ml-connector
Zoho BooksAirbase

Zoho Books and Airbase integration

Zoho Books records your invoices, bills, and vendor payments. Airbase manages spend and accounts payable. Connecting the two keeps your bill records synchronized across both platforms and maps your chart of accounts so expenses land on the correct GL lines. Vendor payments recorded in Zoho Books flow into Airbase, and bills entered in Zoho Books are available in Airbase for approval workflows and payment processing. ml-connector bridges the different authentication schemes and routes requests to the correct regional Zoho Books endpoint based on your organization's region.

How Zoho Books works

Zoho Books is a cloud-based REST accounting platform with region-specific base URLs (US, EU, India, Australia, Japan, Canada, China, Saudi Arabia). It requires OAuth2 Authorization Code flow authentication with a user-delegated refresh token; access tokens expire after 1 hour and must be refreshed proactively. Every API call requires an organization_id query parameter resolved after authentication. Key accounting entities include contacts, invoices, bills, purchase orders, vendor and customer payments, chart of accounts, journals, and expenses. Zoho Books supports outgoing webhooks for bill, invoice, payment, and contact events, each with an HMAC signature secret for verification, though polling via offset-based pagination is also available. Rate limits are 100 requests per minute and vary by plan; exceeding the limit returns HTTP 429.

How Airbase works

Airbase is a tenant-specific REST spend management platform accessed via a static API key in the Authorization header. It covers accounts payable, corporate cards, expense reimbursements, purchase orders, vendor management, and GL sync. Key entities include bills, purchase orders, vendors, payments, expense reimbursements, corporate cards and transactions, GL accounts, subsidiaries, and employees. GL accounts and subsidiaries are read-only and sourced from the connected ERP. Airbase supports webhooks for select events like purchase_request_approved, though the full event catalog must be verified in the customer portal. Complete API documentation is customer-gated and requires portal access.

What moves between them

Bills and vendor payments flow from Zoho Books into Airbase. After a bill is created or updated in Zoho Books, ml-connector reads the bill record and the associated vendor contact, then writes the bill into Airbase's accounts payable module. When vendor payments are recorded in Zoho Books, they are synced into Airbase to reflect payment status. Chart of accounts from Zoho Books is mapped to Airbase GL accounts during bill creation so expenses allocate to matching GL lines. Data flows on a schedule you control or in response to Zoho Books webhooks if enabled.

How ml-connector handles it

ml-connector stores the Zoho Books OAuth2 refresh token encrypted and refreshes the access token proactively before expiry to prevent disruptions. It determines the customer's Zoho Books region from the OAuth token response and routes all subsequent API calls to the correct regional base URL. On the Airbase side, it stores the static API key encrypted and presents it in the Authorization header on every request. When syncing bills, ml-connector reads the bill header and line items from Zoho Books, resolves the vendor contact, maps the Zoho Books chart of accounts to matching Airbase GL accounts, and writes the complete bill record into Airbase. Vendor payment records are matched to bills in Airbase by reference number to mark them as paid. If Zoho Books webhooks are enabled, ml-connector listens for bill and payment events; otherwise it polls the Zoho Books bills and payments list on a schedule. Both directions handle Zoho Books' rate limits with backoff and retry logic, and every record carries a full audit trail for debugging and replay if a write to Airbase fails.

A real-world example

A mid-sized services company uses Zoho Books for accounting and runs Airbase for accounts payable and corporate card expense management. Previously, accounts payable staff received bills in Airbase through manual uploads and email, then had to cross-check them against the Zoho Books bill register to match amounts and vendor names. With Zoho Books and Airbase connected, new bills created in Zoho Books appear automatically in Airbase with the correct GL account mapped, eliminating manual data entry and reducing bill-to-payment cycle time. Vendor payment records from Zoho Books sync into Airbase to close out bills, giving the finance team a single source of truth for bill status across both systems.

What you can do

  • Sync bills from Zoho Books into Airbase with vendor contact and line item details mapped correctly.
  • Automatically map Zoho Books chart of accounts to Airbase GL accounts so expenses land on the right cost lines.
  • Route API calls to the correct Zoho Books regional endpoint based on your organization's configured region.
  • Manage OAuth2 token refresh for Zoho Books and static API key authentication for Airbase.
  • Handle rate limits, retries, and a full audit trail on every bill and payment record for debugging and replay.

Questions

How does the integration handle Zoho Books multi-region setup?
Zoho Books has region-specific base URLs (US, EU, India, Australia, Japan, Canada, China, Saudi Arabia). ml-connector extracts the region from the OAuth token response and routes all API calls to the matching regional endpoint, so requests always go to the correct Zoho Books instance. You configure the region once during setup and ml-connector handles routing automatically.
What happens if the Zoho Books OAuth token expires?
Zoho Books access tokens expire after 1 hour. ml-connector refreshes the token proactively before expiry using the stored refresh token, so token renewal does not interrupt bill syncs or cause API calls to fail. If a call does return 401, ml-connector refreshes immediately and retries the request.
How are chart of accounts mapped between Zoho Books and Airbase?
ml-connector reads the Zoho Books chart of accounts during setup and matches each account to the corresponding Airbase GL account by account number, currency, and account type. When a bill is synced from Zoho Books, each line item is allocated to the matching Airbase GL account based on the account mapping, ensuring expenses land on the correct GL lines and reconciliation is automatic.

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