Zoho Books
Pipeline Concepts
Before setting up the Pipeline, learn about Pipeline concepts here
Step by Step Guide
STEP-1: Configure Connection
To learn about Connection, refer here
Log into Sprinkle application
Navigate to Ingest -> Connections Tab -> New Connection ->
Select Zoho Books
Provide all the mandatory details
Name: Name to identify this connection
Advance Settings: Refer here
Connect to Zoho
Test Connection
Create
STEP-2: Configure Pipeline
To learn about Pipeline, refer here
Navigate to Ingest -> Pipeline Tab -> Add ->
Select Zoho Books
Provide the name -> Create
Connection Tab:
From the drop-down, select the name of connection created in STEP-2
Update
STEP-3: Create Dataset
Datasets Tab: To learn about Dataset, refer here. Add Dataset for each report/dataset that you want to integrate, providing following details
Report Type (Required) : Type of report
Bank Accounts
Bank Accounts Rules
Bank Transactions
Base Currency Adjustment
Base Currency Adjustment Accounts
Bills
Chart Of Accounts
Chart Of Accounts Transactions
Contacts
Credit Notes
Credit Notes Templates
Currencies
Current User
Customer Payments
Employees
Estimates
Estimates Templates
Expenses
Journals
Invoices
Invoices Templates
Items
Opening Balance
Projects
Purchase Orders
Purchase Orders Templates
Recurring Bills
Recurring_Expenses
Recurring Invoices
Retainer Invoices
Retainer Invoices Templates
SalesOrder
SalesOrders Templates
Taxes
Tax Authorities
Tax Exemptions
Timer
Time Entries
Users
Vendor Credits
Vendor Credits Refunds
Vendor Payments
Flatten Level(Required) : Select One Level or Multi Level. In one level, flattening will not be applied on complex type. They will be stored as string. In multi level, flattening will be applied in complex level till they become simple type.
Destination Schema (Required) : Data warehouse schema where the table will be ingested into
Destination Table name (Required) : It is the table name to be created on the warehouse. If not given, sprinkle will create like ds_<Pipelinename>_<tablename>
Destination Create Table Clause: Provide additional clauses to warehouse-create table queries such as clustering, partitioning, and more, useful for optimizing DML statements. Learn more on how to use this field.
Create
STEP-4: Run and schedule Ingestion
In the Ingestion Jobs tab:
Trigger the Job, using Run button
To schedule, enable Auto-Run. Change the frequency if needed
Advanced Connection Setting
API Read Timeout (In seconds) : Maximum time of inactivity between two data packets when waiting for the server's response. The default value is 30 seconds.
API Connection Timeout (In seconds) : Time period within which a connection between a client and a server must be established.
Retry Limit : Number of retries allowed when an API call fails. For example if an API call fails and retry limit is 5 then it will check 5 times for that API call and if it succeeded then it will stop checking.
Retry Sleep Time (In milliseconds) : Given time, after which retry should happen in case an API call fails.
Version : It gives information about the version of Zoho Books API being used.
Domain : Select from dropdown ( .in, .com, .eu, .com.au )
Dataset Fields
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