Zoho Invoice

Zoho Invoice is an online invoicing application for creating invoices, tracking expenses, recording payments, and managing customers. This connector uses the Zoho Invoice REST API, letting Nexla read resources such as invoices, contacts, items, and payments, and write new records back into your Zoho Invoice organization.

Power end-to-end data operations for your Zoho Invoice API with Nexla. Our bi-directional Zoho Invoice connector is purpose-built for Zoho Invoice, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Zoho Invoice or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Zoho Invoice workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

• Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
• Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
• API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
• Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites

The Zoho Invoice connector authenticates with OAuth 2.0. Before creating a credential in Nexla, register a client application in the Zoho API Console to obtain a Client ID and Client Secret, and identify the Base URL for your data center.

1. Sign in to the Zoho API Console with the same Zoho account you use for Zoho Invoice.

2. Click Add Client (or Get Started on your first client), and choose the Server-based Applications client type.

3. Enter a client name, your application's homepage URL, and the authorized redirect URI supplied by Nexla, then click Create.

4. After the client is created, open its details to view the generated Client ID and Client Secret. Keep the Client Secret confidential.

5. Determine the OAuth scope your integration needs. Zoho Invoice exposes scopes such as ZohoInvoice.fullaccess.all for full access, or more granular scopes like ZohoInvoice.invoices.READ and ZohoInvoice.contacts.READ for read-only access to specific modules.

6. Identify the Base URL for your data center. Zoho Invoice is hosted across several regional data centers, each with its own API domain. Check the domain shown in your Zoho Invoice web app URL, then use the matching API base URL. For example, the US data center uses https://www.zohoapis.com/invoice/v3, the EU data center uses https://www.zohoapis.eu/invoice/v3, and the India data center uses https://www.zohoapis.in/invoice/v3.

For full details on registering a client, requesting scopes, and regional API domains, see the Zoho Invoice OAuth documentation and the Zoho Invoice API introduction.

Authenticate

Credentials required

Field	Required	Secret	Description
Authorization URL	No	No	The URL endpoint where users authenticate and authorize access
Client ID	Yes	Yes	A unique public identifier assigned to your application
Access Scope	No	No	A space-separated list of permissions your application requests
Token URL	No	No	The URL endpoint where authorization codes are exchanged for access tokens
Client Secret	No	Yes	A private key used to authenticate your application when requesting tokens
Base URL	Yes	No	API base URL for this account/organization.

Create a credential in Nexla

1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

2. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

3. Enter the Client ID and Client Secret from the client you registered in the Zoho API Console. The Authorization URL and Token URL default to the Zoho accounts endpoints and can be left as-is unless your data center requires a regional accounts domain.

4. Enter the Access Scope required for your integration (for example, ZohoInvoice.fullaccess.all) and the Base URL for your data center, such as https://www.zohoapis.com/invoice/v3.

5. Complete the OAuth authorization flow when prompted. You will be redirected to a Zoho consent page; click Accept to grant Nexla access and return to the credential overlay.

   If your Client Secret is compromised, revoke the client in the Zoho API Console and generate a new one. Treat the Client ID, Client Secret, and access tokens as sensitive information.

   For more on Zoho Invoice authentication, scopes, and regional API domains, see the Zoho Invoice OAuth documentation.

6. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Zoho Invoice connector tile, then select the credential that will be used to connect to Zoho Invoice, and click Next; or, create a new Zoho Invoice credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Zoho Invoice endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

[Rest API] List Invoices

This endpoint template retrieves a list of invoices from your Zoho Invoice organization. Use it to bring invoice records into Nexla for reporting, reconciliation, or downstream integration.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For invoice fields, filters, and response structures, see the Zoho Invoice API documentation.

