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How does the Okimia and Zoho Invoice integration work?

Okimia integrates with Zoho Invoice to retrieve your supplier invoices, allowing you to use both tools seamlessly.

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Written by Support Okimia

To set up the connection with Zoho Invoice, please follow the steps below:

  1. In your Okimia account, click on the avatar icon in the top-right corner, then select Integrations.
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  2. Click on + Add an Integration.
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  3. Select ZohoInvoice, then click Confirm.
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  4. Log in to your Zoho Invoice account to generate your Zoho Invoice API key. (Should you have difficulty locating this, do not hesitate to contact Zoho Invoice support for assistance.)

  5. Return to your Okimia account, paste the API key you previously copied, then click Confirm.

  6. Select the data you wish to import from Zoho Invoice, then click Synchronise Data.
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    Note: 401 corresponds to supplier invoices.

  7. Once the synchronisation is complete, click View My Dashboard.

  8. Navigate to the Due Dates tab to view all your imported invoices.

  9. 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.

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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