> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antei.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Step-by-step guide to connecting your Zoho Books account to Antei securely and reliably.

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# Zoho Books – Integration Setup

This guide walks you through securely connecting your Zoho Books account to Antei. This enables automated syncing of contacts, invoices, expenses, and items for compliance monitoring and tax automation.

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## Authentication Method

Antei connects to Zoho Books using **OAuth 2.0 authorization** paired with your organization’s unique ID.

* **Type:** OAuth 2.0 (Authorization Code Flow)
* **Permissions Required:**
  * Read-only access to invoices, contacts, items, orders, and expenses
* **Org Identifier:** Antei requires your **Zoho Books Organization ID** to complete the integration
* **Security:** All tokens and OrgIDs are encrypted and scoped per workspace

> 🔐 Antei is SOC 2 compliant. All integration activity is logged and can be revoked anytime via the Zoho API Console.

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## Step-by-Step Setup

### 1. Navigate to Integrations → Zoho Books

In the Antei dashboard, open **Integrations** and click **Connect Zoho Books**.

![Connect Zoho Books Button](https://via.placeholder.com/800x200?text=Connect+Zoho+Books+Button)

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### 2. Authorize Access via Zoho

You will be redirected to Zoho’s OAuth consent screen. Approve access for read-only scopes.

![Zoho OAuth Screen](https://via.placeholder.com/800x400?text=Zoho+OAuth+Consent+Screen)

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### 3. Add Organization ID

After authorization, input your **Zoho Books Organization ID** from:

> Zoho Books → Settings → Organization Profile → Org ID

![Zoho Org ID Entry](https://via.placeholder.com/800x300?text=Enter+Zoho+Books+Organization+ID)

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### 4. Configure Sync Settings

Choose your sync configuration:

* **Jurisdiction Mapping** – assign country for the connected Zoho org
* **Historical Data Sync** – sync last 3–12 months of invoices, orders, and expenses
* **Optional Filters** – by customer tag, currency, or item type

![Zoho Sync Settings](https://via.placeholder.com/800x300?text=Zoho+Books+Sync+Settings)

> ✅ Antei only pulls necessary financial and compliance data. No write or webhook access is requested.

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## Verification & Testing

After configuration, Antei performs:

* **API Connectivity Check** – Validates access to contacts, invoices, items
* **Data Preview** – A small sync is run to confirm structure and tax mapping
* **Audit Log Entry** – Events are logged under **Settings → Logs**

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## FAQs

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**What is the Organization ID and why is it needed?**\
Zoho Books uses Org IDs to scope API requests. It’s a required identifier for accessing your account's data securely.

**Can I connect multiple Zoho Books accounts?**\
Yes. Each Zoho Books organization can be connected to a different entity inside Antei.

**Is Zoho integration read-only?**\
Yes — Antei does not write or modify any records in your Zoho Books account.

**Can I revoke access?**\
You can disconnect the integration from Antei’s dashboard or from your Zoho developer console under **Authorized Apps**.

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## Need Help?

For setup assistance, contact [tech@antei.com](mailto:tech@antei.com).\
→ View the [Zoho Books Integration Scope](/integrations/ZohoBooks/ZohoBooksData) for detailed sync information.