{"id":15704,"date":"2024-09-20T13:37:08","date_gmt":"2024-09-20T17:37:08","guid":{"rendered":"https:\/\/alix.ai\/documentation\/?post_type=docs&#038;p=15704"},"modified":"2026-06-10T10:06:55","modified_gmt":"2026-06-10T14:06:55","password":"","slug":"integration-avec-zoho-books","status":"publish","type":"docs","link":"https:\/\/alix.ai\/documentation\/fr\/doc\/integrations\/integration-avec-zoho-books\/","title":{"rendered":"Int\u00e9gration avec Zoho Books"},"content":{"rendered":"<div class=\"pdfprnt-buttons pdfprnt-buttons-docs pdfprnt-top-right\"><a href=\"https:\/\/alix.ai\/documentation\/wp-json\/wp\/v2\/docs\/15704?print=print\" class=\"pdfprnt-button pdfprnt-button-print\" target=\"_blank\" ><img decoding=\"async\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/plugins\/pdf-print\/images\/print.png\" alt=\"image_print\" title=\"Print Content\" \/><\/a><\/div><h2>Port\u00e9e de l\u2019int\u00e9gration<\/h2>\n<p>L\u2019int\u00e9gration d\u2019ALIX avec Zoho Books permet la synchronisation des \u00e9l\u00e9ments suivants\u00a0:<\/p>\n<p>De Books vers ALIX seulement\u00a0:<\/p>\n<ul>\n<li>Devises<\/li>\n<li>Plan comptable<\/li>\n<li>Transactions<\/li>\n<li>Balises de rapport<\/li>\n<li>Taxes<\/li>\n<\/ul>\n<p>Dans les deux sens\u00a0:<\/p>\n<ul>\n<li>Clients et factures<\/li>\n<li>Fournisseurs et factures<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3>Modules synchronis\u00e9s<\/h3>\n<p>Il est possible de d\u00e9cider quels modules ALIX seront synchronis\u00e9s avec Zoho Books.<\/p>\n<p>&nbsp;<\/p>\n<table>\n<tbody>\n<tr>\n<td>Clients et fournisseurs<\/td>\n<td>\n<ul>\n<li>L\u2019activation de ce module permet la synchronisation dans les 2 sens des clients et fournisseurs entre ALIX et Zoho Books.<\/li>\n<li>Si des clients et fournisseurs sont d\u00e9j\u00e0 pr\u00e9sents dans votre compte Zoho Books, vous pouvez les synchroniser vers ALIX en cliquant sur le bouton suivant\u00a0:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18013\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_10h52_28.png\" alt=\"\" width=\"218\" height=\"284\" \/><\/li>\n<li>Si des clients et fournisseurs sont d\u00e9j\u00e0 pr\u00e9sents dans ALIX, vous pouvez les synchroniser vers Zoho Books en cliquant sur le bouton suivant\u00a0:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18014\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_10h53_40.png\" alt=\"\" width=\"205\" height=\"285\" \/><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Factures clients<\/td>\n<td>\n<ul>\n<li>L\u2019activation de ce module permet de transf\u00e9rer les factures \u00e0 Zoho Books lors de l\u2019ajout de facture \u00e0 un article d\u2019une commande client.<\/li>\n<li>Les factures cr\u00e9\u00e9es et modifi\u00e9es dans ALIX sont synchronis\u00e9es vers Books, mais pas l\u2019inverse. Seul le statut de facturation est synchronis\u00e9 dans les deux sens.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Factures fournisseurs<\/td>\n<td>\n<ul>\n<li>L\u2019activation de ce module permet de transf\u00e9rer les factures \u00e0 Zoho Books lors de l\u2019ajout de facture \u00e0 un article d\u2019un bon de commande.<\/li>\n<li>Les factures cr\u00e9\u00e9es et modifi\u00e9es dans ALIX sont synchronis\u00e9es vers Books, mais pas l\u2019inverse. Seul le statut de facturation est synchronis\u00e9 dans les deux sens.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td>Termes de paiement<\/td>\n<td>\n<ul>\n<li>Permet la synchronisation des termes de paiement de Zoho Books vers ALIX.<\/li>\n<li>Lorsque l&#8217;int\u00e9gration est activ\u00e9e, la cr\u00e9ation et la modification des termes de paiement dans ALIX sont d\u00e9sactiv\u00e9es : les termes sont g\u00e9r\u00e9s dans Zoho Books et import\u00e9s dans ALIX. La suppression d&#8217;un terme reste possible dans ALIX, \u00e0 condition qu&#8217;il ne soit pas marqu\u00e9 <strong>Par d\u00e9faut<\/strong>\u00a0et qu&#8217;il ne soit utilis\u00e9 par aucune entit\u00e9.