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Solutions Team | ERP Integration Challenge

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Background

The objective of Complyt's ERP integrations is to calculate and seamlessly reflect U.S. sales tax in real time within financial documents, such as invoices and sales orders.

Typical Integration Building Blocks

Our integration processes typically involve these essential components:

Initiation: This is the starting point of our integration workflow. It can be a standard webhook, a custom script, or a schedule-based trigger that activates the flow.

Data Retrieval: In this stage, the system fetches transaction data, which includes extracting the invoice items ,shipping address and any other missing data.

Computation: The retrieved information is then fed into Complyt API, where necessary computations are performed. The response of the API call includes the sales tax amount the should be applied to the invoice.

Synchronization: Finally, the transaction within the ERP (or any relevant system) is updated with the computed tax. This synchronization can occur via direct API calls, script execution, or other updating mechanisms.

These components form the backbone of our integration architecture, ensuring data flows smoothly from initiation to final update.

The Challenge

ZohoBooks Invoice Tax Update

Objective:

Your task is to create an automated integration with Zoho Books that triggers when a specific action . This integration should apply a task of 8% to any invoice.

Task Steps:

Zoho Books Setup:

Create an account with Zoho Books under the free plan.

Familiarize yourself with the interface, specifically focusing on the invoicing features.

OAuth Authentication -

Integration Trigger:

Design a trigger within Zoho Books that activates when a specific action occurs. This could be a native webhook or an alternative triggering mechanism provided by Zoho Books.

Develop the Integration:

Develop an integration logic to read the relevant data from the invoice, perform the calculation

Increase this total amount by 8% and ensure the updated total is reflected in the invoice.

Update ZohoBooks

Bonus Tasks

Demonstrate the capability to configure & update custom fields through the integration.

Use Complyt Docs to retrieve Bearer Token using these credentials and reflect it in the API call back to ZohoBooks.

Complyt Docs⁠

Sandbox Credentials: clientId: c922f5d0-58a8-45cc-8fa2-102318615692 clientSecret: 223781a3-5d5f-432f-92da-59bd017b5ba5

Evaluation Criteria

Successful integration as described above.

Final presentation demonstrating a customer-centric approach, technical expertise and business oriented approach.

Tools

Choose the tools that best fit your existing tech stack and skills, taking time into account.

You can achieve this in any way you choose to. Locally on your machine, using cloud functions, low code, integration platform etc.

Please use free tiers/plans everything in this task can be achieved without spending money on tools.

OAuth Authentication Manual

Registering New Client

Go to

this link⁠

& register a new client. Client type should be - Self Client

⁠

Generate Grant Token (Code) Scope: ZohoBooks.invoices.CREATE,ZohoBooks.invoices.READ,ZohoBooks.invoices.UPDATE,ZohoBooks.invoices.DELETE,ZohoBooks.salesorders.Create, ZohoBooks.salesorders.UPDATE, ZohoBooks.salesorders.READ, ZohoBooks.salesorders.DELETE,ZohoBooks.settings.Create, ZohoBooks.settings.UPDATE, ZohoBooks.settings.READ, ZohoBooks.settings.DELETE,ZohoBooks.contacts.Create, ZohoBooks.contacts.UPDATE, ZohoBooks.contacts.READ, ZohoBooks.contacts.DELETE,ZohoBooks.settings.READ,ZohoBooks.settings.UPDATE,ZohoBooks.settings.CREATE

Scope Description: Invoices, Sales Order, Contacts, Settings Permissions

Click Create to obtain a code.

⁠

Generate Access And Refresh Token in Postman

Replace the following parameters with the values obtained from the previous step. code client_id & client_secret can be found in Client Secret tab in the previous step. The response will return an Access Token (which is valid for 1 hour) and a Refresh Token used to generate a new access token.

Generate New Access Token From Refresh Token

Parameters refresh_token client_id client_secret

Organization ID The parameter organization_id should be sent in with every API request to identify the organization.