Zoho

Zoho Finance API

The Finance API from Zoho — 6 operation(s) for finance.

GitHub OpenAPI

Operations 6

GET /api/v1/zohoFinance/{financeService}/invoices List invoices #
GET /api/v1/zohoFinance/{financeService}/estimates List estimates #
PATCH /api/v1/zohoFinance/{financeService}/estimates/{id} Update estimate status #
PATCH /api/v1/zohoFinance/{financeService}/invoices/{id} Update invoice status #
POST /api/v1/zohoFinance/{financeService}/invoices/markAsSent MarkAllInvoicesSent #
GET /api/v1/finance/invoices/{id}/tickets Get tickets for invoices #

Documentation

📖
Documentation
https://www.zoho.com/crm/developer/docs/api/
📖
APIReference
https://www.zoho.com/crm/developer/docs/api/v8/
📖
GettingStarted
https://www.zoho.com/crm/developer/docs/
📖
Documentation
https://desk.zoho.com/DeskAPIDocument
📖
Documentation
https://www.zoho.com/analytics/api/v2/introduction.html
📖
APIReference
https://www.zoho.com/analytics/api/v2/
📖
Documentation
https://www.bigin.com/developer/docs/apis/v2/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/zoho/refs/heads/main/openapi/zoho-finance-api-openapi.yml

Code Examples

💻
CodeExamples
https://github.com/zoho/ZohoDesk-PortalSDK-Sample-apps-iOS
💻
CodeExamples
https://github.com/zoho/ZohoDesk-PortalSDK-sample-apps-android
💻
CodeExamples
https://github.com/zoho/ZohoDesk-PortalSDK-sample-apps-flutter
💻
CodeExamples
https://github.com/zoho/ZohoDesk-PortalSDK-sample-apps-reactnative
💻
CodeExamples
https://github.com/zoho/Zoho-Desk-ASAP-Mobile-SDK-API-Samples
💻
CodeExamples
https://github.com/zoho/analytics-codestudio

Other Resources

🔗
SDKs
https://packagist.org/packages/zohocrm/php-sdk-8.0
🔗
SDKs
https://pypi.org/project/zohocrmsdk8-0/
🔗
SDKs
https://www.nuget.org/packages/ZOHOCRMSDK-8.0/
🔗
SDKs
https://github.com/zoho/zohocrm-java-sdk-8.0
🔗
SDKs
https://www.npmjs.com/package/@zohocrm/nodejs-sdk-8.0
🔗
SDKs
https://www.npmjs.com/package/@zohocrm/typescript-sdk-8.0
🔗
SDKs
https://rubygems.org/gems/ZOHOCRMSDK8_0
🔗
SDKs
https://github.com/zoho/zohocrm-javascript-sdk-8.0
🔗
SDKs
https://github.com/zoho/zohocrm-scala-sdk-8.0
🔗
SDKs
https://cocoapods.org/pods/ZCRMiOS
🔗
DeveloperPortal
https://www.zoho.com/desk/developers/
🔗
SDKs
https://github.com/zoho/ZohoDeskPortalSDK
🔗
SDKs
https://github.com/zoho/react-native-zohodesk-portal-sdk
🔗
SDKs
https://github.com/zoho/zdesk-asap-flutter
🔗
SDKs
https://github.com/zoho/cordova-plugin-zohodesk-portal
🔗
Tools
https://github.com/zoho/analytics-mcp-server
🔗
Integrations
https://github.com/zoho/analytics-dataiku-import-plugin
🔗
Integrations
https://github.com/zoho/analytics-dataiku-export-plugin
🔗
DeveloperPortal
https://www.bigin.com/developer-center.html