<\/li>\n<li>Pour la proc\u00e9dure de cr\u00e9ation, de modification et de d\u00e9finition du terme par d\u00e9faut, consultez la page\u00a0<a href=\"https:\/\/alix.ai\/documentation\/fr\/doc\/comptabilite\/termes-de-paiement\/\" target=\"_blank\" rel=\"noopener\"><strong>Termes de paiement<\/strong><\/a>.<\/li>\n<li>Les termes de paiement assign\u00e9s aux factures clients et aux factures fournisseurs sont synchronis\u00e9s dans les deux sens entre ALIX et Zoho Books.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h2>Setup dans Zoho Books<\/h2>\n<p>La cr\u00e9ation d&#8217;une connexion est essentielle afin que la synchronisation soit bidirectionnelle entre ALIX et Books. Sans celle-ci, ALIX pourra seulement pousser des donn\u00e9es \u00e0 Books et non l&#8217;inverse.<\/p>\n<h3>Cr\u00e9er une connexion<\/h3>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Dans Zoho Books, allez dans les <strong>Param\u00e8tres -&gt; D\u00e9veloppeur et donn\u00e9es -&gt; Connexion -&gt; Connexions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cliquez sur le bouton <strong>Cr\u00e9er un service<\/strong>.<\/li>\n<li>Ins\u00e9rez les informations suivantes :<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18096\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-12_13h37_22-1.png\" alt=\"\" width=\"813\" height=\"651\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-12_13h37_22-1.png 813w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-12_13h37_22-1-300x240.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-12_13h37_22-1-768x615.png 768w\" sizes=\"(max-width: 813px) 100vw, 813px\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn9684d2726a2084c42b7512e0824c8029249da12cd8ac8aecfaca0476c1e6bfe2e8ad8e95d48a30e48cede291edd6b283?inline=true\" alt=\"selectedImg\" \/><\/p>\n<div><b><span class=\"size sty__exzd17__cls\"><br \/>\nConsumer key (ID) :<\/span><\/b><span class=\"size sty__amtpbq__cls\"><br \/>\n<\/span><\/div>\n<div><span class=\"size sty__2qumxk__cls\">zoho<\/span><span class=\"size sty__l8jnpx__cls\"><br \/>\n<\/span><\/div>\n<div><span class=\"size sty__sehso3__cls\">\u00a0<\/span><\/div>\n<div><b><span class=\"size sty__xqhsed__cls\">Cl\u00e9 secr\u00e8te client :\u00a0<\/span><\/b><span class=\"size sty__gu9x2o__cls\"><br \/>\n<\/span><\/div>\n<div>\n<div><span class=\"size sty__ct8xdd__cls\">Sur demande, contactez le <a href=\"mailto:support@alix.ai\" target=\"_blank\" rel=\"noopener noreferrer\">support@alix.ai<\/a> pour avoir l&#8217;information.<\/span><span class=\"size sty__ffu1qa__cls\"><br \/>\n<\/span><\/div>\n<div><span class=\"size sty__3efum0__cls\">\u00a0<\/span><\/div>\n<\/div>\n<div><b><span class=\"size sty__5u11vl__cls\">Autoriser l&#8217;URL :<\/span><\/b><span class=\"size sty__ec58j3__cls\"><br \/>\n<\/span><\/div>\n<div><a href=\"https:\/\/accounts.alix.ai\/auth?cid=462717000017510065\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"size sty__oxk6sd__cls\">https:\/\/accounts.alix.ai\/auth?cid=<\/span><\/a><span style=\"background-color: red;\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/div>\n<div><span class=\"size sty__8mxme3__cls\">\u00a0<\/span><\/div>\n<div><b><span class=\"size sty__xa9t6j__cls\">URL du jeton d&#8217;acc\u00e8s :<\/span><\/b><span class=\"size sty__ochfa1__cls\"><br \/>\n<\/span><\/div>\n<div><a href=\"https:\/\/accounts.alix.ai\/token?cid=462717000017510065\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"size sty__bmq6oi__cls\">https:\/\/accounts.alix.ai\/token?cid=<\/span><\/a><span style=\"background-color: red;\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/div>\n<div><span class=\"size