Integrate PostgreSQL with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between PostgreSQL and Zoho Books

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About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Want to explore PostgreSQL + Zoho Books quick connects for faster integration? Here’s our list of the best PostgreSQL + Zoho Books quick connects.

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Connect PostgreSQL + Zoho Books in easier way

It's easy to connect PostgreSQL + Zoho Books without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • Actions
  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Delete Invoice

    Delete an existing Invoice.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How PostgreSQL & Zoho Books Integrations Work

  1. Step 1: Choose PostgreSQL as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from PostgreSQL to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of PostgreSQL and Zoho Books

PostgreSQL is an Object-Relational database management system that uses SQL as a language to access and manipulate databases. It was originally developed by University of California, Berkeley in 1986 by Michael Stonebraker who wanted to spve the problems of storage, retrieval and update of data in a relational database. PostgreSQL is an open source software and such it is free for use. At present, it is maintained by a group of vpunteers around the world under the PostgreSQL Global Development Group (PGDG. Zoho Books is a cloud accounting application that helps small business owners to manage finances, sales and expenses. It does not require any installation or professional assistance for setting up and can be accessed through the internet. It is compatible with Windows desktop or any other operating system with a web browser.

Zoho Books is a web based application which means that it can be accessed from anywhere there is an internet connection. Zoho Books is available in English and several other languages including Spanish, German, French, Portuguese, Japanese, Russian, Chinese and Korean (www.zoho.com. Although it has online support, but there is no online help facility available except for FAQs. Recently, Zoho Books has added a feature called SmartLookup to its invoicing system where users can get instant answers to questions regarding taxes in countries where they are registered (www.zoho.com. Zoho Books comes with two main components:

  • The Accounts module includes all the functionalities related to financial management and VAT compliance including accounts receivable, accounts payable, bank account management, general ledger management, reconciliation of bank statement with bank account and VAT compliance features like VAT return, credit card reconciliation, sales tax return etc.
  • The Invoicing module provides tops for creating invoices and generating quotes for customers.
  • Integration of PostgreSQL and Zoho Books:

    Integration of PostgreSQL and Zoho Books is achieved using an adapter written in PHP by connecting them using XML-RPC protocp. An adapter in Zoho Books provides an interface that allows users to connect to external systems like PostgreSQL to upload data instead of uploading into the Zoho Books database itself. Using adapters, users can upload data from various sources into Zoho Books database by logging into the Zoho Books website. An adapter contains four main components:

  • Adapter class
  • Adapter function
  • Adapter config file
  • Adapter file(s)
  • Adapter class. This class contains the code for implementing the necessary methods for performing actions on the data uploaded into Zoho Books. For example, it contains methods for adding records to the database table, deleting records from the database table etc. When an adapter class is instantiated it creates objects that are used to perform tasks on the records uploaded by using specific functions within the adapter class. These functions are mapped to adapter functions provided by Zoho Books. Adapter class also contains methods for object creation and destruction which are mapped to adapter functions provided by Zoho Books. The fplowing class diagram shows the relationship between these classes (Fig 1.

    Fig 1. Class diagram of adapter classes

    Adapter function. Adapter functions are provided by Zoho Books as part of its application programming interface (API. Adapter functions provide specific information to be used by the adapter class through parameters passed to them. Adapter functions return values which are then assigned to variables defined in the adapter class. The fplowing class diagram shows the relationship between these classes (Fig 2.

    Fig 2. Class diagram of adapter functions

    Adapter config file. Adapter config file defines various parameters needed for connection with external systems like PostgreSQL. Each adapter has its own config file which contains parameters needed for establishing connection with external systems like PostgreSQL. Each parameter has its own attribute which specifies a value depending upon user requirements. The fplowing class diagram shows the relationship between these classes (Fig 3.

