Form view of 'API Integration', fill the required details, and click on the "Authorize" button.

After that, the Zoho connector authorization screen will appear. Enable the access boolean and click on the “Accept” button.

Here, you can see that the stage has changed to "Authorized", and the log history is also visible.

You can sync the salesperson data from the "Salesperson/User" tab by clicking on the "Sync Salesperson" button.

Here, you can see the synced data of the Salesperson/User.

Click on "Salesperson" under the Queue menu.

Tree view of the "Queue".

Select any one line and click on "Import From Queue" from the "Actions".

In the API Console, add client details

In the API Console, add client secret details

Form view of 'API Integration', fill the required details, and click on the "Authorize" button.

After that, the Zoho connector authorization screen will appear. Enable the access boolean and click on the “Accept” button.

Here, you can see that the stage has changed to "Authorized", and the log history is also visible.

Add the item details (Item Export Based On: When Create Item) under the "Product/Item" tab.

Create a Product.

When you create a product, it is automatically added to Zoho Books.

Click on "Contact" under the Queue menu.

Create contacts.

In the form view of API Integration, add the contact details (Export Based On: When Create Customer) under the "Customer/Contact" tab.

Create a new Customer.

Here, you can see the newly created customer.

Add the contact details (Export Based On: When Approve Create Customer) under the "Customer/Contact" tab.

Create a Customer.

Go to the "Contact Approval" menu.

In the "Contact Approval" tree view, click on the "Approve" button.

After approving the newly created customer, the customer is added to Zoho Books.

You can sync the tax from the "Tax" tab by clicking on the "Sync Tax" button.

Tree view of the "Queue".

In the form view, you can see the tax name and amount.

In the form view of API Integration, add the order details (Export Based On: When Confirm Order) under the "Order" tab.

Create a Quotation and Confirm it.

Here, you can view the Zoho Order ID and Number under the "Zoho Books" tab.

After confirming the sales order, it is added to Zoho Books.

In the form view of API Integration, add the order details (Export Based On: When Create Order) under the "Order" tab.

Create an quotation/SO.

Here, you can view the Zoho Order ID and Number under the "Zoho Books" tab.

When you create a new quotation/SO, it is added to Zoho Books.

Go to Zoho Integration form view -> Estimate/Quotation tab and set Export base on when create order.

Create a Quotation/SO in Odoo.

Trigger manual import of estimates from Zoho Books.

Detailed log history showing successful import of estimates.

Estimate synchronization queue containing records to import into Odoo.

View the Zoho Estimate ID and Number mapped on the quotation in Odoo.

The synchronized estimate successfully created and visible in Zoho Books.

Go to Zoho Integration form view -> Purchase Order tab and set Export base on when confirm order.

Create a Purchase Order in Odoo and Confirm it to initiate synchronization.
View the synced Zoho Purchase Order ID mapped under the Zoho Books tab in Odoo.

The synchronized purchase order successfully created and visible in Zoho Books.

Trigger manual import of purchase orders from Zoho Books.

Purchase order synchronization queue containing records to import into Odoo.

Purchase order import queue listing the retrieved records.

Detailed logs confirming the successful import and creation of purchase orders in Odoo.

The importes purchase order successfully created and visible in odoo.

Go to Zoho Integration form view -> Invoice tab and set Export base on when Post Invoice.

Create a Customer Invoice in Odoo. Post the customer invoice in Odoo to initiate synchronization.
View the mapped Zoho Invoice ID under Odoo's Zoho Books tab.

The customer invoice successfully created and visible in Zoho Books.

Trigger manual import of invoices from Zoho Books to Odoo.

Detailed logs confirming the successful import and creation of invoice in Odoo and Processed invoice import queue records showing synchronization status.

Go to Zoho Integration form view -> Bill tab and set Export base on when Post Bill.

Trigger manual import of bills from Zoho Books to Odoo.

Detailed logs confirming the successful import and creation of bills in Odoo.

Bills synchronization queue containing records to import into Odoo.

Import vendor bills from Zoho Books to Odoo queue and process them into bills.

Import vendor bills from Zoho Books to Odoo.

