How to connect ZohoBooks

How to connect ZohoBooks

The steps below will guide you through enabling the Zoho Books integration.
Before you begin, a new API User must be created in CloudPayroll. This can be done by the Main User directly within CloudPayroll, or alternatively, you can email us at help@cloudpayroll.com.au, and we’ll set it up for you.


  1. Before proceeding, ensure that a payroll is currently open in CloudPayroll (or that a payroll has already been processed). Additionally, if applicable, make sure your General Ledger accounts have been added under the Costing/GL tab.
  2. Go to Zoho Marketplace and search CloudPayroll
  3. Click Install in the top right corner
  4. Follow the prompts through to login and authorise CloudPayroll 
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      5. Once in Zoho, go to Settings, by clicking on the settings/gear icon in the top right corner of the screen.
      6. Under Integrations & Marketplace, click on Marketplace
      7. Go to Installed Extensions
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      8. Find CloudPayroll and click on View Details
      9. Click on Configure.
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      10. You’ll now be taken to a screen where you can map the settings from CloudPayroll to the corresponding account codes in Zoho Books. The account codes in CloudPayroll don’t need to match those in Zoho Books, as this is where you’ll define the appropriate mappings between the two systems.

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      11. Once the above steps are completed, payroll journals will be automatically imported into Zoho Books daily for any new payrolls marked with a Closed status.

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