How to use IBM App Connect with Zoho Inventory

Zoho Inventory is cloud-based inventory management software that assists businesses in creating and managing sales and purchase orders and tracking inventory.

Availability:

App Connect Enterprise as a Service connector
Local connector in containers (Continuous Delivery release) 12.0.12.3-r1 or later

Supported product and API versions

To find out which product and API versions this connector supports, see Detailed System Requirements on the IBM Support page.

Connecting to Zoho Inventory

Complete the connection fields that you see in the App Connect Designer Catalog page or flow editor. If necessary, work with your Zoho Inventory administrator to obtain these values.

Zoho Inventory authorization types and connection fields:

BASIC OAUTH: Server URL: Select the URL for the API server that makes runtime calls.
Tip: To determine the domain you're accessing Zoho Inventory from, go to the Zoho Inventory web app and check the URL. For example, if the URL contains crm.zoho.com, then you're accessing it from the .com domain.; Token base URL: The token URL value relative to the server URL. Select a server URL to use as the base for the token URL.
Note: The domain extensions for the server URL and the token base URL must remain the same.; Organization ID: Specify your organization ID. In Zoho Inventory, your business is termed as an organization. You can obtain the organization ID from the Manage Organizations page in the admin console.; Application client ID: Specify the unique client identifier to use for authentication.; Application client secret: Specify the client secret to use for authentication.; Access token: Specify the access token that is generated from the application client ID and client secret.; Refresh token: Specify the refresh token that is generated from the application client ID and client secret.; Allow self-signed certificates: Set to true or false. Set to true if you want to be able to accept self-signed certificates that are trusted and used only in a nonproduction environment. The default is false.; Override server URL: Required if you want to connect to an endpoint in a private network by using the private network client, or if you want to override the server URL. Specify an override value for the host and port for the connector in the format <http or https>://<host_name>:<port>. If you are not using the private network client or do not require an override, leave this field blank.

OAUTH 2.0 AUTH CODE: Server URL: Select the URL for the API server that makes runtime calls.
Tip: To determine the domain you're accessing Zoho Inventory from, go to the Zoho Inventory web app and check the URL. For example, if the URL contains crm.zoho.com, then you're accessing it from the .com domain.; Token base URL: The token URL value relative to the server URL. Select a server URL to use as the base for the token URL.
Note: The domain extensions for the server URL and the token base URL must remain the same.

To obtain the connection values for Zoho Inventory, see Obtaining connection values for Zoho Inventory.

To connect to a Zoho Inventory endpoint from the App Connect Designer Catalog page for the first time, expand Zoho Inventory, then click Connect. For more information, see Managing accounts.

Tip:

Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Applications and APIs page, select the account, open its options menu (⋮), then click Rename Account.

General Considerations

Before you use App Connect Designer with Zoho Inventory, take note of the following considerations:

You can see lists of the trigger events and actions that are available on the Catalog page of the App Connect Designer
For some applications, the events and actions in the catalog depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.
If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.

Events and Actions

Zoho Inventory events

These events are for changes in this application that trigger a flow to start completing the actions in the flow.

Note: Events are not available for changes in this application. You can trigger a flow in other ways, such as at a scheduled interval or at specific dates and times.

Zoho Inventory actions

Your flow completes these actions on this application.

Object	Action	Description
Items	Create item	Creates a new item
Items	Retrieve items	Lists all the items present in Zoho Inventory
Sales orders	Create sales order	Creates a new sales order in Zoho Inventory
Sales orders	Retrieve sales orders	Lists all the available sales orders in Zoho Inventory
Contacts	Create contact	Creates a contact with the given information
Contacts	Retrieve contacts	Retrieves all contacts with pagination
Packages	Create package	Creates a new package
Contact persons	Retrieve contact persons	List all contacts with pagination
Contact persons	Create contact person	Creates a contact person for contact
Taxes	Retrieve taxes	Lists simple and compound taxes with pagination
Currencies	Retrieve currencies	Retrieves list of currencies configured
Purchase orders	Create purchase order	Creates a new purchase order in Zoho Inventory
Purchase orders	Retrieve purchase orders	Lists all the purchase orders present in Zoho Inventory
Warehouses	Retrieve warehouses	List all the available warehouses in your Zoho Inventory

Examples

Dashboard tile for a template that uses Zoho Inventory

Use templates to quickly create flows for Zoho Inventory

Learn how to use App Connect templates to quickly create flows that perform actions on Zoho Inventory. For example, open the Templates gallery, and then search for Zoho Inventory.

Learn more

Use IBM® App Connect to build flows that integrate with Zoho Inventory.

Read the blog in the IBM Community to learn how to create a package in Zoho Inventory for new Shopify orders. The blog also explains how to create a sales order in Zoho Inventory for each new Square payment. Click Read the blog to go to the blog.

Read the blog