Navigate to Customer Payment Tab and configure customer payment export settings and enable Is Apply Payment Sequence Option for customer payments.

Trigger manual import of customer payments from Zoho Books to Odoo.

Detailed logs and status showing successful customer payment sync.

View the synced customer payment details and Zoho Payment ID in Odoo.

The synchronized customer payment successfully created and visible in Zoho Books.

Navigate to Vendor Payment Tab and trigger manual import of vendor payments from Zoho Books to Odoo.

Detailed logs and status showing successful vendor payment sync.

Vendor payment synchronization queue containing pending import items.

Import vendor payment from Zoho Books to Odoo queue and process them into payments.

The imported vendor payment successfully posted and visible in Odoo.

Configure vendor payment export settings.

Create a vendor payment in Odoo. View the mapped Zoho Payment ID under Odoo's Zoho Books tab.

The synchronized vendor payment successfully posted and visible in Zoho Books.

Navigate to Credit Note tab and Configure customer credit note export settings.

Create a credit note / refund invoice in Odoo. Confirm the customer credit note to trigger export to Zoho Books.
View the synced Zoho Credit Note ID and details in Odoo's Zoho Books tab.

Trigger manual import of customer credit notes from Zoho Books.

Detailed logs and status showing successful customer credit note sync.

Customer credit note synchronization queue containing pending import items.

Import customer credit note from Zoho Books to Odoo queue and process them into credit note.

The imported customer credit note successfully posted and visible in Odoo.

Navigate to Vendor Credit tab and Configure vendor credit note (refund) export settings.

Create a vendor credit note in Odoo with vendor and refund amount details. View the mapped Zoho vendor credit note refence under Odoo's Zoho Books tab.

The synchronized vendor credit successfully posted and visible in Zoho Books.

Trigger manual import of vendor credit note (refund) from Zoho Books.

Detailed logs and status showing No vendor credit found to sync.

Configure vendor synchronization preferences under the Vendor Sync tab.

Create a new contact and mark them as a vendor in Odoo.

View the synced vendor details and Zoho Contact ID under the Zoho Books tab in Odoo.

The synchronized vendor contact successfully created and visible in Zoho Books.

Configure automated and manual import preferences for vendor contacts.

Trigger manual import of vendors from Zoho Books using the Sync Vendor action.

Vendor synchronization queue containing records retrieved from Zoho Books.

Detailed list of queue lines indicating the status of each vendor sync job.

Process queue records manually from the Action menu to import vendor contacts into Odoo.

View the list of successfully synchronized vendor contacts in Odoo.

Navigate to Location tab and click on Sync Location button.

Detailed logs and status showing successful location sync.

Verify successfully synchronized locations and warehouses in the Odoo location list view.

Configure pricelist synchronization settings under the Pricelist Sync tab.

Create or select a pricelist in Odoo to initiate synchronization with Zoho Books.

View the synced Zoho Pricelist ID and status details in the Odoo pricelist form.

The synchronized pricelist successfully created and visible in Zoho Books.

Configure Zoho Webhooks by copying the Webhook URL from Odoo and setting up webhook triggers in Zoho Books for real-time automatic synchronization.

Configure Chart of Accounts (COA) synchronization preferences and account group mappings.

Create or select a general ledger account in Odoo.

Export accounts from Odoo to Zoho Books and view the synced account details.

Import Chart of Accounts from Zoho Books using the Sync Accounts action.

View the list of successfully synchronized accounts mapped with their Zoho Account ID in Odoo.

Configure document attachment sync settings under the Attachment Sync tab.

Add or upload files / documents to records in Odoo.

View synced attachment details and IDs mapped to Odoo records.

The synchronized attachments successfully uploaded and displayed in Zoho Books.

Trigger manual import of attachments from Zoho Books.

Attachment sync logs and history showing details of synchronized files.

Configure expense synchronization settings and account mappings under the Expense Sync tab.

Create an expense record in Odoo with payment details and expense categories.

Confirm or submit the expense to trigger export to Zoho Books.

View the synced Zoho Expense ID under the Zoho Books tab in Odoo.

The synchronized expense successfully created and visible in Zoho Books.