DocsBooks and integrations
Zoho Books
Connect Zoho Books once, with read-only access, and Cass reads it again every night.
- Choose Zoho Books
In set-up, or in Settings, Books.
- Approve read-only access on Zoho
You sign in on Zoho's own page and approve. Cass never sees your Zoho password.
- Wait for the first read
It runs in the background. Your diagnosis follows when it's done.
What's kept
The access Zoho gives is stored encrypted with your company's own key. Cass reads; it never creates, edits or deletes anything in Zoho.