Integrate Zoho Books with Zoho Analytics

Zoho Analytics is business intelligence and reporting software that lets you create visually appealing and insightful reports. Though the Reports module in Zoho Books contains a multitude of reports, each business has different needs and it might require them to generate custom reports. Which is exactly why Zoho Books integrates with Zoho Analytics.

Benefits of the Integration

This integration makes your data from Zoho Books available in Zoho Analytics, with which, you can create custom reports or choose from Zoho Analytics’ 75+ financial reports. Reports and dashboards that you create in Zoho Analytics can also be embedded in your own website or application. The integration can prove extremely useful if you want to create reports from multiple sources or even multiple organizations from Zoho Books itself.

Note: When you set up the integration, Zoho Analytics will provide you with a free 15-day trial. However, once the trial ends, you will no longer be able to use Zoho Analytics and will have to upgrade to one of their plans that suit your needs.

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Set up the Integration

Prerequisite: You must be an admin to set up this integration.

To set up the integration:

Go to Settings on the top right corner of the page.
Select Zoho Apps under Integrations.
On the Zoho Apps page, click Connect next to Zoho Analytics.

Read about the integration on the next screen and then click Configure.

Your data from Zoho Books will be made available in Zoho Analytics via a one-way sync. You can choose the modules whose data will be synced and also configure how often this data is synced with Zoho Analytics.

Select the Modules and Fields that need to be synced.

Configure a Schedule to sync data with Zoho Analytics.

Click Save and Sync.

Pro Tip: You can reconfigure the schedule and the modules that get synced even after integrating, by going to Settings > Integrations > Zoho Apps > Zoho Analytics > Show Details and then clicking Edit Settings.

Now, your integration has been setup and your data will start getting synced with Zoho Analytics. The initial sync may take a while to complete, however, you can continue to use Zoho Books and you’ll be notified by email as soon as your data has been synced.

Access the Workspace in Zoho Analytics

When you set up the integration, a workspace will be created in Zoho Analytics. This workspace is where you can create reports and dashboards with data from Zoho Books. To access Zoho Analytics:

Go to the Reports module and click Try Advanced Reporting.

(or)

Go to Settings > Integrations > Zoho Apps > Zoho Analytics
Click the Show Details button in the integrations page.

Click Access Zoho Analytics.

You can also go directly to Zoho Analytics and view Zoho Books’ Analytics. Apart from accessing pre-defined reports, you can also create custom reports and view them in different formats such as Charts, Pivot Tables, Summaries, Widgets, Dashboards, etc,.

Also, make sure to read Zoho Analytics’ integration specific help resources, which goes into detail about using the integration from their side.

Add Users to the Workspace

It’s important to note that only the admin who set up the integration will be able to access this workspace. If other users (including other admins), want to access this workspace, the admin who set up this integration must add them as users in the workspace. To do this:

Go to Settings on the top right corner of the page.
Select Zoho Apps under Integrations.
On the Zoho Apps page, select Show Details next to Zoho Analytics.
Click Access Zoho Analytics.
Go to the workplace’s Settings from the left side bar of Zoho Analytics.

Navigate to the Users tab and click Add New Users.

Enter the email address of the user and click Add.

Now, the users that you’ve added will be able to access the workspace in Zoho Analytics. You can learn more about user roles in Zoho Analytics by checking out their help resources.

Delete the Integration

If you’d like to stop using the integration completely, you can delete it. Here’s how:

Go to Settings on the top right corner of the page.
Select Zoho Apps under Integrations.
On the Zoho Apps page, select Show Details next to Zoho Analytics.
Click Delete Integration.
Confirm your action by clicking Delete in the pop-up that follows.

Now, the integration will be deleted and your data from Zoho Books will no longer be available in Zoho Analytics, including any data that was synced to Zoho Analytics before deleting the integration.

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