Zoho Books

ExpandedToggleIcon        Connection Dialog

For connecting to Zoho Books, Devart Excel Add-ins requires you to have corresponding Zoho account credentials.

 

To connect to Zoho Books, first you need to specify the following parameters:

1.Data Center - select the data center your data is located in. The list of available data centers includes:
US
Europe
China
India
Australia
Japan
UK
Canada
2.Organization ID - your unique Organization ID for connecting to Zoho Books.
3.Refresh Token - renewable access token. Sign in with Zoho Books, the token will be assigned automatically.

In addition to the required options, Advanced connection options may be set for more fine connection tuning.

 

ExpandedToggleIcon        Advanced Connection Options

The following table describes the options that you can include in the Connection String using the Advanced Connection Editor dialog box:

 

Option

Description

Connection Timeout

The length of time (in seconds) to wait for a connection to the server before terminating the attempt and generating an error. The default value is 15.

Default Command Timeout

The time in seconds to wait while trying to execute a command before terminating the attempt and generating an error.

Data Center

Zoho Books data center location. The possible values are:

U.S.
Europe
China
India
Australia
Japan
UK
Canada

Failover Retries

The number of retry attempts to automatically re-run a command before displaying an error message in case when the command failed because of an error that may be temporary.

Local SQL Engine

Determines whether to use local SQL engine for SELECT queries, that are too complex to translate them directly to Zoho Books API calls or to show an error message.

Max Pool Size

The maximum number of connections allowed in the pool. Setting the Max Pool Size value in the connection string can affect performance. The default value is 100.

Min Pool Size

The minimum number of connections allowed in the pool. The default value is 0.

OrganizationID

Your unique Organization ID for connecting to Zoho Books.

Persist Security Info

Indicates if security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.

Pooling

If true, by default, the connection is drawn from the appropriate pool or is created and added to the appropriate pool.

Proxy Host

The host name or IP address of proxy server.

Proxy Password

The password for the proxy server account.

Proxy Port

The port number of the proxy server. The default value is 3128.

Proxy User

The proxy server account name.

Readonly

Indicates whether the connection is read-only (allows only SELECT statements).

Refresh Token

Zoho Books OAuth refresh token, used for connecting via API v2.

UTC Dates

If set to True, dates will be converted to UTC format during import, and the date values entered in Excel are considered UTC dates when saving them to the data source.