Connecting Zoho Books

Zoho Books is connected through OAuth, which means FiscoBridge securely links to your Zoho account without you needing to share credentials. Once connected, your Zoho Books invoices are automatically synced and fiscalized.

Setting Up the Connection

1. Go to Integrations → Integrations in the sidebar

2. Click Create Integration

3. On the New Integration page, select the Zoho Books card

4. An Upload Certificate dialog opens — select your PFX certificate file and enter its password, then click Upload

5. After the certificate is uploaded, the Zoho Books configuration dialog opens

6. You'll be redirected to Zoho's authorization page

7. Log in to your Zoho account (if not already logged in)

8. Select the organization you want to connect

9. Allow FiscoBridge access

10. You'll be redirected back to the Client Portal

Once authorized, the Zoho Books integration appears in your integrations list with status Active.

Webhook Setup (Optional)

For real-time invoice notifications, you can configure a webhook in your Zoho Books account. When a Zoho Books integration is active, the Integrations page shows a Zoho Books Webhook Setup panel with instructions:

1. Copy the webhook URL shown in the panel: https://api.fiscobridge.com/webhook/zoho

2. In Zoho Books, go to Settings → Automation → Workflow Rules

3. Create a new rule for the Invoice module, triggered on Create and Edit

4. Add a Webhook action with the URL above and POST method

5. Select Default payload format (JSON with all fields)

6. Enable I want to secure this webhook and enter the secret token provided by your administrator

Note: Without webhook setup, invoices are polled every 15 minutes automatically.

How It Works

• Invoices in your Zoho Books account are synced to FiscoBridge

• Each invoice is automatically signed with your fiscal certificate and reported to the tax authority

• Sync happens automatically — no manual export or import needed

Reconnecting

If the OAuth connection expires or is interrupted:

1. Go to Integrations → Integrations

2. Find your Zoho Books integration

3. Click the Reconnect button

4. Complete the Zoho authorization again

Note: Zoho OAuth tokens can expire. If your integration shows as inactive, reconnecting will restore the sync.

Removing the Integration

1. Go to Integrations → Integrations

2. Click Remove next to the Zoho Books integration

3. Confirm the removal

Previously fiscalized invoices are not affected.

Troubleshooting

Sync issues?

• Check that the integration status is Active

• Try reconnecting if the status shows as inactive

• Ensure your integration license is active and within its invoice limit

Delayed invoices?

• If you haven't set up the webhook, invoices are polled every 15 minutes

• With the webhook configured, invoices sync in near real-time

• Sync frequency also depends on your integration tier — Growth and Scale tiers offer faster processing

Next Steps

• Manage integrations — View all your connections

• Integrations Overview — Explore other supported platforms