Connect Zoho Books

1. Go to api-console.zoho.com → Add Client → Self Client, click Create.
2. Copy the Client ID and Client Secret from the Client Secret tab.
3. Open the Generate Code tab. Zoho Books scopes are per-module, not a single "full access" string — in the Scope field, type or paste:
   📋 Paste this exact value:ZohoBooks.contacts.READ,ZohoBooks.invoices.READ,ZohoBooks.bills.READ,ZohoBooks.expenses.READ,ZohoBooks.customerpayments.READ
   Set an expiry, click Create, and copy the authorisation code shown — it expires in minutes, so move fast to the next step.
4. Exchange that code for a refresh token — this step is one HTTP request, not a click. We can send you a ready-made command, or just do this together on a quick call.
5. Confirm your Zoho region: check your login URL (books.zoho.com → com, books.zoho.eu → eu, books.zoho.in → in, books.zoho.com.au → com.au, books.zoho.jp → jp, books.zoho.sa → sa, books.zohocloud.ca → ca) — different codes from Zoho CRM's region field. UK-based Zoho orgs aren't currently supported by our sync — message us if that's you.

The code-exchange step is the only technical one in this whole guide — happy to just take it off your hands on the call rather than have you run a command.