Information We Request
When you connect Zoho Books with Akita, we automatically collect information on the following:
|Organization||Every 24 hours|
|Invoice||Every 24 hours|
|Transaction||Every 24 hours|
How to Connect Zoho Books and Akita
- Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
- Click the Connect Provider button.
- Select Zoho Books from the list of available integrations.
- Fill in the form to complete the connection. For this, you will need your Organization Id from your Zoho Books account.
- That’s it – all done!
Your Zoho Books Customer Data in Akita
- Once connected, your Akita account will begin populating with your Zoho Books data.
- Invoice Number A2D1234567
- Amount 99
- Currency USD
- Date Issued 16 January 2023 @ 06:44 AM
- Date Due 21 January 2023 @ 06:44 AM
- Status Due
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Zoho Books account, and from your other business tools.
128 Accounts Matched. Save as Segment
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
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