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Zoho Books integration

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Scope of integration #

ALIX’s integration with Zoho Books allows the following to be synchronized :

From Books to ALIX only :

  • Currencies
  • Chart of accounts
  • Transactions
  • Reporting tags
  • Taxes

In both ways :

  • Customers and invoices
  • Vendors and bills

 

Synchronized modules #

It is possible to decide which ALIX modules will be synchronized with Zoho Books.

Customers and vendors
  • Enabling this module allows the synchronization in 2 directions of customers and vendors between ALIX and Zoho Books.
  • If customers and vendors are already present in your Zoho Books account, you can sync them to ALIX by clicking on the following button :
  • If customers and vendors are already present in ALIX, you can synchronize them to Zoho Books by clicking on the following button :
Invoices
  • Enabling this module allows you to transfer invoices to Zoho Books when adding an invoice to a line item in a sales order.
  • Invoices created and edited in ALIX are synced to Books, but not the other way around. Only the invoice status is synchronized in both directions.
Bills
  • Enabling this module allows you to transfer to bills to Zoho Books when adding a bill to a line item on a purchase order.
  • Bills created and edited in ALIX are synced to Books, but not the other way around. Only the billing status is synchronized in both directions.

 

Setup in Zoho Books #

It’s is essential to create a two-ways connection between Zoho Books and ALIX. Without this connection, ALIX can synchronize information with Zoho Books, but the other way doesn’t work.

Create a connection #

    1. In Zoho Books, go to Settings -> Developer & Data -> Connections -> Custom Connections.
    2. Click on Create a new service button.
    3. Enter the following information :

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      Consumer key (ID) :
      zoho
       
      Consumer secret : 
      Upon request, contact support@alix.ai for information.
       
      Autorize URL :
       
      Access Token URL :
       
      Refresh Token URL :

      You need to enter your organization ID where there is a red square. To find the organization ID, in ALIX, click on your user :

    4. Create the connection with theses settings :
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    5. Connect with user ALIX -> alix.

 

Synchronize customers #

To synchronize Zoho Books’s clients to ALIX’s customers, it’s necessary to create custom functions and workflows in Zoho Books. Theses automations manage synchronisation between the two applications for clients create, update and delete.

Create and update #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function :
      1. Name the function.
      2. Select the Client module.
      3. Copy/paste this function :
        url = "https://smart.alix.ai/api/integrations/zoho-books/contacts";
bodyMap = Map:String();
bodyMap.put('contact',customer);
response = invokeurl
[
url :url
type :POST
parameters:bodyMap
connection: "alix"
];

        Replace “alix” by the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow rules.
    2. Create a new workflow.
    3. Enter the following information :
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Delete #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function.
      1. Name the function.
      2. Select the Client module.
      3. Copy/paste this function :
        url = "https://smart.alix.ai/api/integrations/zoho-books/contacts/" + customer.get("contact_id");
response = invokeurl
[
url :url
type :DELETE
connection: "alix"
];

        Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow Rules.
    2. Create a new workflow.
    3. Enter the following infromation :
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Synchronize invoices #

To enable ALIX to create a draft invoice in Zoho Books, it’s necessary to create custom functions and workflows in Zoho Books. Theses automations manage synchronisation between the two applications for invoices create, update and delete.

Create and update #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function :
      1. Name the function.
      2. Select the Invoice function.
      3. Copy/paste this function :
        url = "https://smart.alix.ai/api/integrations/zoho-books/invoices";
bodyMap = Map:String();
bodyMap.put('invoice',invoice);
response = invokeurl
[
url :url
type :PUT
parameters:bodyMap
connection:"alix"
];

        Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow Rules.
    2. Create a new workflow.
    3. Enter the following information :
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Delete #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function.
    3. Copy/paste this function :
      url = "https://smart.alix.ai/api/integrations/zoho-books/invoices";
invoice.put('exist',false);
bodyMap = Map:String();
bodyMap.put('invoice',invoice);
response = invokeurl
[
url :url
type :PUT
parameters:bodyMap
connection: "alix"
];

      Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow Rules.
    2. Create a new workflow.
    3. Enter the following information :
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Synchronize vendors #

To synchronize Zoho Books’s vendors to ALIX’s contacts, it’s necessary to create custom functions and workflows in Zoho Books. Theses automations manage synchronisation between the two applications for vendors create, update and delete.

Create and update #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function.
      1. Name the function.
      2. Select the Vendor module.
      3. Copy/paste this function :
        url = "https://smart.alix.ai/api/integrations/zoho-books/contacts";
bodyMap = Map:String();
bodyMap.put('contact',vendor);
response = invokeurl
[
url :url
type :POST
parameters:bodyMap
connection: "alix"
];

        Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow rules.
    2. Create a new workflow.
    3. Enter the following information :
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Delete #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function.
      1. Name the function.
      2. Select the Vendor module.
      3. Copy/paste this function :
        url = "https://smart.alix.ai/api/integrations/zoho-books/contacts/" + vendor.get("contact_id");
response = invokeurl
[
url :url
type :DELETE
connection: "alix"
];

        Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow Rules.
    2. Create a new workflow.
    3. Enter the following information :
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Synchronize bills #

To enable ALIX to create a draft bill in Zoho Books, it’s necessary to create custom functions and workflows in Zoho Books. Theses automations manage synchronisation between the two applications for bill create, update and delete.

Create and update #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function.
      1. Name the function.
      2. Select the Bill module.
      3. Copy/paste this function :
        url = "https://smart.alix.ai/api/integrations/zoho-books/bills";
bodyMap = Map:String();
bodyMap.put('bill',bill);
response = invokeurl
[
url :url
type :PUT
parameters:bodyMap
connection: "alix"
];

        Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Workflow Rules.
    2. Create a new workflow.
    3. Enter the following information :
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Delete #

  1. Custom Function :
    1. Go to Settings -> Automation -> Workflow Actions -> Custom Functions.
    2. Create a new function.
    3. Select the Bill module.
    4. Copy/paste this function :
      url = "https://smart.alix.ai/api/integrations/zoho-books/bills";
bill.put('exist',false);
bodyMap = Map:String();
bodyMap.put('bill',bill);
response = invokeurl
[
url :url
type :PUT
parameters:bodyMap
connection: "alix"
];

      Replace “alix” with the connection name.

  2. Workflow Rule :
    1. Go to Settings -> Automation -> Worflow Rules.
    2. Create a new workflow.
    3. Enter the following information :
      selectedImg
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Setup in ALIX #

Once the setup is done in Zoho Books, go back to ALIX to complete the connection.

  1. In Settings, go to the Integration section.
  2. Click Connect next to the Zoho Books app.
  3. Follow Zoho Books’ instructions.
  4. Once connected, click Details next to the Zoho Books app.
  5. Click on the organization so that a green checkmark appears next to the information. Until a green checkmark appears, the connection is not active.
  6. Now that the connection is established, manually synchronize the different modules by clicking on the buttons :
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