Log in with your Zoho account (the one you use for Zoho Books).
On the main dashboard, click “Add Client”
When asked to Choose a Client Type, select:
👉 Server-based Application
This option is for web applications like Excel2Invoice that run securely on the web.
In the “Create Client” form, enter the following fields:
Field | What to enter |
Client name | Excel2Invoice |
Homepage URL | |
Authorized Redirect URI |
Then click “CREATE” (or “UPDATE” if editing an existing one).
Open the client you just created (Excel2Invoice).
Go to the Client Secret tab.
Copy the following:
Client ID
Client Secret
You’ll need to paste these into Excel2Invoice during the connection process.
Go to your Excel2Invoice app.
Open the Integrations page.
Select Zoho Books.
Paste the Client ID and Client Secret when asked.
Click Connect to Zoho Books.
A Zoho login page will open:
Log in with your Zoho account.
Click Accept to give permission.
Once you approve, Excel2Invoice will be connected to your Zoho Books account automatically.
You’re ready to:
Import your Excel file
Instantly create invoices or quotes in Zoho Books
Send them automatically to your clients
That’s it — your Zoho Books integration is done! 🚀
Make sure you log in with the same Zoho account you use for Zoho Books.
You can edit or remove your Zoho connection anytime in Integrations → Zoho Books inside Excel2Invoice.