Zoho Books Integration

Zoho Books Integration

STEP1

 Steps to Access and Set Up API Keys in Fiscal Harmony

• Log in to the client’s Fiscal Harmony account using the link below:
  https://app.fiscalharmony.co.zw/

STEP 2 

Get the API Keys

Navigate to the appropriate API keys. section to retrieve the API keys.

• Open a new tab and go to:
  https://plugins.fiscalharmony.com
• Log in using your credentials.
• Navigate to USERS > ADD USERS.

Fill in the required user details:

• Name

• Surname

• Email

• Role

• Plugin (ZOHOO BOOKS)

Click CREATE USER to save the new user setup.

• Client will receive and email and set a password 
• Advice client to click "save new password"
• Log in the client's PLUGINS portal 

STEP 2

Connecting Zoho Books to Fiscal harmony

• Click "Zoho Books ".

• A Zoho Books  authorization window will appear:

  • Log in to the relevant Zoho Books account.

  • Grant full access to Fiscal Harmony when prompted.

STEP 3 

Navigate to Automation

Create an Invoice web-hook, follow the steps and guidelines through this link 

Zoho Books Invoice webhook

STEP 4

Navigate to Automation

Create an credit note web-hook , follow the steps and guidelines through this link

Zohoo Books Credit Note web-hook

STEP 5 

Navigate to Automation

Create an Invoice workflow, follow the steps and guidelines through this link 

Zohoo Books Invoice Workflow

STEP 6

Navigate to Automation

Create an credit note workflow, follow the steps and guidelines through this link

Zohoo Books Credit Note Workflow

THE END