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OpenAPI Specification

zoho-finance-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Helpcenter Finance API
  version: 1.0.0
tags:
- name: Finance
paths:
  /api/v1/zohoFinance/{financeService}/invoices:
    get:
      tags:
      - Finance
      summary: List invoices
      description: To list invoices.
      operationId: getInvoices
      parameters:
      - $ref: '#/components/parameters/deskEntityId'
      - $ref: '#/components/parameters/pageNumber'
      - name: departmentId
        in: query
        description: Department Id
        required: false
        style: form
        explode: true
        schema:
          type:
          - string
          - 'null'
          - integer
          format: int64
          description: Department Id
          pattern: ([0-9]+)
      - $ref: '#/components/parameters/deskModuleName'
      - $ref: '#/components/parameters/status'
      - $ref: '#/components/parameters/financeService'
      - $ref: ./Common.json#/components/parameters/orgId
      responses:
        '200':
          $ref: '#/components/responses/getInvoices'
        '422':
          $ref: ./Common.json#/components/responses/multipleUnprocessEntityResponse
        '500':
          $ref: ./Common.json#/components/responses/internalErrorResponse
        '204':
          $ref: ./Common.json#/components/responses/emptyResponse
        '403':
          $ref: ./Common.json#/components/responses/forbiddenErrorResponse
      security:
      - iam-oauth2-schema:
        - Desk.integrations.READ
      x-audience:
      - external-public
  /api/v1/zohoFinance/{financeService}/estimates:
    get:
      tags:
      - Finance
      summary: List estimates
      description: To list estimates.
      operationId: getEstimates
      parameters:
      - $ref: '#/components/parameters/deskEntityId'
      - $ref: '#/components/parameters/pageNumber'
      - $ref: '#/components/parameters/deskModuleName'
      - $ref: '#/components/parameters/status'
      - $ref: '#/components/parameters/financeService'
      - $ref: ./Common.json#/components/parameters/orgId
      responses:
        '200':
          $ref: '#/components/responses/getEstimates'
        '422':
          $ref: ./Common.json#/components/responses/multipleUnprocessEntityResponse
        '500':
          $ref: ./Common.json#/components/responses/internalErrorResponse
        '204':
          $ref: ./Common.json#/components/responses/emptyResponse
        '403':
          $ref: ./Common.json#/components/responses/forbiddenErrorResponse
      security:
      - iam-oauth2-schema:
        - Desk.integrations.READ
      x-audience:
      - external-public
  /api/v1/zohoFinance/{financeService}/estimates/{id}:
    patch:
      tags:
      - Finance
      summary: 'Update estimate status '
      description: This will update status of estimate.
      operationId: updateEstimateStatus
      parameters:
      - $ref: '#/components/parameters/financeService'
      - $ref: '#/components/parameters/id'
      - $ref: ./Common.json#/components/parameters/orgId
      requestBody:
        $ref: '#/components/requestBodies/financeUpdateStatus'
      responses:
        '422':
          $ref: ./Common.json#/components/responses/multipleUnprocessEntityResponse
        '500':
          $ref: ./Common.json#/components/responses/internalErrorResponse
        '204':
          $ref: ./Common.json#/components/responses/emptyResponse
        '403':
          $ref: ./Common.json#/components/responses/forbiddenErrorResponse
      security:
      - iam-oauth2-schema:
        - Desk.integrations.UPDATE
      x-audience:
      - external-public
  /api/v1/zohoFinance/{financeService}/invoices/{id}:
    patch:
      tags:
      - Finance
      summary: 'Update invoice status '
      description: This will  update status of invoice.
      operationId: updateInvoiceStatus
      parameters:
      - $ref: '#/components/parameters/financeService'
      - $ref: '#/components/parameters/id'
      - $ref: ./Common.json#/components/parameters/orgId
      requestBody:
        $ref: '#/components/requestBodies/updateInvoiceStatus_financeUpdateStatus'
      responses:
        '422':
          $ref: ./Common.json#/components/responses/multipleUnprocessEntityResponse
        '500':
          $ref: ./Common.json#/components/responses/internalErrorResponse
        '204':
          $ref: ./Common.json#/components/responses/emptyResponse
        '403':
          $ref: ./Common.json#/components/responses/forbiddenErrorResponse
      security:
      - iam-oauth2-schema:
        - Desk.integrations.UPDATE
      x-audience:
      - external-public
  /api/v1/zohoFinance/{financeService}/invoices/markAsSent:
    post:
      tags:
      - Finance
      summary: MarkAllInvoicesSent
      description: This will update status of invoice to sent.
      operationId: markInvoicesAsSent
      parameters:
      - $ref: '#/components/parameters/financeService'
      - $ref: ./Common.json#/components/parameters/orgId
      requestBody:
        $ref: '#/components/requestBodies/markInvoicesAsSent_financeMarkAsSent'
      responses:
        '422':
          $ref: ./Common.json#/components/responses/multipleUnprocessEntityResponse
        '500':
          $ref: ./Common.json#/components/responses/internalErrorResponse
        '204':
          $ref: ./Common.json#/components/responses/emptyResponse
        '403':
          $ref: ./Common.json#/components/responses/forbiddenErrorResponse
      security:
      - iam-oauth2-schema:
        - Desk.integrations.CREATE
      x-audience:
      - external-public
  /api/v1/finance/invoices/{id}/tickets:
    get:
      tags:
      - Finance
      summary: Get tickets for invoices
      description: To get associated tickets for invoice id.
      operationId: getTicketsForInvoiceId
      parameters:
      - $ref: '#/components/parameters/id'
      - $ref: ./Common.json#/components/parameters/orgId
      responses:
        '200':
          $ref: '#/components/responses/getTicketsForInvoiceId'
        '422':
          $ref: ./Common.json#/components/responses/multipleUnprocessEntityResponse
        '500':
          $ref: ./Common.json#/components/responses/internalErrorResponse
        '204':
          $ref: ./Common.json#/components/responses/emptyResponse
        '403':
          $ref: ./Common.json#/components/responses/forbiddenErrorResponse
      security:
      - iam-oauth2-schema:
        - Desk.tickets.READ
      x-audience:
      - external-public
components:
  parameters:
    deskEntityId:
      name: deskEntityId
      in: query
      description: To fetch invoice by desk contact or account or ticket id
      required: true
      style: form
      explode: true
      schema:
        type:
        - string
        - 'null'
        - integer
        format: int64
        description: To fetch invoice by desk contact or account or ticket id
        pattern: ([0-9]+)
    deskModuleName:
      name: deskModuleName
      in: query
      description: 'Desk Module Name:  Contacts or Cases or Accounts'
      required: true
      style: form
      explode: true
      schema:
        type:
        - string
        - 'null'
        description: 'Desk Module Name:  Contacts or Cases or Accounts'
        enum:
        - Cases
        - Contacts
        - Accounts
        maxLength: 100
        minLength: 0
    pageNumber:
      name: pageNumber
      in: query
      description: page number
      required: false
      style: form
      explode: true
      schema:
        type:
        - string
        - 'null'
        - integer
        format: int32
        description: page number
        pattern: ([0-9]+)
    status:
      name: status
      in: query
      description: To fetch invoice by status, Available status are sent, draft, overdue, paid, void, unpaid, partially_paid and viewed
      required: false
      style: form
      explode: true
      schema:
        type:
        - string
        - 'null'
        description: To fetch invoice by status, Available status are sent, draft, overdue, paid, void, unpaid, partially_paid and viewed
        enum:
        - sent
        - draft
        - overdue
        - paid
        - void
        - partially_paid
        maxLength: 100
        minLength: 0
    financeService:
      name: financeService
      in: path
      required: true
      style: simple
      explode: false
      schema:
        type:
        - string
        - 'null'
        enum:
        - books
        - inventory
        - invoice
        maxLength: 100
        minLength: 0
        pattern: ([a-z]+)
    id:
      name: id
      in: path
      required: true
      style: simple
      explode: false
      schema:
        type:
        - string
        - 'null'
        - integer
        format: int64
        pattern: ([0-9]+)
  requestBodies:
    financeUpdateStatus:
      content:
        application/json:
          schema:
            type:
            - 'null'
            - object
            additionalProperties: false
            properties:
              status:
                type:
                - string
                - 'null'
                enum:
                - sent
                maxLength: 100
                minLength: 0
            required:
            - status
          examples:
            Valid requestBody Definitions:
              value:
                status: draft
    updateInvoiceStatus_financeUpdateStatus:
      content:
        application/json:
          schema:
            type:
            - 'null'
            - object
            additionalProperties: false
            properties:
              status:
                type:
                - string
                - 'null'
                enum:
                - sent
                maxLength: 100
                minLength: 0
            required:
            - status
          examples:
            Valid requestBody Definitions:
              value:
                status: draft
    markInvoicesAsSent_financeMarkAsSent:
      content:
        application/json:
          schema:
            type:
            - 'null'