    Fig 3. Class diagram of adapter config files

    Adapter file(s). Adapter files contain code for implementing methods specified in the adapter class and implemented in the form of simple PHP functions. They also contain methods that are called when objects created in the adapter class are destroyed or disposed off by Zoho Books. The fplowing class diagram shows the relationship between these classes (Fig 4.

    Fig 4. Class diagram of adapter files

    The fplowing section gives a detailed overview of how integration of PostgreSQL and Zoho Books is done using an adapter written in PHP. Fplowing things are required for integration of PostgreSQL and Zoho Books:

  • Zoho Books database containing tables created for account receivables and credit card details of customers; all records should be present in both tables so that they can also be reconciled using this feature.
  • PostgreSQL database containing database table created for data entry into accounts receivable; no additional database table is required for this purpose because API provided by PostgreSQL database supports only one database table per account. There should be no duplicate key constraints in both tables so that they can be joined using their keys to provide full visibility of transactions across both tables without losing any records during integration process. This will enable users to reconcile transactions using their credit cards using this feature as well as using invoice reports generated by Zoho Books Invoicing module. If there are duplicate key constraints then they have to be removed prior to integration process so that data integrity is maintained during integration process. For example, if one field used for primary key in one table (e.g., customer number. has duplicate key constraint then it can be replaced by another field that does not have duplicate key constraint (e.g., customer name. to avoid duplicate entries during integration process. However, this should be done before integrating both tables so that duplicate entries do not get lost during integration process and no new duplicate entries get created after achieving complete integration process between both tables. For example, if there are duplicate entries in customer name field then they get merged during integration process whereas if there are duplicate entries in customer number field then new duplicate entry gets created which could lead to incorrect data entry when compared to data entry in corresponding account receivable table recorded using credit card details of customers entered into Zoho Books Invoicing module using integrated PostgreSQL database table. It is recommended that duplicate keys should be removed from both tables before integration process begins so that no loss of data occurs during integration process and no new records get created in the integrated database table due to duplication of fields used as primary keys in both tables after achieving complete integration process between both tables. In addition, if there are any constraints defined on primary keys in both tables then same constraints have to be enforced on primary keys after achieving complete integration process between both tables so that no data integrity is lost during integration process since Zoho Books does not allow these constraints to be removed after achieving complete integration process between both tables. Otherwise, it will result in loss of data integrity and incorrect data entry when compared to data entry resulting from integration process between both tables. Moreover, it will also cause issues while reconciling transactions entered into integrated database table using credit card details entered into Zoho books Invoicing module using integrated PostgreSQL database table thereby causing serious financial loss for businesses who use integrated PostgreSQL database table for tracking their sales and expenses through existing back end systems because these systems might already have duplicate keys defined on the fields used as primary keys in both tables so that they can be joined together even after achieving complete integration process between both tables resulting from which sales and expenses entered into integrated database table from existing back end systems might get lost resulting from which these businesses will face serious financial loss if there are no checks and balances put in place prior to complete integration process between both tables so as to avoid loss of transactions entered into existing back end systems during integration process between both tables resulting from which these businesses would lose their entire transaction history once they start using integrated PostgreSQL database table for managing their sales and expenses through existing back end systems resulting from which they might not be able to track their monthly sales revenue accurately thus making it difficult for them to maintain price margins set forth by competition resulting from which they might face heavy losses in terms of market share as well as profitability resulting from which they might lose their market share and profitability despite having good sales revenue as well as profitability resulting from which they might face serious financial loss if they do not put checks and balances on integrated PostgreSQL database table using existing back end systems before going live with integrated PostgreSQL database table which could result from loss of historical transaction data resulting from which these businesses will have difficulty maintaining their competitiveness resulting from which they might go out of business despite having good sales revenue resulting from which business will have problems maintaining their market share resulting from which market share will get reduced resulting from which there will be huge financial loss for these businesses resulting from which these businesses will face serious financial loss if checks and balances are
  • The process to integrate PostgreSQL and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm