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Setup · Zoho Books / Inventory

Get Zoho Books / Inventory into Narada.

Zoho's report scheduler emails CSV/XLS — but weekly is the shortest interval it offers. Daily numbers need the routine below as well.

A 2-minute export when you want fresh numbers

1

Move in — once

Your whole history in one drop. Zip your ERP's export folder and drop it on your Data page — a zip is 5–10× smaller, and too big to email, which is exactly why it goes there, not to an inbox. Send as much as you have — ideally 2+ years, so the forecasts have a couple of seasonal cycles to learn from. A single file up to 2 GB works too (we split it for you); larger, split it or just zip the folder.

2

Keep it fed — set once

Then the small daily updates, following the steps below. This ERP can't schedule exports, so it's a two-minute routine — honest about that.

The exact steps

  1. 1

    Reports → open the report → Schedule → weekly, attachment as CSV.

  2. 2

    Recipient: sales → your sales address, stock → your inventory address, customers → your customers address, receivables → your receivables address.

  3. 3

    That keeps the slow-moving data fresh with zero effort.

  4. 4

    For daily sales and stock — which is what the alerts depend on — use the routine below, or ask us about the Zoho API.

  5. 5

    Each morning, export yesterday's sales and today's stock snapshot from your ERP. Those are the only two that move daily.

  6. 6

    Drag the files onto your Data page — or just email them (from your phone if you like) to your sales and inventory addresses. Send from an address registered on your Narada account; we only accept drops from people we know.

  7. 7

    That's it. Narada validates overnight. If a file has a problem we fix it on our side — you'll never be asked to re-send.

  8. 8

    Mondays, refresh products, customers and receivables too — or zip your ERP's whole export folder and drop it once. Narada sorts out what's inside.

For whoever runs IT: Zoho's scheduler has no daily option; this is a Zoho limit, not a Narada one.

Your real addresses are waiting in the app.

Open your Data page — it shows the exact addresses for your account, and can email these steps to your IT person in one click.

Open my Data page → Start free