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Zoho Books connector

Back to the connector overview, authentication methods, and actions.
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25 Sept 2026
bug-fixUnified IAM roles now come from Zoho Books’ own role list, including custom roles, and each user shows the role they actually hold. Role ids change from names like “admin” to Zoho Books role ids, so update any stored role ids. Looking up an unknown role now returns not found. Connecting with a wrong Organization ID now fails the connection test instead of connecting.
zohobooks_auth_test, zohobooks_unified_get_me, zohobooks_unified_get_organization, zohobooks_unified_get_role, zohobooks_unified_get_user, zohobooks_unified_list_organizations, zohobooks_unified_list_roles, zohobooks_unified_list_users
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18 Sept 2026
data-sync bug-fixAdded Data Sync support to 25 list actions, with incremental (last modified) syncing on 17 of them. Added a last_modified_time filter to 15 list actions, and page/per_page pagination to taxes, currencies, users, vendor payments, and project tasks. Fixed List Unified Users failing with a 500 whenever results spanned more than one page.
zohobooks_list_bank_accounts, zohobooks_list_bank_transactions, zohobooks_list_bills, zohobooks_list_chart_of_accounts, zohobooks_list_contacts, zohobooks_list_credit_notes, zohobooks_list_currencies, zohobooks_list_customer_payments, zohobooks_list_debit_notes, zohobooks_list_estimates, zohobooks_list_expenses, zohobooks_list_invoices, zohobooks_list_items, zohobooks_list_journals, zohobooks_list_organizations, zohobooks_list_projects, zohobooks_list_purchase_orders, zohobooks_list_recurring_invoices, zohobooks_list_sales_orders, zohobooks_list_tasks, zohobooks_list_taxes, zohobooks_list_users, zohobooks_list_vendor_payments, zohobooks_unified_list_organizations, zohobooks_unified_list_roles, zohobooks_unified_list_users
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2 Sept 2026
bug-fixStandardized action category capitalization for more consistent portal filters.
zohobooks_auth_test, zohobooks_unified_get_me, zohobooks_unified_get_organization, zohobooks_unified_get_role, zohobooks_unified_get_user, zohobooks_unified_list_organizations, zohobooks_unified_list_roles, zohobooks_unified_list_users
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20 Aug 2026
new-actionsAdded unified IAM actions for managing users, organizations, roles, and credentials.