Business PAN Validation for Zoho Books

Business PAN Validation for Zoho Books

Contents

  1. Prerequisites
  2. Key Features of "Business PAN Validation"
  3. How to install the "Business PAN Validation for Zoho Books"
  4. Create OAuth authorization
  5. New fields have been added to the Customers and Vendors module
  6. How to validate the Business PAN in the Customers and Vendors module with Button
  7. Support
Warning

Prerequisites

  1. You must be a Zoho Books Super Admin.
  2. You need Zoho Books Premium Edition or higher is required.

Key Features of "Business PAN Validation for Zoho Books"

  1.  Seamless Integration: Easily integrates with Zoho Books, providing a straightforward way to validate Business PANs directly within the platform.
  2. Validation in Customer and Vendor Modules: Offers PAN validation functionality in both customer and vendor modules, ensuring accurate and compliant data across your financial records.
  3. "Verify Business PAN" Button: A dedicated "Verify Business PAN" button enables quick and efficient validation, simplifying the process for users.
  4. Real-time Verification: Instantly verifies Business PAN details in real-time, reducing the chances of errors and ensuring up-to-date information.
  5. Secure and Confidential: Ensures that all PAN validation processes are secure and confidential, protecting sensitive business information.

How to install "Business PAN Validaton for Zoho Books"


Steps involved in installing "Business PAN Validation for Zoho Books"
  1. Open Zoho Books and go to the marketplace.
  2. Search for the "Business PAN Validation for Zoho Books" keyword and click the install button.
  3. Choose the organization and agree with the terms and press next.
  4. Authorize your connections before installation.





After the connection is connected successfully, and press the "Install Extension" button to install the extension.



Create OAuth authorization

  1. Press the connect option to authorize the connector.
  2. By creating this Zoho Books connection, you acknowledge that any data is updated in Zoho Books.
  3. By clicking connect, you authorize Zoho Flow to access your app data and press connect.
  4. By clicking the "Accept" button you allow Zoho Flow to access data in your Zoho Account.
  5. Then the connector will connect successfully.






How to validate the Business PAN in the Customers and Vendors module with Button

Customer Module

To validate the "Business PAN" in the Customers module, use the button provided. Upon clicking it, a pop-up will appear displaying the verification status and API usage. Once the widget is closed, the "PAN Status", "Company Name", and "Date of Validation" fields will be automatically updated in the related lists.







Vendors Modules

To validate the "Business PAN" in the Vendors module, use the button provided. Upon clicking it, a pop-up will appear displaying the verification status and API usage. Once the widget is closed, the "PAN Status", "Company Name", and "Date of Validation" fields will be automatically updated in the related lists.









Info

Support

Contact Number: +919868329081
Website: www.nexivo.co


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