[Rest API] List Recurring Invoices

This endpoint template retrieves a list of recurring invoices from your Zoho Invoice organization, including the schedule and profile details for each recurring billing arrangement.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For recurring invoice fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Contacts

This endpoint template retrieves a list of contacts from your Zoho Invoice organization. Use it to bring customer and vendor contact records into Nexla.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For contact fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Items

This endpoint template retrieves a list of items (products or services) from your Zoho Invoice organization, including names, descriptions, and rates.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For item fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Customer Payments

This endpoint template retrieves a list of customer payment records from your Zoho Invoice organization, including amounts, dates, and the invoices each payment is applied to.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For customer payment fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Credit Notes

This endpoint template retrieves a list of credit notes from your Zoho Invoice organization, including credited amounts and their associated customers.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For credit note fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Expenses

This endpoint template retrieves a list of expense records from your Zoho Invoice organization, including amounts, categories, and dates.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For expense fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Taxes

This endpoint template retrieves the list of taxes configured in your Zoho Invoice organization settings, including tax names and rates.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For tax settings fields and response structures, see the Zoho Invoice API documentation.

[Rest API] List Users

This endpoint template retrieves a list of users in your Zoho Invoice organization, including their names, email addresses, and roles.

• Results are returned as paginated JSON. Nexla automatically follows pagination to fetch subsequent pages of data.

For user fields and response structures, see the Zoho Invoice API documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration

Zoho Invoice data sources can also be manually configured to ingest data from any valid Zoho Invoice API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Zoho Invoice data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.

Use as a destination

Click the + icon on the Nexset that will be sent to the Zoho Invoice destination, and select the Send to Destination option from the menu. Select the Zoho Invoice connector from the list of available destination connectors, then select the credential that will be used to connect to Zoho Invoice, and click Next; or, create a new Zoho Invoice credential for use in this flow.

Endpoint templates

Nexla provides pre-built templates that can be used to rapidly configure destinations to send data to common Zoho Invoice endpoints. Select the endpoint to which data will be sent from the Endpoint pulldown menu. Then, click on the template in the list below to expand it, and follow the instructions to configure additional endpoint settings.

[Rest API] Create Invoice

This endpoint template creates a new invoice in your Zoho Invoice organization using records from a Nexset. Use it to automatically generate invoices from data flowing through Nexla.

• Each record is sent as JSON in the request body to create a new invoice. The request body must contain the invoice data in the format required by the Zoho Invoice API.

For required fields and request body formats, see the Zoho Invoice Create an Invoice documentation.

[Rest API] Create Contact

This endpoint template creates a new contact (customer or vendor) in your Zoho Invoice organization using records from a Nexset.

• Each record is sent as JSON in the request body to create a new contact. The request body must contain the contact data in the format required by the Zoho Invoice API.

For required fields and request body formats, see the Zoho Invoice Create a Contact documentation.

[Rest API] Create Item

This endpoint template creates a new item (product or service) in your Zoho Invoice organization using records from a Nexset.

• Each record is sent as JSON in the request body to create a new item. The request body must contain the item data in the format required by the Zoho Invoice API.

For required fields and request body formats, see the Zoho Invoice Create an Item documentation.

[Rest API] Create Expense

This endpoint template creates a new expense record in your Zoho Invoice organization using records from a Nexset.

• Each record is sent as JSON in the request body to create a new expense. The request body must contain the expense data in the format required by the Zoho Invoice API.

For required fields and request body formats, see the Zoho Invoice Create an Expense documentation.

[Rest API] Create Customer Payment

This endpoint template records a new customer payment in your Zoho Invoice organization using records from a Nexset.

• Each record is sent as JSON in the request body to record a new customer payment. The request body must contain the payment data in the format required by the Zoho Invoice API.

For required fields and request body formats, see the Zoho Invoice Create a Payment documentation.

Manual configuration

Zoho Invoice destinations can also be manually configured to send data to any valid Zoho Invoice API endpoint. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, data format, endpoint URL, request headers, attribute exclusions, record batching, and response webhooks.

Zoho Invoice APIs expect JSON in the request body for create operations. Ensure each record includes the fields required by the target endpoint.

Save & activate

Once all endpoint settings have been configured, click the Done button in the upper right corner of the screen to save and create the destination. To send the data to the configured Zoho Invoice endpoint, open the destination resource menu, and select Activate.

The Nexset data will not be sent to the Zoho Invoice endpoint until the destination is activated. Destinations can be activated immediately or at a later time, providing full control over data movement.