Mulesoft Zoho Books Connector Introduction The purpose of Zoho Books Connector is to enable Zoho Books APIrsquos to be integration ready with any application using Mule ESB Platform

Audience Should have knowledge in Anypoint Studio (Eclipse based Integrated Development Environment) for Mule applications and want to integrate Zoho Books using Mule applications

Prerequisites The connector is designed to work with Zoho Books and therefore this document assumes you are familiar with Zoho Books API operations

Dependencies Zoho Books account Mule Enterprise runtime of Anypoint Studio

Compatibility Matrix ApplicationService Version

Mule Runtime 36 and higher

Zoho Books Connector 100

Installation Steps Step1 In Anypoint studio navigate to Help rarr Install New Software

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Step2 In a ldquowork withrdquo pull down menu select Anypoint Connector update site

Step3 Expand Certified and navigate to Zoho Books connector Alternatively type as Zoho in the filter field Select Zoho Books connector and press next then proceed with installation screenflow accept the license agreement and complete the installation Generating Authentication token from Zoho Books Step1 Login into to httpswwwzohocom Step2 Select Books module

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Step3 To generate Authentication Token Step4 In response we will get Auth Token

Authentication Token Generation completed Step5 Getting Organization-Id for Zoho Books To get an Organization_ID send a request to the organizations GET API The Organization_Id from the response JSON can be used to send as a query parameter to the API Parameters to be passed Auth token Method Type Get httpsbookszohocomapiv3organizationsauthtoken=[AUTHTOKEN]

Copy paste this URL on browser address bar and pass the Auth token as parameter as we generated above

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Step6 We get the response as below which contains organization-id

Connector Configuration We recommend to generate a new flow with global name if not exist already Open global flow and click on Global Elements after navigate to create button and click on

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Global configuration pop-up window appears and in filter tab type Zoho to get Zoho connector configuration

Select Zoho Books configuration then click on OK button which leads to Zoho Books configuration window

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Zoho Books already provides base Uri by default and specify Auth token (Authentication token) Organization Id which is mandatory field generated from Zoho Books module After specifying details click on Test Connection button to check your details Connector Operations The Zoho Books connector is an operation based connector ie when you add the connector to your flow you need to configure a specific operation the connector is intended to perform The connector supports the following operations Lists of APIs in Zoho Books Module Name Contacts

Estimates

Invoices

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Recurring Invoices

Credit Notes

Expense

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Users

Items

Sales Orders

Operations Description

Create a sales order Create a sales order for your customer

Update a sales order Update an existing sales order To delete a line item just remove it from the line_items list

List sales orders List all sales orders

Get a sales order Get the details of a sales order

Delete a sales order

Delete an existing sales order Invoiced sales order cannot be deleted

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Journals

Operations Description

Create a journal Create a journal

Update a journal Updates the journal with given information

Get journal Get the details of the journal

Get journal list Get journal list

Delete a journal Deletes the given journal

Chart of Accounts

Operations Description

Create an account Creates an account with the given account type

Update an account Updates the account information

Get an account Gets the details of an account

List chart of accounts List all chart of accounts along with pagination

Delete an account Deletes the given account Accounts associated in any transactionproducts could not be deleted

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Bills

Operations Description

Create a bill Create a bill received from your vendor

Update a bill Update a bill To delete a line item just remove it from the line_items list

List bills List all bills with pagination

Get a bill Get the details of a bill

Delete a bill Delete an existing bill Bills which have payments applied cannot be deleted

Recurring-Expenses

Operations Description

Create a recurring expense Create a recurring expense

Update a recurring expense Update a recurring expense

List recurring expenses List all the Expenses with pagination

Get a recurring expense Get the details of the recurring expense

Delete a recurring expense Deleting an existing recurring expense

Configuring create operation

This is the sample example will create a User in the Zoho Books

Drag the Zoho Books connector onto the flow and select it to open the Mule Properties Configure the connector properties

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Select your operation in Basic Settings tab

Fields Descriptions Defaults

Display name Enter a unique label for the connector in your application

Zoho Books

Connector Configuration Select the global Zoho Books connector element that you just created

Operation Select Create

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Once select Create operation Then Module And Module-Operation and Entity as shown below

Once you choosed the Module and Module-Operation then the Entity is going to be shown Choose in Entity Create object Manually then it is going to be show like

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Fill all the mandatory input fields in the above Attributes field table Connector Features Authentication Encrypted alphanumeric string to authenticate your Zoho credentials Pagination Connector supports all fetch call with pagination with page per_page applied_filter References Zoho Books API documentation httpswwwzohocombooksapiv3 Installing Connectors

httpsdocsmulesoftcommule-user-guidev37installing-connectors

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