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
In the Zoho Books app, you can now access Online Payments as a separate section directly under Settings.
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. To set up a payment gateway, click the Gear icon on the top right and select Online Payments. You’ll find the list of payment gateways that Zoho Books supports.
Click on a payment gateway to find out how you can use it along with Zoho Books.
Payflow Pro
Note: The PayPal Payflow Pro integration has been deprecated and is only available for existing users.
To set up Payflow Pro, click on the Gear icon on the top right hand side corner of the screen. Go to Online Payments and click the Set up Now button adjacent to Payflow Pro logo. Enter the following information and click Save.
When you register for Payflow Pro, you will receive an email with information like your Partner ID and Vendor name. Please keep that email at hand while filling the details for Payflow Pro.
Then enter the following information and click Save.
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Currency: The currency you set up in your Payflow Pro account. Payflow currently supports transaction in 10 leading currencies.
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Partner: The partner ID as mentioned in your Payflow Pro account.
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Vendor: Your vendor name as mentioned in your Payflow Pro account.
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User: Enter your Payflow Pro username.
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Password: Enter your Payflow Pro password.
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Bank Account: Enter the Bank Account where money received should reflect.
When you setup this integration, the fields mentioned above will be shared with Payflow Pro.
Prerequisites for using with Auto-charge in Zoho Books
In order to use PayFlow Pro for Auto-charge, you need to enable Reference transactions in their merchant account.
- Login to your PayPal account.
- Navigate to Account Administrator.
- Navigate to Manage Security -> Transaction Settings and enable Allow reference transactions.
Configuring Auto-charge Settings
Tip - Countries supported by Payflow Pro: United States, Canada, Australia, and New Zealand.
Transaction charges
The online transaction fees will depend upon the charges specified by Payflow Pro.
2Checkout
To configure 2Checkout, click on the Gear icon on the top right hand side corner of the screen. Go to Online Payments and click the Set up Now button adjacent to 2Checkout logo. Enter the following information and click Save.
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2CO Account No: Enter your 2CO Account no provided to you. Ensure that you configure your 2Checkout account by logging in to the 2CO control panel. Read the details on how to configure by clicking on Know more on the right side of the screen.
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Secret Word: Enter the Secret word (Password) here.
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Bank Account: Enter the Bank Account where money received should reflect.
If you haven’t created a 2Checkout merchant account yet, click here to sign up now.
When you setup the integration, your 2CO Account# and Secret Word will be shared with 2Checkout.
Tip - Countries supported by 2Checkout: Supports all countries except North Korea, Iran, Sudan, Syria, Cuba, Myanmar (Burma).
Transaction charges
The online transaction fees will depend upon the charges specified by 2Checkout.
Braintree
To configure BrainTree, click on the Gear icon on the top right hand side corner of the screen. Go to Online Payments and click the Set up Now button adjacent to Braintree logo. Enter the following information and click Save.
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Merchant ID: Provide you Merchant ID here. Login to your BrainTree gateway account and find this detail in the API Keys section. You will also find the required following Key credentials
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Public Key: Enter the Public Key here.
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Private Key: Enter the Private Key here.
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Currency: Select the currency in use in your BrainTree account. BrainTree currently supports transaction in 8 leading currencies.
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Client Side Encryption Key: You will need to paste your Client side Encryption Key here. To find this, log into your BrainTree account and click on API Key section provided on the right pane.
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Bank Account: Enter the Bank Account where money received should reflect.
When you setup this integration, the fields mentioned above will be shared with Braintree.
Tip - Countries supported by Braintree: Works for United States, Canada, Europe, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.
Transaction charges
The online transaction fees will depend upon the charges specified by Braintree.
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.
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Navigate to Settings > Integrations and select Zoho Books ZSC Key, to get the key or to generate a new one.
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Click on the Regenerate ZSC Key link provided on this page, to generate a new ZSC key.
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.
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