Integrations

In this section you can learn about different integrations Zoho Books offers and how these integrations can be used for your business.

Online Payments

Zoho Books is integrated with major online payment gateways to help you receive payments for your invoices online. This ensures faster and hassle free receipt of payments and further automates your cash flow and its book keeping.


Click on a payment gateway to find out how you can use it along with Zoho Books.


PayPal

To setup PayPal as your preferred gateway for receiving payments, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Paypal logo. Enter the following information and click Save.

Setting up PayPal

When you setup this integration, your email address will be shared with Paypal.


Razorpay

Razorpay is an Indian Payment Gateway that accepts and validates online payments via Credit Card, Debit Card and Net banking.

To set up Razorpay for receiving payments,

To set up this payment gateway you must have a registered account in Razorpay. If you’re new to Razorpay, click here to setup a Razorpay account.

Setting up Razorpay

When you setup this integration, your Merchant ID, Key ID and API Key will be shared with Razorpay.


2Checkout

2Checkout enables businesses to accept mobile and online payments from buyers worldwide. It is ideal for businesses that sell products internationally.

To configure 2Checkout:

2CO Account #: Enter your 2CO Account number provided to you. Ensure that you configure your 2Checkout account by logging in to the 2CO control panel.

Secret Word: Enter the Secret word (Password) here.

Bank Account: Enter the Bank Account where money received should reflect.

Setting up 2Checkout

When you setup the integration, your 2CO Account# and Secret Word will be shared with 2Checkout.

If you haven’t created a 2Checkout merchant account yet, sign up now.

Tip - Countries supported by 2Checkout: Supports all countries except North Korea, Iran, Sudan, Syria, Cuba and Myanmar (Burma).


Card Verification Settings

Initially card address was made mandatory in Zoho Books. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. But now you are given that option to decide on whether the card address needs to be shown or not.

Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.

Kindly follow the steps below to make card address related changes:

Adding Users

Adding Users


Zoho Service Communication (ZSC) Key

Zoho provides numerous world class apps in addition to Zoho Books, such as Zoho CRM, Zoho Invoice, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Books or Zoho Invoice account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps.

Adding Users


When cards are used for payment, the payer’s card information will be encrypted and passed to the payement gateway. After the payment is processed and confirmed, the last 4 digits of the card along with the month and year of expiry are stored in the payment details section of Zoho Books.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest