The Lyftron Provider for Zoho Books offers the most natural way to access Zoho Books data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Zoho Books data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Zoho Books data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
- Comprehensive Delta load mechanism.
- Real-time access to Zoho Books.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
The user must have credentials for Zoho Books,Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your Zoho Books connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Zoho Books for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Zoho Books connection with Lyftron."OAuthClientId=MyOAuthClientId;OAuthClientSecret=myOAuthClientSecret;CallbackURL=https://localhost:33333;OrganizationId=MyOrganizationId;"
|Connection Name||Enter your connection details||Required|
|Logfile**||Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx||Optional|
|Verbosity**||Choose verbosity 1-5 based on the severity of debugging||Optional|
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
The Lyftron Provider for Zoho Books models entities in the Zoho Books API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.
The Lyftron Provider for Zoho Books models Item Listings in tables so that they can be easily queried, updated, and deleted. You can list items on your Zoho Books store by calling the AddItem stored procedure.
Views are tables that cannot be modified. Typically, read-only data are shown as views.
|BankAccounts||Views||Retrieves list of all bank and credit card accounts for your organization.|
|BankMatchingTransactions||Views||Retrieves the list of transactions which includes invoices/bills/credit-notes.|
|BankRuleCriterions||Views||Get criterions of a specific bank rule.|
|BankRules||Views||Fetch all the rules or a specific rule created for a specified bank or credit card account ID.|
|BankTransactionLineItems||Views||Get details of bank transaction line items.|
|BankTransactions||Views||Get all the transaction details involved in an account.|
|BaseCurrencyAdjustmentAccounts||Views||Retrieves lists of base currency adjustment accounts.|
|BaseCurrencyAdjustments||Views||Retrieves list of base currency adjustment.|
|BillDetails||Views||Get the details of a bill.|
|BillLineItems||Views||Get the details of a line items of bills.|
|BillPayments||Views||Get the list of payments made for a bill.|
|Bills||Views||Retrieves list of bills.|
|ChartOfAccountInlineTransactions||Views||Retrieves the list of inline transactions.|
|ChartOfAccounts||Views||Retrieves list of all chart of accounts.|
|ChartOfAccountTransactions||Views||Retrieves list of all involved transactions for the given account.|
|ContactAddresses||Views||Get addresses of a contact including its Shipping Address, Billing Address.|
|ContactDetails||Views||Get details of a contact.|
|Contacts||Views||Retrieves list of all contacts.|
|CreditNoteDetails||Views||Retrieves details of an existing Credit Note.|
|CreditNoteInvoices||Views||Retrieves details of invoices from an existing Credit Note.|
|CreditNoteLineItems||Views||Retrieves details of line items from existing Credit Notes.|
|CreditNotes||Views||Retrieves list of all the Credit Notes.|
|Currencies||Views||Get list of currencies configured. Also, get the details of a currency.|
|CurrencyExchangeRates||Views||Retrieves list of exchange rates configured for the currency.|
|CustomerContacts||Views||Retrieves list of all contact persons. Also, get the contact person details.|
|CustomerPaymentDetails||Views||Retrieves details of an existing payment.|
|CustomerPayments||Views||Retrieves list of all the payments made by your customer.|
|Employees||Views||Retrieves list of employees. Also, get the details of an employee.|
|EstimateApprovers||Views||Get the details of approvers for estimates.|
|EstimateDetails||Views||Get the details of an estimate.|
|EstimateLineItems||Views||Get the details of line items for estimates.|
|Estimates||Views||Retrieves list of all estimates.|
|ExpenseDetails||Views||Get the details of an Expense.|
|Expenses||Views||Retrieves list of all the Expenses.|
|InvoiceAppliedCredits||Views||Retrieves list of credits applied for an invoice.|
|InvoiceDetails||Views||Get the details of an invoice.|
|InvoiceLineItems||Views||Get the details of line items from invoices.|
|InvoicePayments||Views||Get the list of payments made for an invoice.|
|Invoices||Views||Retrieves list of all invoices.|
|ItemDetails||Views||Retrieves details of an existing item.|
|Items||Views||Retrieves list of all active items.|
|JournalLineItems||Views||Retrieves list of line items of a journal.|
|Journals||Views||Retrieves list of journals.|
|OpeningBalanceAccounts||Views||Retrieves list of accounts of opening balance.|
|OpeningBalances||Views||Get details of opening balance.|
|OpeningBalanceTransactionSummaries||Views||Get transaction summaries of opening balance.|
|Organizations||Views||Retrieves list of organizations.|
|ProjectInvoices||Views||Retrieves list of invoices created for a project.|
|Projects||Views||Retrieves list of projects.|
|ProjectUsers||Views||Retrieves list of users associated with a project. Also, get details of a user in project.|
|PurchaseOrderDetails||Views||Get the details of a purchase order.|
|PurchaseOrderLineItems||Views||Get the details of line items of purchase orders.|
|PurchaseOrders||Views||Retrieves list of all purchase orders.|
|RecurringExpenseDetails||Views||Get the details of a recurring expense.|
|RecurringExpenses||Views||Retrieves list of all the Expenses.|
|RecurringInvoiceDetails||Views||Get the details of a recurring invoice.|
|RecurringInvoiceLineItems||Views||Get the details of line items of a recurring invoice.|
|RecurringInvoices||Views||Retrieves list of all recurring invoices.|
|RecurringSubExpense||Views||Retrieves list of child expenses created from recurring expense.|
|RetainerInvoiceDetails||Views||Get the details of a retainer invoice.|
|RetainerInvoiceLineItems||Views||Retrieves detail of line items of retainer invoices.|
|RetainerInvoicePayments||Views||Get the list of payments made for a retainer invoices.|
|RetainerInvoices||Views||Retrieves list of all retainer invoices.|
|SalesOrderDetails||Views||Get the details of a sales order.|
|SalesOrderLineItems||Views||Retrieves list of line items of a sales order.|
|SalesOrders||Views||Retrieves list of all sales orders.|
|Tasks||Views||Retrieves list of tasks added to a project. Also, get the details of a task.|
|Taxes||Views||Retrieves list of simple and compound taxes. Also, get the details of a simple or compound tax.|
|TimeEntries||Views||Retrieves list of all time entries.|
|Users||Views||Retrieves list of all users in the organization. Also, get the details of a user.|
|VendorCreditBills||Views||Retrieves list of bills to which the vendor credit is applied.|
|VendorCreditDetails||Views||Get details of a vendor credit.|
|VendorCreditLineItems||Views||Retrieves list of line items from vendor credits.|
|VendorCredits||Views||Retrieves list of vendor credits.|
|VendorPaymentDetails||Views||Get details of a Vendor Payment.|
|VendorPayments||Views||Retrieves list of all the payments made to your vendor.|