Zoho Books

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.

Key Features

• Comprehensive Delta load mechanism.
• Real-time access to Zoho Books.
• Comprehensive full support of ANSI Sql to query data with ease.
• Collaborative query processing.

Prerequisites

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;"

 

Key	Value	Field
Connection Name	Enter your connection details	Required
OrganizationId	Your OrganizationId	Required
OAuthClientId	my_clientId	Required
OAuthClientSecret	my_clientSecret	Required
CallbackUrl	your_callback_url	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

Hurray! Now you have successfully connected with the Lyftron Zoho Books connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.

Data Model

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.

Tables

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

Views are tables that cannot be modified. Typically, read-only data are shown as views.

Name	Type	Description
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.