Akita Integrations Directory

Customer Success Software that Integrates With Zoho Books

Zoho Books is an easy-to-use accounting software application that utilizes invoicing, expense tracking, automated banking, accounting, and reporting for businesses. Zoho Corporation, formerly AdventNet, was founded in 1996 by Sridhar Vembu. Zoho Corporation creates online business, productivity, and collaboration applications. Zoho Books, part of the Zoho Office Suite, a product created by Zoho Corporation, launched in 2011. The company is based in Pleasanton, California with offices also located in Austin, Texas, USA, and Chennai, India, Yokohama, Japan, and Beijing, China.

Zoho Books features include:

  • Invoicing
  • Inventory
  • Billing
  • Banking
  • Time tracking

The software has other features that include sales tax, online payment, multi-currency, users, a dashboard, and reports, mobile, APIs (Application Programming Interfaces), manual journals, financial reporting, and automation. Zoho Books integrates with third party applications, and provides a mobile application for the iOS, Windows, Android, both Google, and Amazon, operating systems.

Zoho Books offers subscription plans on a monthly basis, for one organization with unlimited features, starting from $24. The company also offers discounts for the yearly plan. Zoho Corporation offers a free 14 day trial of Zoho Books to help companies evaluate the product.

Zoho Books
Zoho Books In Brief
Founded 1996
Founder(s) Sridhar Vembu
Headquarters Pleasanton, California, USA
Price From $24 USD
Website Visit 
Data Retrieved

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
Connection Instructions

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.

Connect Provider

  • Select Zoho Books from the list of available integrations.
Zoho Books

Zoho Books

  • Fill in the form to complete the connection. For this, you will need your Organization Id from your Zoho Books account.
Organization Id
Required (ex. 10234695)

  • That’s it – all done!
Integration Results

Your Zoho Books Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Zoho Books data.
Bresler’s Ice Cream

Invoice Created

  • 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
Zoho Books
Created on 16 January 2023 @ 06:44 AM
  • 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.
Renewal Zoho Books Within Within 30 Days 30 Days AND +
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.


$72,900 MRR

CSM Insight Score
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

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    Have questions about how Akita Integrates with Zoho Books?

    We'd love to hear them! Just email us at hello@akitaapp.com.