> For the complete documentation index, see [llms.txt](https://integrations.drivetrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-zoho-books.md).

# Integrating with Zoho Books

Sync Zoho Books accounting data with Drivetrain to keep actuals current in your models. Covers authorization and organization settings setup.

[Prerequisites](#prerequisites)

[Zoho Books Setup](#zoho-books-setup)\
[Create a User](#create-a-user)

### Prerequisites <a href="#prerequisites" id="prerequisites"></a>

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 <a href="#zoho-books-setup" id="zoho-books-setup"></a>

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 <a href="#create-a-user" id="create-a-user"></a>

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

<figure><img src="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2Fgit-blob-c6bb46dda655eea44f40744606ef32d950fc0289%2FZB-1.avif?alt=media" alt=""><figcaption></figcaption></figure>

4. Click **Save**

{% hint style="info" %}
That’s it! Inform your customer success manager so that they can get started!
{% endhint %}


---

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