When you first create your company in DOKKA, you will need to connect the company to Zoho.
If you are not already in the Settings screen, click the cogwheel icon on the top right.
Click the Integrations link and select Zoho.
Click the Connect to Zoho button.
The integration will connect to Zoho automatically. Zoho may ask you to log in.
Once this is done, you will be prompted to allow DOKKA to access Zoho's files. Click Allow access.
If you have more than one company in Zoho, you will need to select the company to which you want to connect.
That's it! Zoho and DOKKA are now integrated. When processing documents in DOKKA you will have access to all of the vendors, accounts, and codes in Zoho. Now, get to work
If you have any questions or problems, please do not hesitate to contact us via the Chat link or email.