You can easily connect Zoho books using the Vidi connector, which allows data to be connected to Power BI.

Zoho books connector by VIDI enables you to do the following:

All your Zoho accounts data in one place
Can integrate multiple organization’s data in one place
Store the data in the database or data warehouse of your choice
Customize or enhance data based on your requirement

The Process we follow:

Vidi Corp would get access to your Zoho Books account and an account that would hosts the database. The Vidi Corp experts are available to guide you through the process for raising access.
A data engineer from Vidi Corp would install the connector script for you and schedule the refresh of your database depending on your needs.
Store the data in your database or data warehouse. You can either use your own database or we can create a new one for this. It can be any SQL database of warehouse for example (SQL Server, Postgresq, Mysql, BigQuery, etc.,)
Let us know the customizations you want to perform on your data, this includes any transformations that are to be performed to match with your organization’s standards
Tell us the list of tables you need in zoho books and we can fetch them
You can also tell us how your report should look like and we can store the data in a ready to consume format

Multiple services are available after the data extraction is completed:

1. Maintenance of the data pipeline. If there are any changes to your data format , we will be able to adjust our code to ensure a smooth reporting process for you.

2. Consultancy on the data format. If you need consultations on which tables contain the data you need, we will be able to help you find it.

3. Power BI dashboard services - If you need support creating your Power BI dashboards, Microsoft-certified Power BI specialists from Vidi Corp would be able to create the dashboards for you.

CONTACT US TO GET THIS SOLUTION

Zoho Books To Power BI Connector

by Vidi Corp LTD