Zoho Automation to download the Chart of accounts

[admin]

Case : Get the list of Chart of Accounts in Zoho


Steps Are as Follows

1 Variables - like Clientid, Client Secret, Grant Token
2. Generate Refresh Token
3. Generate Access Token
4. Generate Chart of Accounts

Code: Select all

###1 Generating Client id, Secret, https://api-console.zoho.com/client/1000.53G2MOWLNZWSZAGKZJYTWOP5UEVZ9F
#https://www.zoho.com/books/api/v3/introduction/

import requests
import json
import pandas as pd

client_id = "1000.NH6E3JV1WF2AX2LGNKGQNGPD7OPP1C"
client_secret = "0754cfc0f7923723d8d78bedc52d8600b984ab6ea3"
organization_id = "60029233076"


#To be generated for every session

###2 Generating  Grant token https://api-console.zoho.com/client/1000.53G2MOWLNZWSZAGKZJYTWOP5UEVZ9F

GrantToken = "1000.0931b9b0c854ce447524eb456b028f92.cadcda0fa49dc631f1c20ea2c1998823"
scope  = "ZohoBooks.FullAccess.all"

##3 Generating Refresh Token Apicall

GRTATurl = "https://accounts.zoho.in/oauth/v2/token?grant_type=authorization_code&code=" + GrantToken + "&client_id="+ client_id + "&client_secret=" + client_secret
print(GRTATurl)

response = requests.post(GRTATurl)
data = json.loads(response.text)
refresh_token = data['refresh_token']
print("refresh_token:", refresh_token)

##3 Generating Access Token Apicall

import http.client

Gt = "https://accounts.zoho.in/oauth/v2/token?refresh_token=" + refresh_token  + "&client_id="+ client_id + "&client_secret=" + client_secret + "&grant_type=refresh_token"
response1 = requests.post(Gt)
data1 = json.loads(response1.text)
access_token = data1['access_token']
print("access_token:", access_token)

##4 Actual Post/ Get request to books
#Variable ORgid = from organisation
conn = http.client.HTTPSConnection("www.zohoapis.in")
headers = {'Authorization': "Zoho-oauthtoken " + access_token}
conn.request("GET", "/books/v3/chartofaccounts?organization_id=" + organization_id, headers=headers)

# Get response from the server
res = conn.getresponse()
data = res.read()

# Decode JSON data
data_json = json.loads(data.decode('utf-8'))

# Extract 'chartofaccounts' data if it exists in the JSON
if 'chartofaccounts' in data_json:
    # Normalize JSON data into a pandas DataFrame
    df1 = pd.json_normalize(data_json['chartofaccounts'])
    # Print DataFrame information and the first few rows
    print(df1.info())
    print(df1.head())

    # Save DataFrame to CSV
    df1.to_csv("ram.csv")
else:
    print("Key 'chartofaccounts' not found in the JSON data")

# Close the connection
conn.close()

[admin]

Class Room Exercises to Students


Ask students to the do the following :

1. Convert the Chart of Accounts to Excel and save to the folder
2. Convert the Chart of Accounts to Text File
3. List all journals
4. List all sales
5. List all purchases
6. Get the list of customers

Hint : Refer documentary https://www.zoho.com/books/api/v3/intro ... ization-id https://www.zoho.com/books/api/v3/intro ... ization-id



You can ask them to integrate with Power Bi or Knime