Generally speaking, Zoho Books API calls are limited in order to provide a better quality of service and greater availability to all users. Once you’ve set up, keep the following suggestions in mind as you begin using it: Pay Attention to Your Limits Specific scopes available for the Zoho Books API include contacts, settings, estimates, invoices, customerpayments, creditnotes, projects, expenses, salesorder, purchaseorder, bills, debitnotes, vendorpayments, banking, and accountants. If you need to revoke a refresh token, use the following URL with the parameter below: ?įinally, call the Zoho Books API in header using the following values: If your access token expires, use the refresh token to request a new one by redirecting to the following POST URL using the parameters below: ? Step #4: Generate an Access Code from a Refresh Token Earlier refresh tokens will be deleted by default if this limit is exceeded, whether or not they’re in use. Be aware that Zoho limits refresh tokens to 20 per user. This will generate both an access token (which will expire after a set period) and a refresh token. Once you have your access token, make a POST request using this URL ( ) and the following parameters to generate your access token: Step #3: Generate Access and Refresh Token If you click ‘Deny’, Zoho will return a server error. Note that this code is only valid for 60 seconds. Clicking ‘Accept’ will cause Zoho to redirect to the given redirect_uri with the ‘code’ and ‘state’ parameters (which you’ll need to get the access token in the next step). Upon this request, Zoho will present a user consent page. Next, you’ll redirect to the authorization URL ( ) with the relevant parameters: ![]() Use the following instructions to start using the Zoho Books API: Step #1: Register a New Clientīecause Zoho’s REST APIs use OAuth 2.0 protocols, your first step will be to register your application within Zoho’s Developer Console to generate a Client ID and Client Secret. This is especially helpful for businesses working across multiple Zoho apps or that already have established third-party solutions in place that they don’t want to replace. ![]() The API not only integrates with several other third-party software, but also allows Zoho Books to integrate with other Zoho products, such as Zoho Campaigns, Zoho Mail, and Zoho Inventory. In practical terms, integrations set up using the Zoho Books API enable businesses to utilize add-ons to get more from their Zoho Apps. Further, because the API follows HTTP rules, every resource is exposed as a URL, and every URL can be obtained through the API Root Endpoint. It is built on REST (Representational State Transfer) principles, making it relatively straightforward to use and allowing for a wide range of activities and integrations. How does the Zoho Books API enhance integration and functionality?Įssentially, the Zoho Books API is the function that allows you to perform all of your Zoho Books operations within the web client. With the Zoho Books API, companies can integrate Zoho Books with other Zoho apps and third-party software to increase its functionality and streamline internal workflows.īut how exactly does it work? Let’s take a closer look. Zoho Books, a cloud-based accounting software, allows businesses to easily manage their finances and automate their workflows through a rich set of features and an intuitive user interface.
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