Goal
Connect Zoho Books to Debitura so you can import unpaid invoices and create collection cases without manual data entry.
Prerequisites
An active Debitura client account. If you are new, see Getting started with Debitura.
A Zoho Books account with access to the organization you want to connect.
Permission to authorize third-party applications in your Zoho account.
Steps
Step 1: Open the Integrations page
Log in to the Debitura client portal at app.debitura.com.
Go to Integrations.
Select Zoho Books from the list of available integrations.
Click Connect to begin the OAuth authorization flow.
Step 2: Authorize Debitura in Zoho
You will be redirected to the Zoho login page. Sign in with your Zoho account credentials.
If you have multiple Zoho Books organizations, Debitura automatically connects to the first one associated with your account.
Review the permissions Debitura is requesting and click Accept to grant access.
You will be redirected back to Debitura. Confirm the integration is now marked as active.
Step 3: Review imported invoices
Once connected, Debitura fetches unpaid invoices from your Zoho Books organization.
Go to Bulk Import (Integration).
The list displays your unpaid invoices pulled from Zoho Books. Review each invoice to confirm the data is correct.
Check that customer name, amount, and due date match your records.
Step 4: Create collection cases
Select the invoices suitable for debt collection. Invoices must meet case eligibility requirements.
Click Create Cases to convert the selected invoices into collection cases.
The system validates required data (debtor details, address, amount) before creating each case.
View your new cases in the Cases list.
What data is imported
The integration maps the following fields from Zoho Books to Debitura:
Zoho Books field | Debitura field |
Invoice number | Creditor reference |
Invoice date | Case date |
Due date | Case due date |
Balance | Amount to recover |
Currency code | Case currency |
Customer name | Debtor name |
Customer email | Debtor email |
Billing address | Debtor address |
Phone | Debtor phone |
Reference number | Case description |
Result
Your Zoho Books account is connected to Debitura. Unpaid invoices are available for import, and you can create collection cases directly from your accounting data. Duplicate invoices are automatically detected using the Zoho Books invoice ID.
Edge cases
Multiple Zoho organizations: If you have multiple Zoho Books organizations, Debitura connects to the first one associated with your account. To connect a different organization, disconnect the current integration and reconnect.
Token expiry: Debitura automatically refreshes OAuth tokens. If you see authentication errors, try disconnecting and reconnecting the integration.
Performance notes: Large invoice volumes may take longer to load. Zoho Books does not provide total record counts, so pagination displays Next/Previous navigation instead of page numbers.
If your integration stops syncing or shows errors, see Accounting integration not syncing for troubleshooting steps.
For a comparison of all integration options, see Integration options.