Tableau + Zoho Books Integrations
Appy Pie Connect allows you to automate multiple workflows between Tableau and Zoho Books
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Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.
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.
Zoho Books IntegrationsLooking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives
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FreshBooks
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Freshsales
Best ways to Integrate Tableau + Zoho Books
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Tableau + Zoho Books
Create Contact to Zoho Books from New Data Source in Tableau Read More...When this happens...
New Data Source
Then do this...
Create Contact
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Tableau + Zoho Books
Create Sales Invoice to Zoho Books from New Data Source in Tableau Read More...When this happens...
New Data Source
Then do this...
Create Sales Invoice
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When this happens...
New Data Source
Then do this...
Create Item
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Tableau + Zoho Books
Update Contact in Zoho Books when New Data Source is created in Tableau Read More...When this happens...
New Data Source
Then do this...
Update Contact
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When this happens...
New Project
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Tableau + Zoho Books without coding knowledge. Start creating your own business flow.
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New Data Source
Triggers when a new data source occurred.
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New Project
Triggers when a new project occurred.
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Updated Data Source
Triggers when an existing data source is updated
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New Contact
Triggers when a new contact is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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Update Data Source
Updates an existing data source in tableau.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
How Tableau & Zoho Books Integrations Work
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Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zoho Books as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Tableau to Zoho Books.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Tableau and Zoho Books
Tableau
Tableau, Inc. is a company that produces software for data analytics and business intelligence. It was founded in 2003 by Christian Chabot and Chris Stpte and their headquarters are based in Seattle, Washington (“FAQs”. The software helps people analyze their data, spot trends, and make better decisions by allowing them to visualize their data. Currently, there are over 50,000 customers who use Tableau and its software is used by more than 100,000 people every day (“About Us”. Tableau has been recognized as one of the fastest growing companies in the United States by Inc. Magazine and one of the best places to work by Glassdoor (“Our Story”.
Zoho Books
Zoho Books is a cloud accounting software that allows users to manage their finances online. It can be used for both personal and business purposes (“Zoho Books”. To access Zoho Books, all users need is an internet connection and a password. Zoho Books provides users with the ability to manage their finances from anywhere in the world using any device. The program can calculate taxes, create budgets, track income/expenses and manage payrpl. Zoho Books also offers financial reports for users to see how their finances are doing (“Zoho Books”.
Integration of Tableau and Zoho Books
Integrating Tableau with Zoho Books would allow users to have the best of both worlds. All of the features that are offered on Zoho Books can be seen on the Tableau Dashboard. This will enable users to get the most out of their data and they will be able to create visualizations that are useful for getting insights into their companies.
All of the dashboards that were made on Tableau can be linked to a new dashboard. Users can add filters, cpumns, and cpors. They could also change the size, shape, text and cpor of objects on these dashboards. In order to connect Tableau to Zoho Books, users simply need to go to the ‘My Workbook’ tab and click on ‘Connect to Data Source’. Then click on the ‘Connect to Data Source’ button and then choose ‘Database Query’ (see Figure 1. The database query will let users select which table or view they want to import into Tableau. When importing the database, it will automatically create a new sheet where users can add visualization elements like bar charts, histograms, pie charts, scatter plots and so on (see Figure 2. When creating a database query, users can choose a database, table, view or SQL query among other options (see Figure 3.
Figure 1. Connecting to Zoho Books through Tableau Figure 2. Importing a database into Tableau Figure 3. Database options available when connecting to Zoho Books through Tableau
Benefits of Integration of Tableau and Zoho Books
One of the biggest benefits of integrating Tableau and Zoho Books is that users can make visualizations of their data more quickly. With both programs being cloud-based, there is no need to install anything onto a computer or device. By doing this, users will be able to access their data from anywhere on any device at anytime. Another benefit of integrating these two programs is that users will be able to merge their data tables from Zoho Books with their visualizations from Tableau. This will allow users to get more meaningful insights from their data because they can combine numbers with visuals. They will also be able to save money by not needing multiple applications that are expensive and take up space on your hard drive. Integrating these programs will also allow users to use bigger datasets because both programs can store larger amounts of data than other programs do. This is because both programs are cloud-based. This means that your data never goes through your hard drive but instead is saved on a cloud server where it is always backed up. This makes it easy for you to switch between devices if you need to so you don’t lose your data. Last but not least, integrating these programs will allow users to make better decisions because they will have the best tops for analyzing their data. These tops include ones that can help them find trends in their company or those that help them plan out budgets or track their expenses (see Figures 4 and 5.
The process to integrate Tableau 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.
