How to · 3 minutes

How to connect Zoho Books to Rook Dots

Mirror invoices and contacts between Rook Dots and Zoho Books.

Total time: 3 minutes·4 steps
  1. 1

    Open Connections

    From the workspace sidebar, open Connections.

  2. 2

    Find Zoho Books

    Search for Zoho Books and press Connect.

  3. 3

    Authorise

    Complete the OAuth2 flow and pick the Zoho Books organisation.

  4. 4

    Sync

    Invoices and contacts mirror both ways. A dedicated sub dashboard appears inside the workspace.

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