Zoho Books and SharePoint integration

Q: What data sources are available for Zoho Books?

Zoho Books connector provides the following 0 data sources:

Q: Who is the SharePoint integration for?

adenin’s SharePoint integration is a popular choice for Finance & Accounting teams at small to large organizations. The data sources that are built into Zoho Books are incredibly simple to integrate into SharePoint and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho Books and then loads your data into an Adaptive Card layout that, in turn, will be embedded into SharePoint.

Q: Do I have to be a developer to use the SharePoint integration with Zoho Books?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho Books is just one of many examples. As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho Books integration, which you can set up yourself in just a few, completely code-free, steps (see instructions). Then with the built-in Card designer we automatically generate a layout from your Zoho Books data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us - just reach out to one of the team. Lastly, there will be the SharePoint integration which is self-explanatory to install. Just check the installation instructions section for more details.

Q: How does adenin ensure my Zoho Books data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho Books data and in turn authorize us to share this data with SharePoint. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Integrate Zoho Books with SharePoint and give your business a productivity boost. This super-smart integration uses adenin technology to create efficient workflows. It's all about bringing Zoho Books data right into your SharePoint environment. Enjoy instant access to your business data without switching apps.

This is a developer-friendly integration, which means it's easy to setup and get started with. Plus, it's perfect for Microsoft 365 users. You get to embed Zoho Books data into SharePoint, creating a handy Web part that's always available.

Features:

Web part : Embed Zoho Books data into SharePoint, creating a handy UI component that's always there when you need it.
Search: Discover data from Zoho Books directly from SharePoint. No need to navigate away.
Microsoft 365 integration: Fully compatible with Microsoft 365, this integration is perfect for businesses already invested in the Microsoft ecosystem.

Benefits:

Productivity: No more app-switching. All the data you need is right in front of you.
Efficiency: Improve your workflow with instant access to Zoho Books data from SharePoint.
Developer-friendly: Easy to set-up and use. Perfect for developers and non-developers alike.
Integration: Seamlessly integrates with Microsoft 365.

Seize the day with adenin! Our goal is to make your work-life less frustrating. Start your free account and experience the power of integrated data.

About adenin’s SharePoint channel

Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more

Alternative intranet to SharePoint

Microsoft Teams

Viva Connections

Frequently asked questions about SharePoint Zoho Books integration (FAQ)

What data sources are available for Zoho Books?

Zoho Books provides the following 0 data sources:

Is the SharePoint integration free?

Yes, SharePoint is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as SharePoint are free, the use of adenin (including using data from Zoho Books) incurs usage charges according to your plan. See the pricing page for details →

Who is the SharePoint integration for?

adenin’s SharePoint connector is a popular choice for Finance & Accounting teams at small to large organizations. The data sources that are built into Zoho Books (see above) are incredibly simple to integrate into SharePoint and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho Books and then loads your data into an Adaptive Card layout that, in turn, will be embedded into SharePoint.

Do I have to be a developer to use the SharePoint integration with Zoho Books?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho Books is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho Books integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Zoho Books data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the SharePoint integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Zoho Books data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho Books data and in turn authorize us to share this data with SharePoint. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Zoho Books integration for SharePoint

With adenin you can easily integrate any business app into SharePoint

1. Add Zoho Books to adenin
2. Integrate adenin into SharePoint

Click the Add button below
Add Zoho Books to adenin
Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho Books integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho Books account and more attributes (if they are required).
At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho Books API.
Zoho Books
Your Card will now appear on your adenin dashboard.
Modify or embed your Zoho Books Adaptive Card from the ··· button in the top right-hand corner of your card:
Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.
By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho Books works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s SharePoint integration to your SharePoint account.

How to add an Adaptive Card as a SharePoint WebPart

Add the Card maker web part to a SharePoint page
Then open the configuration panel and click on Generate a Card Share URL. This will open a blank Adaptive Card in the Designer.
Simply design your Card by dragging-and-dropping in elements and connect it to your 3rd party app by clicking Connect to data source. Click on the Share button once you're ready to embed the Adaptive Card into SharePoint.
Then just copy the URL across to your web part and your Adaptive Card will start to appear instantly on your SharePoint page