How do I connect Onsight and Zoho?

Onsight can connect to Zoho to get product and price information and to send new orders and quotes directly into Zoho. Please email [email protected] to place a request for us to activate the Zoho connector for your Onsight account. You will be sent a link that will allow you to authorise the connection between Onsight and Zoho. We support Zoho Books and Zoho Inventory.

The user authorising the connection must have permissions to all of the following actions:

Zoho Books

  • CREATE view and manage sales orders
  • READ,CREATE contacts
  • CREATE estimates
  • READ settings

Zoho Inventory

  • To fetch the details of Contacts
  • To add a Contact
  • To add a Sales Order
  • To fetch details of a Setting
  • To fetch the details of Items and Item groups