Zoho Expense connector

Set up the Zoho Expense connector in Kaivo: authentication, configuration, the 9 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated 16 days ago

Kaivo is a fully managed data platform that syncs your Zoho Expense data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your payment and finance data instead of moving it.

What is the Zoho Expense connector

Sync your Zoho Expense data into BigQuery with Kaivo to analyse expenses, trips, reimbursements, and spend by project or cost centre.

Category	Finance & Payments
Authentication	API key
Setup	Self-service

Getting started with the Zoho Expense connector

Sign up for Kaivo and create a workspace.
Connect your Zoho Expense account.
Choose which tables to sync.
Wait for the initial sync to finish.
Query your data in BigQuery or your favourite AI or BI tool.

Authenticating Zoho Expense

Authenticate with your Zoho Expense credentials. You provide:

Field	Description
OAuth Client Secret	The Client Secret of your Zoho developer application.
OAuth Refresh Token	The refresh token obtained after completing the OAuth authorization flow.

Prerequisites

Zoho Expense only supports OAuth, so you need your own Zoho developer application:

Go to the Zoho API Console, create a Self Client (the simplest option for a data sync), and note your Client ID and Client Secret.
Generate a grant token for the ZohoExpense.fullaccess.all scope, then exchange it for a Refresh Token (see Zoho OAuth docs). Use the accounts URL for your account's data center, e.g. accounts.zoho.com (US) or accounts.zoho.eu (EU).

Then enter those values below.

Need help, or want an easier way to connect? Reach our team via the chat in the bottom-right corner.

Configuring the Zoho Expense connector

When you set up the connector, you provide:

Field	Description
Data Center	The region where your Zoho Expense account is hosted.
OAuth Client ID	The Client ID of your Zoho developer application.

Tables and columns synced from Zoho Expense

Kaivo syncs 9 tables from Zoho Expense into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

currencies (13 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`currency_code`	`STRING`
`currency_format`	`STRING`
`currency_id`	`STRING`
`currency_name`	`STRING`
`currency_name_formatted`	`STRING`
`currency_symbol`	`STRING`
`effective_date`	`STRING`
`exchange_rate`	`FLOAT64`
`is_base_currency`	`BOOL`
`price_precision`	`FLOAT64`
`rcy_configured_count`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

customers (43 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`ach_supported`	`BOOL`
`company_name`	`STRING`
`contact_id`	`STRING`
`contact_name`	`STRING`
`contact_type`	`STRING`
`contact_type_formatted`	`STRING`
`created_time`	`STRING`
`created_time_formatted`	`STRING`
`currency_code`	`STRING`
`currency_id`	`STRING`
`customer_name`	`STRING`
`customer_sub_type`	`STRING`
`email`	`STRING`
`facebook`	`STRING`
`first_name`	`STRING`
`has_attachment`	`BOOL`
`is_linked_with_zohocrm`	`BOOL`
`language_code`	`STRING`
`language_code_formatted`	`STRING`
`last_modified_time`	`STRING`
`last_modified_time_formatted`	`STRING`
`last_name`	`STRING`
`mobile`	`STRING`
`outstanding_payable_amount`	`FLOAT64`
`outstanding_payable_amount_bcy`	`FLOAT64`
`outstanding_receivable_amount`	`FLOAT64`
`outstanding_receivable_amount_bcy`	`FLOAT64`
`payment_terms`	`FLOAT64`
`payment_terms_label`	`STRING`
`phone`	`STRING`
`portal_status`	`STRING`
`primary_contact_id`	`STRING`
`source`	`STRING`
`status`	`STRING`
`twitter`	`STRING`
`unused_credits_payable_amount`	`FLOAT64`
`unused_credits_payable_amount_bcy`	`FLOAT64`
`unused_credits_receivable_amount`	`FLOAT64`
`unused_credits_receivable_amount_bcy`	`FLOAT64`
`vendor_name`	`STRING`
`website`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: customers__custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

expense_categories (36 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`attachment_file_name`	`STRING`
`can_delete`	`BOOL`
`can_override_settings`	`BOOL`
`can_show`	`BOOL`
`category_hint`	`STRING`
`category_icon`	`STRING`
`category_id`	`STRING`
`category_name`	`STRING`
`category_name_with_gl_code`	`STRING`
`category_type`	`STRING`
`child_count`	`STRING`
`depth`	`FLOAT64`
`expense_type_id`	`STRING`
`expense_type_name`	`STRING`
`flat_amount`	`FLOAT64`
`gl_code`	`STRING`
`is_child_present`	`BOOL`
`is_custom`	`BOOL`
`is_description_required`	`BOOL`
`is_disabled_master`	`BOOL`
`is_enabled`	`BOOL`
`is_maximum_amount_required`	`BOOL`
`is_mileage`	`BOOL`
`is_perdiem_account`	`BOOL`
`is_receipt_required`	`BOOL`
`is_super_parent`	`BOOL`
`maximum_allowed_amount`	`FLOAT64`
`page_layout_id`	`STRING`
`page_layout_name`	`STRING`
`parent_account_id`	`STRING`
`parent_account_name`	`STRING`
`receipt_required_amount`	`FLOAT64`
`status`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

