Authorize securely
The user grants UmiPort delegated API access and can revoke that authorization through the provider.
Authorize a Zoho Books organization, map the chart of accounts and let UmiPort post approved marketplace accounting events through the cloud connector.
Authorize UmiPort to access only the scopes required for the connected accounting workflow.
UmiPort is designed to use Zoho’s OAuth authorization model rather than storing a user’s Zoho password.
The user grants UmiPort delegated API access and can revoke that authorization through the provider.
Load the selected organization and the accounting data required to build valid mappings.
Create the approved accounting objects, record their Zoho identifiers and expose errors through the Exception Center.
UmiPort suggests mappings against the connected chart of accounts instead of forcing every seller to adopt a new accounting structure.
Suggested does not mean automatic approval.
Users can accept the suggested mapping, choose another account or create an approved new ledger/account where supported.