Integrating with Zoho Books

Prerequisites

Zoho Books Setup Create a User

Prerequisites

To connect Zoho Books to Drivetrain, you need:

• An active Zoho Books account

• Admin privileges on Zoho Books

• Admin privileges in Drivetrain

Zoho Books Setup

Drivetrain can connect with Zoho Books using a dedicated admin user account. Follow these steps to create a user and assign a role to them.

Create a User

1. Log into your ZohoBooks account

2. Go to Settings > Users & Roles.

3. Click the Invite User in the top right corner of the page.

4. Enter the following details:

   1. Email address (will be provided by your customer success manager)

   2. Name - Drivetrain User

   3. Role - Admin

1. Click Save

That’s it! Inform your customer success manager so that they can get started!