sty__1vqnsr__cls\">\u00a0<\/span><\/div>\n<div><b><span class=\"size sty__f3449c__cls\">Actualiser l&#8217;URL du jeton :<\/span><\/b><span class=\"size sty__8t5wod__cls\"><br \/>\n<\/span><\/div>\n<div><a href=\"https:\/\/accounts.alix.ai\/token?cid=462717000017510065\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"size sty__ziqwpp__cls\">https:\/\/accounts.alix.ai\/token?cid=<\/span><\/a><span style=\"background-color: red;\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/div>\n<blockquote><p>Les carr\u00e9s rouges doivent \u00eatre remplac\u00e9s par le ID de l&#8217;organisation. Pour connaitre le ID de l&#8217;organisation, dans ALIX, appuyer sur votre utilisateur.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsnc0893ed28e1d3e1180b91aec91351153b7ed98c3a4371397c300b6ec6ddd62160a099df509c4bb0d1475591a979f3cc9?inline=true\" alt=\"selectedImg\" \/><\/p><\/blockquote>\n<\/li>\n<li>Activez la connexion dans le service avec les param\u00e8tres suivants :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn317206e0b4d332e55c10879ce0a1e4777aeca7551d8e4065a326b9085ed81f8f26ca42741134ddc2cf6434a16420946c?inline=true\" alt=\"selectedImg\" \/><\/li>\n<li>Faites la connexion avec l&#8217;utilisateur ALIX -&gt; alix.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3>Synchroniser les clients<\/h3>\n<p>Afin de cr\u00e9er une synchronisation des clients de Zoho Books vers les clients ALIX, il est important de cr\u00e9er des fonctions personnalis\u00e9es et des workflows dans Zoho Books. Ces automatisations permettent de g\u00e9rer la synchronisation entre les applications lors de la cr\u00e9ation, modification et suppression de clients.<\/p>\n<h4>Cr\u00e9ation et modification<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e :\n<ol>\n<li>Nommez la fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Client.<\/li>\n<li>Copiez\/collez cette fonction:\n<pre class=\"sty__56yhd0__cls\"><span class=\"size sty__l7nzoe__cls\">url = \"<\/span><span class=\"size sty__ah5i37__cls\">https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/contacts\";&lt;\/span<\/span>\r\n<span class=\"size sty__ldwzb0__cls\">bodyMap = Map:String();<\/span>\r\n<span class=\"size sty__wq82r6__cls\">bodyMap.put('contact',customer);<\/span>\r\n<span class=\"size sty__f4jaex__cls\">response = invokeurl<\/span>\r\n<span class=\"size sty__5paty8__cls\">[<\/span>\r\n<span class=\"size sty__yrsdab__cls\">url :url<\/span>\r\n<span class=\"size sty__k3jf83__cls\">type :POST<\/span>\r\n<span class=\"size sty__iskznh__cls\">parameters:bodyMap<\/span>\r\n<span class=\"size sty__f3olah__cls\">connection: \"alix\"<\/span>\r\n<span class=\"size sty__sk09l2__cls\">];<\/span><\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn40504f98795000b36dc3b7a9fce258d4fe5f7fb29a00e070b56adf03f1cf8784bad3f05bb5315589e68f2dd59f8b2a12?inline=true\" alt=\"selectedImg\" \/><img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn6339976e8c3b39bc7301719a2840e15eddeb90154c7eb624066802ee59657b5c4f30fd06ba6342f31e077eb73196b216?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h4>Suppression<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt;Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e.\n<ol>\n<li>Nommer la fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Client.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre class=\"sty__h4uhie__cls\"><span class=\"size sty__hy27fl__cls\">url = \"<\/span><a href=\"https:\/\/qa.alix.ai\/api\/integrations\/zoho-books\/contacts\/%22\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"size sty__nke9un__cls\">https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/contacts\/\"<\/span><\/a><span class=\"size sty__uandg0__cls\"> + customer.get(\"contact_id\");<\/span>\r\n<span class=\"size sty__37tffk__cls\">response = invokeurl<\/span>\r\n<span class=\"size sty__nw39t5__cls\">[<\/span>\r\n<span class=\"size sty__93hc9b__cls\">url :url<\/span>\r\n<span class=\"size sty__giqqid__cls\">type :DELETE<\/span>\r\n<span class=\"size sty__rasvk9__cls\">connection: \"alix\"<\/span>\r\n<span class=\"size sty__90hsbg__cls\">];<\/span><\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn096b2e64a8a12a0cefcc42beda66d9f2bd63cc4cdf1be0f53df1e539cc688a5fe0d842aafd585d62d28ab8d46d45d511?