Technologies from Google Looker Studio Partner Gallery
Step 2: Click on 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you click Authorize button, you can provide access with your Google account
Click on 'Allow' button for Access google Account.
Step 4: Once you are authorized to google account then you need to authorize for third-party service. In this case Zoho Books CRM.
Step 5: Click on 'AUTHORIZE' button for authorizing your Zoho Books CRM account.
Step 6: Once you click on authorize, you need to login with your Zoho Books Account.
Click on Login button.
Step 7: Choose the Organisation you want to use.This is dynamic based on your Zoho Books account.
Jivrus Technologies
Step 8 : Choose The Object you want to use :
Contacts
Estimates
Sales Orders
Invoices
Recurring Invoices
Credit Notes
Customer Payments
Expenses
Recurring Expenses
Retainer Invoices
Purchase Orders
Bills
Recurring Bills
Vendor Credits
Vendor Payments
Bank Accounts
Bank Transactions
Chart Of Accounts
Journals
Projects
Tasks
Time Entries
InvoiceLineItems
Step 9 : Click the Connect Button
Step 10: The available fields from the Contacts Object is listed.
Step11: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 12: Click on the 'Create Report' button.
Step 13: You can customize the dashboard as you want.
Pricing
Zoho Books - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with Zoho Books CRM Data Connector.
_Old_-_Zoho_Books_CRM_-_Dashboard_-__Jivrus_Technologies.pdfZoho_Books_-Dashboard_report-_by_Jivrus_Technologies.pdf