Zoho Books integration reference

Things to know when synchronizing data with Zoho Books.

Note the following information when building your application using Codat's Zoho Books integration.

Bill payments

Bill Payments are mapped from Vendor Payments and Vendor Credits in Zoho Books.

When syncing Bill payments with Zoho Books:

• The paymentMethodRef field is not populated.

• Manual journal transactions are not supported. Zoho Books doesn't support modifying AR or AP using manual journals.

• Discount transactions are not supported.

  Zoho Books doesn't support processing discounts on Vendor Payments at the point of payment (for example, early settlement discounts). Instead, users add a Vendor Credit for the discounted amount to the bill payment.

Tracking categories

Tracking categories are supported for the following data types:

• Invoices (pull and push)
• Credit Notes (pull)
• Bills (pull and push)

Tracking categories are mapped from Reporting Tags in Zoho Books. Reporting Tags are created using a Tag Name and one or more child Tag Options. The Tag Name and Tag Options are pulled to Codat as separate tracking categories. Tracking category IDs are assigned based on the values of the tag_id (for Tag Name) and tag_option_id (for Tag Options) fields.