expense_reports (107 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`accounting_app_name`	`STRING`
`accounting_reference_id`	`STRING`
`accounting_sync_time`	`STRING`
`amount_policy_violation_count`	`FLOAT64`
`amount_to_be_reimbursed`	`FLOAT64`
`approved_date`	`STRING`
`approver_email`	`STRING`
`approver_employee_no`	`STRING`
`approver_id`	`STRING`
`approver_name`	`STRING`
`approver_photo_url`	`STRING`
`approver_zuid`	`STRING`
`audit_status`	`STRING`
`can_push_to_accounting_app`	`BOOL`
`claim_type_id`	`STRING`
`claim_type_name`	`STRING`
`comments_count`	`FLOAT64`
`created_by_id`	`STRING`
`created_by_name`	`STRING`
`created_by_zuid`	`STRING`
`created_date`	`STRING`
`created_time`	`STRING`
`creator_employee_no`	`STRING`
`creator_photo_url`	`STRING`
`currency_code`	`STRING`
`currency_id`	`STRING`
`custom_policy_violation_count`	`FLOAT64`
`customer_id`	`STRING`
`customer_name`	`STRING`
`department_id`	`STRING`
`department_name`	`STRING`
`description_policy_violation_count`	`FLOAT64`
`due_date`	`STRING`
`due_days`	`STRING`
`employee_number`	`STRING`
`end_date`	`STRING`
`expense_count`	`FLOAT64`
`imprest_account_id`	`STRING`
`imprest_account_name`	`STRING`
`is_ach_reimbursement`	`BOOL`
`is_archived`	`BOOL`
`is_international_trip`	`STRING`
`is_shared_report`	`BOOL`
`last_modified_date`	`STRING`
`last_modified_time`	`STRING`
`last_submitted_date`	`STRING`
`non_reimbursable_total`	`FLOAT64`
`payrun_name`	`STRING`
`policy_display_name`	`STRING`
`policy_id`	`STRING`
`policy_name`	`STRING`
`policy_violated`	`BOOL`
`project_id`	`STRING`
`project_name`	`STRING`
`rcy_currency_code`	`STRING`
`rcy_currency_id`	`STRING`
`rcy_currency_symbol`	`STRING`
`rcy_exchange_rate`	`FLOAT64`
`rcy_non_reimbursable_total`	`FLOAT64`
`rcy_price_precision`	`FLOAT64`
`rcy_reimbursable_total`	`FLOAT64`
`rcy_total`	`FLOAT64`
`receipt_policy_violation_count`	`FLOAT64`
`reimbursable_total`	`FLOAT64`
`reimbursement_date`	`STRING`
`report_id`	`STRING`
`report_name`	`STRING`
`report_number`	`STRING`
`start_date`	`STRING`
`status`	`STRING`
`sub_status`	`STRING`
`submitted_by`	`STRING`
`submitted_date`	`STRING`
`submitted_to_email`	`STRING`
`submitted_to_employee_no`	`STRING`
`submitted_to_id`	`STRING`
`submitted_to_name`	`STRING`
`submitted_to_zuid`	`STRING`
`submitter_email`	`STRING`
`submitter_employee_no`	`STRING`
`submitter_name`	`STRING`
`submitter_photo_url`	`STRING`
`submitter_zuid`	`STRING`
`total`	`FLOAT64`
`total_policy_violation_count`	`FLOAT64`
`trip_budget_amount`	`FLOAT64`
`trip_budget_amount_currency_code`	`STRING`
`trip_budget_amount_currency_id`	`STRING`
`trip_departure`	`STRING`
`trip_destination_city`	`STRING`
`trip_destination_country`	`STRING`
`trip_end_date`	`STRING`
`trip_id`	`STRING`
`trip_name`	`STRING`
`trip_number`	`STRING`
`trip_start_date`	`STRING`
`trip_status`	`STRING`
`uncategorized_expense_count`	`FLOAT64`
`user_email`	`STRING`
`user_id`	`STRING`
`user_name`	`STRING`
`user_photo_url`	`STRING`
`zcrm_potential_id`	`STRING`
`zcrm_potential_name`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: expense_reports__custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: expense_reports__user_custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

