Zoho Books

Zoho Books is online accounting software, part of the Zoho online software suite. You can use Zoho Books as a data source when landing or replicating data.

• For more information about connecting to SaaS applications, see Verbinding maken met SaaS-applicaties.

• Gegevensgateway - Gegevensverplaatsing must be installed to land or replicate data from SaaS applications. For more information, see Qlik Gegevensgateway - Gegevensverplaatsing.

Supported update methods

For more information, see Verwerken wijzigen.

Landing tasks:

• Change data capture (CDC)

• Reload and compare

Replication tasks:

• Change data capture (CDC) using Change Tables

• Full load

Landing data in a data lake tasks:

• Change data capture (CDC)

• Reload

Preparing for authentication

To access your Zoho Books data, you need to authenticate the connection with your account credentials.

Creating the connection

1. Click Authenticate when you have filled in the required connection settings.

   You may be asked to log in to the source application.

   A window is displayed with an authentication code.

2. Copy the code to the clipboard and return to the connection dialog.

3. Paste the code in Complete authentication with the code provided by the source and click Verify.

   TipYou may need to scroll down to see this field.

   When status is Verified,the authentication is verified.

4. Provide a name for the connection in Connection name.

5. Select Open connection metadata to define metadata for the connection when it has been created.