Zoho Books connector

Set up the Zoho Books connector in Kaivo: authentication, configuration, the 16 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated About 2 hours ago

Kaivo is a fully managed data platform that syncs your Zoho Books 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 Books connector

Sync your Zoho Books accounting data into BigQuery with Kaivo to analyse invoices, expenses, and the ledger in one place.

CategoryFinance & Payments
StatusGenerally available
AuthenticationAPI key
SetupSelf-service

Getting started with the Zoho Books connector

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

Authenticating Zoho Books

Authenticate with your Zoho Books credentials. You provide:

FieldDescription
OAuth Client Secret

The Client Secret of your Zoho Books developer application.

OAuth Refresh Token

The refresh token obtained after completing the OAuth authorization flow.

Prerequisites

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

  1. 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.
  2. Generate a grant token for the ZohoBooks.fullaccess.all scope, then exchange it for a Refresh Token (see Zoho Books OAuth docs). Use the accounts URL for your account's region, 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 Books connector

When you set up the connector, you provide:

FieldDescription
Region

The region where your Zoho Books account is hosted.

OAuth Client ID

The Client ID of your Zoho Books developer application.

Start Date

Any data before this date will not be fetched.

Tables and columns synced from Zoho Books

Kaivo syncs 16 tables from Zoho Books into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

How the Zoho Books sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where Zoho Books 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 Books?

It depends on how much history is in your Zoho Books 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 Books'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 Books, 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.

How do I handle GDPR or data deletion requests?

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 Books 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 Books connector in Kaivo and all of its synced data is deleted with it.

Common use cases for Zoho Books data

Revenue reporting

Use invoices and customer_payments to track billed and collected revenue over time.

Accounts payable

Join bills with purchase_orders to monitor what you owe.

Cash flow

Use banking and journals to track money in and out.

Use Zoho Books data in your AI and BI tools

Once Zoho Books 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 Books 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 Books connector pricing and plan details.