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How does the Okimia and Zoho Books integration work?

Okimia integrates with Zoho Books to retrieve your customer and supplier billing data, allowing you to use both tools seamlessly.

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Written by Support Okimia

The Zoho Books integration allows you to enrich your Okimia interface by pulling in your customer and supplier billing data.
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To set up the connection with Zoho Books, please follow the steps below:

  1. Click on + Add an Integration.

  2. Select Zoho Books, then click Confirm.
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  3. Log in to your Zoho Books account to generate your Zoho Books API key. (Should you have difficulty locating this, do not hesitate to contact Zoho Books support for assistance.)

  4. Return to your Okimia account, paste the API key you previously copied, then click Confirm.
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  5. Select the data you wish to import from Zoho Books, then click Synchronise Data.
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    Note: 401 corresponds to supplier invoices, and 411 corresponds to customer invoices.

  6. Once the synchronisation is complete, click View My Dashboard.
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  7. Navigate to the Due Dates tab to view all your imported invoices.
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  8. On the Dashboard, switch to the table view to assess the impact of these invoices on your Okimia cash flow forecast. The green bar indicates that invoices are present.
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Should you require any assistance, please do not hesitate to contact our support team :
​📞 01 76 50 33 88

📧 [email protected]
​📝 contact us via the chat

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