            - object
            additionalProperties: false
            properties:
              ids:
                type:
                - 'null'
                - array
                items:
                  type:
                  - string
                  - 'null'
                  - integer
                  format: int64
                  pattern: ([0-9]+)
                uniqueItems: false
          examples:
            Valid requestBody Definitions:
              value:
                ids:
                - '1332784000000108001'
                - '1332784000000108004'
                - '1332784000000108006'
  responses:
    getInvoices:
      description: getInvoices template definitions
      content:
        application/json:
          schema:
            type:
            - 'null'
            - object
            additionalProperties: false
            properties:
              deskEntityId:
                type:
                - string
                - 'null'
                - integer
                format: int64
                pattern: ([0-9]+)
              data:
                $ref: ./Finance.json#/components/schemas/dataArr4
              deskModuleName:
                type:
                - string
                - 'null'
                enum:
                - Cases
                - Contacts
                - Accounts
                maxLength: 100
                minLength: 0
            required:
            - data
            - deskEntityId
            - deskModuleName
          examples:
            Valid responses Definitions:
              value:
                deskEntityId: '5000000014010'
                data:
                - date: '2018-09-23'
                  total: 117
                  isViewdByClient: false
                  totalFormatted: AED117.00
                  invoiceNumber: INV-000025
                  id: '1332784000000108001'
                  dateFormatted: 23 Sep 2018
                  currencyCode: AED
                  statusFormatted: Draft
                  status: draft
                deskModuleName: Contacts
    getEstimates:
      description: getEstimates template definitions
      content:
        application/json:
          schema:
            type:
            - 'null'
            - object
            additionalProperties: false
            properties:
              deskEntityId:
                type:
                - string
                - 'null'
                - integer
                format: int64
                pattern: ([0-9]+)
              data:
                $ref: ./Finance.json#/components/schemas/dataArr5
              deskModuleName:
                type:
                - string
                - 'null'
                enum:
                - Cases
                - Contacts
                - Accounts
                maxLength: 100
                minLength: 0
            required:
            - data
            - deskEntityId
            - deskModuleName
          examples:
            Valid responses Definitions:
              value:
                deskEntityId: '5000000014010'
                data:
                - date: '2018-09-23'
                  total: 117
                  isViewdByClient: false
                  estimateNumber: INV-000025
                  totalFormatted: AED117.00
                  id: '1332784000000108001'
                  dateFormatted: 23 Sep 2018
                  currencyCode: AED
                  statusFormatted: Draft
                  status: draft
                deskModuleName: Contacts
    getTicketsForInvoiceId:
      description: getTicketsForInvoiceId template definitions
      content:
        application/json:
          schema:
            type:
            - 'null'
            - object
            additionalProperties: false
            properties:
              data:
                $ref: ./Finance.json#/components/schemas/dataArr
            required:
            - data
          examples:
            Valid responses Definitions:
              value:
                data:
                - ticketNumber: '123'
                  subject: Hi. There is a sudden delay in the processing of the orders. Check this with high priority
                  dueDate: '2018-06-21T16:16:16.000Z'
                  id: '104202000003153007'
                  assignee:
                    firstName: Robert
                    lastName: John
                  priority: High
                  status: Open
                  commentCount: '5'
                - ticketNumber: '456'
                  subject: Problem while reset password.
                  dueDate: '2018-07-21T16:16:16.000Z'
                  id: '104202000003153015'
                  assignee:
                    firstName: Steve
                    lastName: Smith
                  priority: High
                  status: Closed
                  commentCount: '3'
  securitySchemes:
    iam-oauth2-schema:
      $ref: ./Common.json#/components/securitySchemes/iam-oauth2-schema
x-entity: Helpcenter