organizations (76 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`version`	`STRING`
`account_created_date`	`STRING`
`account_created_date_formatted`	`STRING`
`can_change_timezone`	`BOOL`
`can_sign_invoice`	`BOOL`
`contact_name`	`STRING`
`country`	`STRING`
`country_code`	`STRING`
`currency_code`	`STRING`
`currency_format`	`STRING`
`currency_id`	`STRING`
`currency_symbol`	`STRING`
`custom_field_type`	`FLOAT64`
`digital_signature_mode`	`STRING`
`email`	`STRING`
`field_separator`	`STRING`
`fiscal_year_start_month`	`FLOAT64`
`is_org_active`	`BOOL`
`is_org_not_supported`	`BOOL`
`is_advance_approval_enabled`	`BOOL`
`is_auto_scan_allowed`	`BOOL`
`is_default_org`	`BOOL`
`is_designated_zone`	`BOOL`
`is_dsign_required`	`BOOL`
`is_export_with_payment_enabled`	`BOOL`
`is_free_zone`	`BOOL`
`is_gst_india_version`	`BOOL`
`is_hsn_or_sac_enabled`	`BOOL`
`is_international_trade_enabled`	`BOOL`
`is_invoice_pmt_tds_allowed`	`BOOL`
`is_org_active`	`BOOL`
`is_quick_setup_completed`	`BOOL`
`is_registered_for_composite_scheme`	`BOOL`
`is_registered_for_gst`	`BOOL`
`is_registered_for_tax`	`BOOL`
`is_sales_inclusive_tax_enabled`	`BOOL`
`is_sales_reverse_charge_enabled`	`BOOL`
`is_search360_enabled`	`STRING`
`is_sku_enabled`	`BOOL`
`is_solo_org`	`BOOL`
`is_tax_registered`	`BOOL`
`is_trial_expired`	`BOOL`
`is_trial_period_extended`	`BOOL`
`is_trip_enabled`	`BOOL`
`is_user_dsign_mandatory`	`BOOL`
`is_ziedition`	`BOOL`
`is_zpayroll_grid`	`BOOL`
`language_code`	`STRING`
`mode`	`STRING`
`name`	`STRING`
`org_action`	`STRING`
`org_created_app_source`	`FLOAT64`
`org_settings`	`BOOL`
`org_type`	`STRING`
`organization_id`	`STRING`
`partners_domain`	`STRING`
`phone`	`STRING`
`plan_name`	`STRING`
`plan_period`	`STRING`
`plan_type`	`FLOAT64`
`price_precision`	`FLOAT64`
`sales_tax_type`	`STRING`
`source`	`FLOAT64`
`state`	`STRING`
`state_code`	`STRING`
`tax_group_enabled`	`BOOL`
`time_zone`	`STRING`
`time_zone_formatted`	`STRING`
`user_status`	`FLOAT64`
`user_status_formatted`	`STRING`
`version_formatted`	`STRING`
`zi_zb_client`	`FLOAT64`
`zi_zb_edition`	`FLOAT64`
`zoho_one_org`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organizations__app_list

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organizations__custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`index`	`FLOAT64`
`label`	`STRING`
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: organizations__org_joined_app_list

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

projects (11 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`code`	`FLOAT64`
`message`	`STRING`
`page_context__applied_filter`	`STRING`
`page_context__has_more_page`	`BOOL`
`page_context__page`	`FLOAT64`
`page_context__per_page`	`FLOAT64`
`page_context__report_name`	`STRING`
`page_context__sort_column`	`STRING`
`page_context__sort_order`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: projects__page_context__custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: projects__projects

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

taxes (18 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`accounting_app_name`	`STRING`
`accounting_reference_id`	`STRING`
`diff_rate_reason`	`STRING`
`end_date`	`STRING`
`is_editable`	`BOOL`
`is_inactive`	`BOOL`
`is_value_added`	`FLOAT64`
`last_modified_time`	`STRING`
`output_tax_account_name`	`STRING`
`start_date`	`STRING`
`status`	`STRING`
`tax_account_id`	`STRING`
`tax_id`	`STRING`
`tax_name`	`STRING`
`tax_percentage`	`FLOAT64`
`tax_type`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

