Zoho Invoice

Overview legend

Introduction

Zoho Invoice is online invoicing software that helps you create professional invoices, send payment reminders, keep track of expenses, log your work hours, and get paid faster. Deliver the Zoho integration your customers want in no time.

Configure Zoho Invoice

Prerequisite(s)

• You need an OAuth 2.0 application registered in the Zoho API Console to enable the connector.
• Activate the Zoho Invoice integration on the Chift platform.

The Client ID and Client Secret required by the connector are not your Zoho account credentials (email/password). They are credentials generated when you register an application in the Zoho API Console.

Activation process

1. If you don’t already have one, create a Zoho account here.

2. Register an OAuth 2.0 application in the Zoho API Console to obtain a Client ID and Client Secret:

   1. Go to the Zoho API Console and click GET STARTED (or ADD CLIENT if you already have an application).
   2. Select Server-based Applications as the client type and click CREATE NOW.
   3. Fill in the required details:
      • Client Name: a name of your choice (e.g. Chift).
      • Homepage URL: https://chift.app
      • Authorized Redirect URI: https://chift.app/oauth2/redirect
   4. Click CREATE.
   5. Open the Client Secret tab of your newly created application: this is where you’ll find the Client ID and Client Secret. Copy both values.

   For more details, see Zoho’s client registration guide and the server-based applications guide.

To connect multiple consumers using the same Zoho application, open an incognito/private browser window for each new consumer connection. This ensures each consumer goes through the Zoho OAuth flow independently, without reusing an existing session.

3. In the Chift back office, open the Zoho Invoice connector and paste the Client ID and Client Secret you just retrieved, then save.

Test Zoho Invoice

To test the software integration, you can create your demo account here.

Connect Zoho Invoice

To activate a connection with Zoho Invoice, users will have to go through the following steps.

• French article: Help Center - Zoho Invoice FR
• English article: Help Center - Zoho Invoice EN

Zoho Invoice coverage

Troubleshooting

Re-triggering the connection flow

If a consumer’s connection to Zoho is broken or needs to be re-authorized, use the Update connection endpoint to trigger a new OAuth flow for that consumer. This lets the consumer reconnect without you having to delete and recreate the connection.