Akita Integrations Directory

Customer Success Software that Integrates With Zoho Books

Zoho Books is an easy-to-use accounting software application that utilizes invoicing, expense tracking, automated banking, accounting, and reporting for businesses. Zoho Corporation, formerly AdventNet, was founded in 1996 by Sridhar Vembu. Zoho Corporation creates online business, productivity, and collaboration applications. Zoho Books, part of the Zoho Office Suite, a product created by Zoho Corporation, launched in 2011. The company is based in Pleasanton, California with offices also located in Austin, Texas, USA, and Chennai, India, Yokohama, Japan, and Beijing, China. Zoho Books features include: - Invoicing - Inventory - Billing - Banking - Time tracking The software has other features that include sales tax, online payment, multi-currency, users, a dashboard, and reports, mobile, APIs (Application Programming Interfaces), manual journals, financial reporting, and automation. Zoho Books integrates with third party applications, and provides a mobile application for the iOS, Windows, Android, both Google, and Amazon, operating systems. Zoho Books offers subscription plans on a monthly basis, for one organization with unlimited features, starting from $24. The company also offers discounts for the yearly plan. Zoho Corporation offers a free 14 day trial of Zoho Books to help companies evaluate the product.

All Integrations

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Data We Request from Your Zoho Books Account
Connection Instructions
Zoho Books + Akita — The Results
Getting Started

Zoho Books In Brief
Founded	1996
Founder(s)	Sridhar Vembu
Headquarters	Pleasanton, California, USA
Price	From $24 USD
Website	Visit

Data Retrieved

Information We Request

When you connect Zoho Books with Akita, we automatically collect information on the following:

Organization	Every 24 hours
Invoice	Every 24 hours
Transaction	Every 24 hours

Connection Instructions

How to Connect Zoho Books and Akita

Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

Click the Connect Provider button.

Connect Provider

Select Zoho Books from the list of available integrations.

Zoho Books

Fill in the form to complete the connection. For this, you will need your Organization Id from your Zoho Books account.

Organization Id

Required (ex. 10234695)

Submit

That's it – all done!

Integration Results

Your Zoho Books Customer Data in Akita

Once connected, your Akita account will begin populating with your Zoho Books data.

Bresler's Ice Cream

Invoice Created

Invoice Number A2D1234567
Amount 99
Currency USD
Date Issued 23 November 2024 @ 12:13 PM
Date Due 28 November 2024 @ 12:13 PM
Status Due

Created on 23 November 2024 @ 12:13 PM

This data will appear alongside all your other customer interactions for a 360° view.

Accounts

1762

NPS

-10

MRR

$689,420

Segment your accounts based on data from your Zoho Books account, and from your other business tools.

Renewal Zoho Books Within Within 30 Days 30 Days AND +

MRR Chargebee More Than > $1000 1K AND +

Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score

Targets 216 / 392 Achieved

Tasks 382 / 588 Achieved

Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.

Get the Ball Rolling

Want to learn how Akita can save your Customer Success team time?

We'd love to show you Akita in more detail and answer any questions you have about integrating Zoho Books with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Have questions about how Akita Integrates with Zoho Books?

We'd love to hear them! Just email us at hello@akitaapp.com.