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Example code of sumer5020/laravel-zoho-books

Informations about the package laravel-zoho-books

![Laravel Zoho Books Package Banner](./images/laravel-zoho-books.png) ![License: MIT](https://img.shields.io/badge/License-MIT-blueviolet.svg) ![Repository Type](https://img.shields.io/badge/Type-package-orange) ![Latest Version](https://img.shields.io/packagist/v/sumer5020/laravel-zoho-books?color=blue&label=Version) ![Packagist Downloads](https://img.shields.io/packagist/dt/sumer5020/laravel-zoho-books?color=darkslategrey&label=Downloads) ![Stand With Palestine 🇵🇸](https://raw.githubusercontent.com/TheBSD/StandWithPalestine/main/badges/StandWithPalestine.svg) [English](README.md) | [العربية](README.ar.md)

Laravel Zoho Books

This Laravel package simplifies integration with Zoho Books Accounting System, streamlining API interactions for easier accounting management.

Requirements

Software Version
php ^8.2
Composer ^2.4
Laravel ^11.0

Features

Coming soon features ✨ - [ ] Bank Account end points - [ ] Bank Rule end points - [ ] Bank Transaction end points - [ ] Base Currency Adjustment end points - [ ] Bill end points - [ ] Chart Of Account end points - [ ] Credit Note end points - [ ] Currency end points - [ ] Customer Payment end points - [ ] Custom Module end points - [ ] Expense end points - [ ] Invoice end points - [ ] Item end points - [ ] Journal end points - [ ] Opening Balance end points - [ ] Project end points - [ ] Purchase Order end points - [ ] Recurring Bill end points - [ ] Recurring Expense end points - [ ] Recurring Invoice end points - [ ] Retainer Invoice end points - [ ] Task end points - [ ] Tax end points - [ ] Time Entry end points - [ ] User end points - [ ] Vendor Credit end points - [ ] Vendor Payment end points - [ ] Zoho Crm Integration end points

Installation

Install the package by using composer:

Publish the assets

Publish all assets

Publish the configuration only:

Publish the migrations only:

Add this into your .env and add your details that come from https://accounts.zoho.com/developerconsole

After that Run php artisan zoho:init command to initialize your credentials and insert token, refresh_token and expires_in into zoho_tokens table.

[!WARNING] We used Self Client to generate server-to-server access code. you must run the artisan command before the access code expired.

[!NOTE] The expires_in is for the token, The refresh_token is lifetime until you revoke it.

[!NOTE] In order to reduce the number of database requests and improve the performance you need to cache this token credentials with expire time equals the token expire time.

Usage

Setup 🚀

After publish

Add the ZohoBooksFacade in your controller or any class you need to use the package functionality on it

Authenticate and Set Up

  1. Initialize Your Credentials

    After running the php artisan zoho:init command, the access and refresh tokens will be stored in the zoho_tokens table. You can retrieve these tokens when making API calls.

  2. Refresh access token

    To refresh expired access token, use:

  3. Revoke access token

    To revoke the access token, use:

[!NOTE] Once you have the access token, you can use it to call various Zoho Books API endpoints. The package provides a clean interface for each entity.

Working with Contacts

  1. Create a Contact

    To create a new contact, use:

  2. Update a Contact

    To update an existing contact:

  3. List Contacts

    To list contacts with pagination:

  4. Get a Specific Contact

    To retrieve a specific contact's details:

  5. Delete a Contact

    To delete a contact:

Working with Contact Persons

  1. Create a Contact Person

    To create a new contact person, use:

  2. Update a Contact Person

    To update an existing contact person, use:

  3. List Contacts Person

    To list person, use with pagination:

  4. Get a Specific Contact Person

    To retrieve a specific contact person details, use:

  5. Delete a Contact Person

    To delete a contact person, use:

Working with Estimates

  1. Create an Estimate

    To create an estimate:

  2. Update an Estimate

    To update an existing estimate:

  3. List Estimates

    To list estimates:

  4. Get Estimate Details

    To get details of a specific estimate:

  5. Delete an Estimate

    To delete an estimate:

Working with Sales Orders

  1. Create a Sales Order

    To create a new sales order:

  2. Update a Sales Order

    To update an existing sales order:

  3. List Sales Orders

    To list sales orders:

  4. Get a Specific Sales Order

    To retrieve details of a sales order:

  5. Delete a Sales Order

    To delete a sales order:

Error Handling

When making API calls, exceptions may be thrown if something goes wrong. Make sure to handle exceptions properly:

Usage Table

Service Method Parameters Parameter Content Is Mandatory
Contacts ZohoBooksFacade::contacts()->create() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$contactData Instance of CreateContactDto Yes
ZohoBooksFacade::contacts()->update() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$updateContactData Instance of UpdateContactDto Yes
ZohoBooksFacade::contacts()->list() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$paginationDto Instance of PaginationDto No
$contactFiltersDto Instance of ContactFiltersDto No
ZohoBooksFacade::contacts()->get() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$contactId ID of the contact to retrieve Yes
ZohoBooksFacade::contacts()->delete() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$contactId ID of the contact to delete Yes
ContactPersons ZohoBooksFacade::contactPersons()->create() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$contactPersonData Instance of CreateContactPersonDto Yes
ZohoBooksFacade::contactPersons()->update() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$updateContactPersonData Instance of UpdateContactPersonDto Yes
ZohoBooksFacade::contactPersons()->list() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$contactId ID of the related contact Yes
$paginationDto Instance of PaginationDto No
ZohoBooksFacade::contactPersons()->get() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$getContactPersonDto Instance of GetContactPersonDto Yes
ZohoBooksFacade::contactPersons()->delete() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$contactPersonId ID of the contact person to delete Yes
Estimates ZohoBooksFacade::Estimates()->create() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$estimateData Instance of CreateEstimateDto Yes
ZohoBooksFacade::Estimates()->update() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$updateEstimateData Instance of UpdateEstimateDto Yes
ZohoBooksFacade::Estimates()->list() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$paginationDto Instance of PaginationDto Yes
$estimateFiltersDto Instance of EstimateFiltersDto No
ZohoBooksFacade::Estimates()->get() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$estimateId ID of the estimate to retrieve Yes
ZohoBooksFacade::Estimates()->delete() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$estimateId ID of the estimate to delete Yes
SalesOrders ZohoBooksFacade::salesOrders()->create() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$salesOrderData Instance of CreateSalesOrderDto Yes
ZohoBooksFacade::salesOrders()->update() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$updateSalesOrderData Instance of UpdateSalesOrderDto Yes
ZohoBooksFacade::salesOrders()->list() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$paginationDto Instance of PaginationDto Yes
$salesOrderFiltersDto Instance of SalesOrderFiltersDto No
ZohoBooksFacade::salesOrders()->get() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$salesOrderId ID of the sales order to retrieve Yes
ZohoBooksFacade::salesOrders()->delete() $token Access token for authorization Yes
$organizationId ID of the organization Yes
$salesOrderId ID of the sales order to delete Yes

License

The MIT License (MIT). Please see MIT license File for more information.

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Requires php Version >=8.2
illuminate/support Version ^10.0|^11.0
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