Zoho Expense

Zoho Expense provides online travel and expense management, part of the Zoho online software suite. You can use Zoho Expense 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

• Change data capture (CDC)

  Landing or replication starts with a full load. The data is then kept up-to-date using incremental loading based on date fields.

• Reload and compare

  This extracts the entire data set from the source and reloads it to your target. You can schedule periodic reloads to keep the data up-to-date.

For more information, see Verwerken wijzigen.

Preparing for authentication

To access your Zoho Expense data, you need to create a client to authenticate the connection with your account credentials.

1. Sign in to https://api-console.zoho.com/.

2. Click Add Client and select Server-based Applications.

3. Add a name for the client in Client Name.

4. Set Homepage URL to the URL of your Qlik Cloud tenant.

5. Set Authorized Redirect URIs to https://connector.qlik.com/auth/oauth/v3.htm .

6. Copy the client ID and client secret that are generated, to use in the connection settings.

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.