trips (74 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`approved_date`	`STRING`
`approver_email`	`STRING`
`approver_employee_no`	`STRING`
`approver_id`	`STRING`
`approver_name`	`STRING`
`approver_photo_url`	`STRING`
`approver_zuid`	`STRING`
`bcy_budget_amount`	`FLOAT64`
`budget_amount`	`FLOAT64`
`business_purpose`	`STRING`
`can_other_travelers_associate_report`	`BOOL`
`created_by_email`	`STRING`
`created_by_id`	`STRING`
`created_by_name`	`STRING`
`created_date`	`STRING`
`created_time`	`STRING`
`creator_employee_no`	`STRING`
`creator_photo_url`	`STRING`
`currency_code`	`STRING`
`currency_id`	`STRING`
`customer_id`	`STRING`
`customer_name`	`STRING`
`department_id`	`STRING`
`department_name`	`STRING`
`departure`	`STRING`
`destination_city`	`STRING`
`destination_country`	`STRING`
`destination_state`	`STRING`
`employee_number`	`STRING`
`end_date`	`STRING`
`exchange_rate`	`FLOAT64`
`from_source`	`STRING`
`is_archived`	`BOOL`
`is_billable`	`BOOL`
`is_international`	`BOOL`
`is_round_trip`	`BOOL`
`is_visa_required`	`BOOL`
`last_modified_time`	`STRING`
`last_submitted_date`	`STRING`
`meal_preference`	`STRING`
`notes`	`STRING`
`policy_display_name`	`STRING`
`policy_id`	`STRING`
`policy_name`	`STRING`
`price_precision`	`FLOAT64`
`project_id`	`STRING`
`project_name`	`STRING`
`reports_count`	`FLOAT64`
`seat_preference`	`STRING`
`start_date`	`STRING`
`status`	`STRING`
`sub_status`	`STRING`
`submitted_by`	`FLOAT64`
`submitted_date`	`STRING`
`submitted_to_department_name`	`STRING`
`submitted_to_email`	`STRING`
`submitted_to_employee_no`	`STRING`
`submitted_to_id`	`STRING`
`submitted_to_name`	`STRING`
`submitter_department_name`	`STRING`
`submitter_email`	`STRING`
`submitter_employee_no`	`STRING`
`submitter_name`	`STRING`
`submitter_photo_url`	`STRING`
`submitter_zuid`	`STRING`
`trip_id`	`STRING`
`trip_name`	`STRING`
`trip_number`	`STRING`
`user_email`	`STRING`
`user_id`	`STRING`
`user_name`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: trips__booking_summary

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: trips__custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: trips__user_custom_fields

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`JSON`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

users (46 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`accounting_app_name`	`STRING`
`accounting_reference_id`	`STRING`
`accounting_vendor_reference_id`	`STRING`
`approval_amount_limit`	`FLOAT64`
`approver_photo_url`	`STRING`
`approves_to_email`	`STRING`
`approves_to_id`	`STRING`
`approves_to_name`	`STRING`
`bank_name`	`STRING`
`can_approve`	`BOOL`
`created_time`	`STRING`
`default_approver_email`	`STRING`
`default_approver_id`	`STRING`
`default_approver_name`	`STRING`
`department_id`	`STRING`
`department_name`	`STRING`
`display_name`	`STRING`
`email`	`STRING`
`employee_number`	`STRING`
`getthere_access`	`STRING`
`getthere_profile_created`	`BOOL`
`hr_url`	`STRING`
`invitation_type`	`STRING`
`is_current_user`	`BOOL`
`is_from_crm`	`BOOL`
`is_from_zoho_people`	`BOOL`
`is_super_admin`	`BOOL`
`last_four_digits`	`STRING`
`last_modified_time`	`STRING`
`mobile`	`STRING`
`name`	`STRING`
`photo_url`	`STRING`
`policy_id`	`STRING`
`policy_name`	`STRING`
`role_id`	`STRING`
`status`	`STRING`
`submission_amount_limit`	`FLOAT64`
`travel_policy_display_name`	`STRING`
`travel_policy_id`	`STRING`
`travel_policy_name`	`STRING`
`user_id`	`STRING`
`user_mail_in_id`	`STRING`
`user_role`	`STRING`
`user_type`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

How the Zoho Expense sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Zoho Expense supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for Zoho Expense?

It depends on how much history is in your Zoho Expense account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when Zoho Expense's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in Zoho Expense, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in Zoho Expense instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the Zoho Expense connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Zoho Expense data

Spend analysis

Use expense_reports and expense_categories to track spend by category over time.

Travel view

Join trips with expense_reports to analyse travel spend.

Project context

Use projects and customers to attribute expenses to work.

Use Zoho Expense data in your AI and BI tools

Once Zoho Expense data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with Zoho Expense data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for Zoho Expense connector pricing and plan details.

Chargebee: Sync Chargebee to BigQuery.
ChartMogul: Sync ChartMogul to BigQuery.
Fennoa: Sync Fennoa to BigQuery.
Fortnox: Sync Fortnox to BigQuery.
FreshBooks: Sync FreshBooks to BigQuery.
PayPal Enterprise Payments: Sync PayPal Enterprise Payments to BigQuery.

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