Connecting to Zoho Books

Applications that support ODBC interface with an ODBC Driver Manager, which is included with the operating system, and also the Easysoft ODBC driver distribution on some platforms. One of the jobs that the ODBC Driver Manager does is to manage ODBC data sources. A data source specifies which ODBC driver to load, which data store to connect to, and how to connect to it.

Before setting up a data source, you must have successfully installed the Easysoft ODBC-Zoho Books Driver.

Connecting from Windows

Creating an ODBC data source

  1. In the Windows taskbar search box, enter “Run”.

  2. Do one of the following:

    • If your application is 64-bit, in the Run dialog box, enter:

      odbcad32.exe

      -Or-

    • If your application is 32-bit, in the Run dialog box, enter:

      %windir%\syswow64\odbcad32.exe
      If your not sure whether your application is 32-bit or 64-bit, start your application, then in Windows Task Manager check whether your application’s process name contains (32-bit). For example, the process name for the 32-bit version of Excel is Microsoft Excel (32-bit); the process name for the 64-bit version of Excel is Microsoft Excel. On older versions of Windows, 32-bit applications contain *32 in the process name rather than (32-bit).
      For applications such as Oracle or SQL Server that run as a service, check the *Background processes* list rather than the Apps list in Task Manager.
      If you’re running a programming language from within a Windows command-line shell (for example, Command or PowerShell), in your shell, run the .exe file for the programming language. For example, run perl, php, python, or node. In Task Manager, expand the process list for Windows Command Processor or Windows PowerShell, as appropriate, and check whether the process for your programming language contains (32-bit).

  3. Do one of the following:

    • To create a data source that only the user you’re currently logged in as can access, choose the User tab.
      If your application is a Windows service (for example, SQL Server or Oracle) creating a user data source won’t work, unless the service is running as the same user you’re logged in as.

    • To create a data source that all users on this computer can access, choose the System tab.

  4. Choose Add.

  5. In the list of ODBC drivers, select Easysoft ODBC-Zoho Books Driver, and then choose Finish.

  6. Complete the Easysoft ODBC-Zoho Books Driver configuration dialog box.
    To find out how to do this, refer to the Connection attributes section.

  7. To test the connection to Zoho Books, choose Test.
    Note that this doesn’t test that the Easysoft ODBC-Zoho Books Driver is licensed. If you haven’t yet licensed the Easysoft ODBC-Zoho Books Driver, this ODBC data source won’t work with your application, even if the Test button succeeds.