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsnb6796ca9874fd87ab12e051b41f1fb1bdd11e1b2ca6c09b1056b52a4c8d72cbcd6258cc037c1a2ae5e9f0215bc00136b?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h3>Synchroniser les factures<\/h3>\n<p>Afin qu&#8217;ALIX puisse cr\u00e9er des factures en brouillon dans Zoho Books, il est important de cr\u00e9er des fonctions personnalis\u00e9es et des workflows dans Zoho Books. Ces automatisations permettent de g\u00e9rer la synchronisation entre les applications lors de la cr\u00e9ation, modification et suppression de factures.<\/p>\n<h4>Cr\u00e9ation et modification<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e :\n<ol>\n<li>Nommer la fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Facture.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre>url = \"https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/invoices\";\r\nbodyMap = Map:String();\r\nbodyMap.put('invoice',invoice);\r\nresponse = invokeurl\r\n[\r\nurl :url\r\ntype :PUT\r\nparameters:bodyMap\r\nconnection:\"alix\"\r\n];<\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn8b57a9ac19d7d75bafa99e852ea35c49b745067c3e2b854395d10fe04c38417a225263201d82a490d29f6a4776ba5817?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn7a2725c3e697c7b8d66e311ca69fc964c32850a333c6773f3a52ad18319b0919cd2472152cfee35586505d02b7c58376?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h4>Suppression<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9er une nouvelle fonction personnalis\u00e9e.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre>url = \"https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/invoices\";\r\ninvoice.put('exist',false);\r\nbodyMap = Map:String();\r\nbodyMap.put('invoice',invoice);\r\nresponse = invokeurl\r\n[\r\nurl :url\r\ntype :PUT\r\nparameters:bodyMap\r\nconnection: \"alix\"\r\n];<\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gles de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn7ee05dc55144afc3c3be2f4043724ba70d151319b86c3fecac6ac2d5366735f9667741d59402a1655545133277289267?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsnf97829d277db434890850a6ff77794167abcfd7d457d4311a31c4c281c5f86e9e3501d7047833d76afec707f3381f0a9?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3>Synchroniser les fournisseurs<\/h3>\n<p>Afin de cr\u00e9er une synchronisation des fournisseurs de Zoho Books vers les fournisseurs ALIX, il est important de cr\u00e9er des fonctions personnalis\u00e9es et des workflow dans Zoho Books. Ces automatisations permettent de g\u00e9rer la synchronisation entre les applications lors de la cr\u00e9ation, modification et suppression de fournisseur.<\/p>\n<h4>Cr\u00e9ation et modification<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e.\n<ol>\n<li>Nommez la fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Fournisseurs.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre>url = \"https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/contacts\";\r\nbodyMap = Map:String();\r\nbodyMap.put('contact',vendor);\r\nresponse = invokeurl\r\n[\r\nurl :url\r\ntype :POST\r\nparameters:bodyMap\r\nconnection: \"alix\"\r\n];<\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn096b2e64a8a12a0cefcc42beda66d9f21e67f2c31b37794b68df70081b588ed723797bb351e78ae874092ff09ed10aa1?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsnd184a29175aea981c65e39dcb186fef57d8685decd096806c4a31bc1505ca1d918ca2c7fa83fbf407da8a1ff534f5364?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h4>Suppression<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e.\n<ol>\n<li>Nommez la fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Fournisseur.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre>url = \"https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/contacts\/\" + vendor.get(\"contact_id\");\r\nresponse = invokeurl\r\n[\r\nurl :url\r\ntype :DELETE\r\nconnection: \"alix\"\r\n];<\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn5eb9f7cff984139130fd47fdfb3f9dabc62513ff84edbbaf8f3abb6bee0c8f6cc5c82474bd024ec8d3d6c05ef947dc79?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn5eb9f7cff984139130fd47fdfb3f9dab50e2cceb80ff4a5e6bd3449676c85018ee86eb35af1b6b224a16f98f786985e1?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3>Synchroniser les factures fournisseurs<\/h3>\n<p>Afin qu&#8217;ALIX puisse cr\u00e9er des factures fournisseurs en brouillon dans Zoho Books, il est important de cr\u00e9er des fonctions personnalis\u00e9es et des workflows dans Zoho Books. Ces automatisations permettent de g\u00e9rer la synchronisation entre les applications lors de la cr\u00e9ation, modification et suppression de factures fournisseurs.<\/p>\n<h4>Cr\u00e9ation et modification<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e.\n<ol>\n<li>Nommez la fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Facture fournisseur.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre>url = \"<a target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/bills\";<\/a>\r\nbodyMap = Map:String();\r\nbodyMap.put('bill',bill);\r\nresponse = invokeurl\r\n[\r\nurl :url\r\ntype :PUT\r\nparameters:bodyMap\r\nconnection: \"alix\"\r\n];<\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn9684d2726a2084c42b7512e0824c8029014edc04153eeb684985b2a872d24a9af31bd3b38948f4d570f2fbe0362bf94c?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsnc539ca9b69a3b200b1394bf1a9e5b881704350da732dfccf054ec5a44cfbcbdc45e70540ea5f683177fc4ef013d4aa50?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h4>Suppression<\/h4>\n<ol>\n<li>Fonction personnalis\u00e9e :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; Actions du workflow -&gt; Fonctions personnalis\u00e9es<\/strong>.<\/li>\n<li>Cr\u00e9ez une nouvelle fonction personnalis\u00e9e.<\/li>\n<li>S\u00e9lectionnez le module Facture fournisseur.<\/li>\n<li>Copiez\/collez cette fonction :\n<pre class=\"sty__kaduv5__cls\"><span class=\"size sty__rlcwv3__cls\">url = \"<\/span><a target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"size sty__m0mod7__cls\">https:\/\/smart.alix.ai\/api\/integrations\/zoho-books\/bills\";<\/span><\/a>\r\n<span class=\"size sty__0w23oj__cls\">bill.put('exist',false);<\/span>\r\n<span class=\"size sty__l7idls__cls\">bodyMap = Map:String();<\/span>\r\n<span class=\"size sty__v9tevg__cls\">bodyMap.put('bill',bill);<\/span>\r\n<span class=\"size sty__zbmnyr__cls\">response = invokeurl<\/span>\r\n<span class=\"size sty__893zrc__cls\">[<\/span>\r\n<span class=\"size sty__lsj1va__cls\">url :url<\/span>\r\n<span class=\"size sty__entz60__cls\">type :PUT<\/span>\r\n<span class=\"size sty__h1685e__cls\">parameters:bodyMap<\/span>\r\n<span class=\"size sty__ote78f__cls\">connection: \"alix\"<\/span>\r\n<span class=\"size sty__4vsmi5__cls\">];<\/span><\/pre>\n<blockquote><p>Remplacez &#8220;alix&#8221; par le nom de la connexion.<\/p><\/blockquote>\n<\/li>\n<\/ol>\n<\/li>\n<li>Workflow :\n<ol>\n<li>Allez dans <strong>Param\u00e8tres -&gt; Automatisation -&gt; R\u00e8gle de workflow<\/strong>.<\/li>\n<li>Cr\u00e9ez un workflow.<\/li>\n<li>Entrez les informations suivantes :<br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsnc1c4912068c1730fd6fc9414da05663788ccc4a5c04299d568a8596e22d1dba2e833d13037b2ae03d81442faf0c0424b?inline=true\" alt=\"selectedImg\" \/><br \/>\n<img decoding=\"async\" src=\"https:\/\/support.alix.ai\/galleryDocuments\/edbsn32d886855077a54d5d467a00557456bb71961be7078c5a8c961110df70568df55f63e8300df177b9e0369746d618310d?inline=true\" alt=\"selectedImg\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2>Setup dans ALIX<\/h2>\n<p>Une fois le setup fait dans Zoho Books, retournez dans ALIX pour terminer la connexion.<\/p>\n<ol>\n<li>Dans les\u00a0<strong>Param\u00e8tres<\/strong>, allez dans la section\u00a0<strong>Int\u00e9gration<\/strong>.<\/li>\n<li>Cliquez sur\u00a0<strong>Connecter<\/strong>\u00a0\u00e0 c\u00f4t\u00e9 de l\u2019application\u00a0Zoho Books.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18016\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h02_00-1024x443.png\" alt=\"\" width=\"1024\" height=\"443\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h02_00-1024x443.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h02_00-300x130.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h02_00-768x332.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h02_00-1536x664.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h02_00-2048x886.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Suivez les instructions de Zoho Books.<\/li>\n<li>Une fois la connexion \u00e9tablie, cliquez sur <strong>D\u00e9tails<\/strong> \u00e0 c\u00f4t\u00e9 de l\u2019application Zoho Books.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18017\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h04_15-1024x101.png\" alt=\"\" width=\"1024\" height=\"101\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h04_15-1024x101.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h04_15-300x30.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h04_15-768x76.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h04_15-1536x151.png 1536w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h04_15.png 1829w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Cliquez sur l\u2019organisation pour qu\u2019un crochet vert apparaisse \u00e0 c\u00f4t\u00e9 des informations. Tant qu\u2019un crochet vert n\u2019apparait pas, la connexion n\u2019est pas active.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18018\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h05_19-1024x772.png\" alt=\"\" width=\"1024\" height=\"772\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h05_19-1024x772.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h05_19-300x226.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h05_19-768x579.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h05_19.png 1125w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<li>Maintenant que la connexion est \u00e9tablie, synchroniser manuellement les diff\u00e9rents modules en cliquant sur les boutons\u00a0:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-18019\" src=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h06_08-1024x746.png\" alt=\"\" width=\"1024\" height=\"746\" srcset=\"https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h06_08-1024x746.png 1024w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h06_08-300x219.png 300w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h06_08-768x560.png 768w, https:\/\/alix.ai\/documentation\/wp-content\/uploads\/2024\/09\/2025-08-06_11h06_08.png 1154w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Port\u00e9e de l\u2019int\u00e9gration L\u2019int\u00e9gration d\u2019ALIX avec Zoho Books permet la synchronisation des \u00e9l\u00e9ments suivants\u00a0: De Books vers ALIX seulement\u00a0: Devises [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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