Email Verification for Zoho Books: Enhance Communication and Contact Managemen

Customer and Vendor Email Verification for Zoho Books


Notes

Prerequisites 

  1. You must have Zoho Books Super Admin access.
  2. You need Zoho Books Professional Edition or higher is required.

 

1. Introduction 

Email Validation for Zoho Books ensures accurate email addresses for seamless financial communications. By verifying emails in real-time, this extension reduces bounced emails, enhances contact management, and improves the reliability of your interactions within Zoho Books.

2. Getting Started

2.1 Create Account in QuickEmailVerification

Follow these steps to Create an Account :

  1. Go to the https://quickemailverification.com/register 

  2. Enter necessary information and click to "create my account" button.


  1. Navigate to "API Settings" in the left sidebar, then generate an API key and proceed to copy it.

  2. Enter the API Key during the extension installation process.



2.2 Installation

Follow these steps to install the Vendor Bank Verification Extension:

  1. Log in to your Zoho Books account.
  2. Navigate to the Extension Marketplace.
  3. Search for "Email Verification for Zoho Books" and select the appropriate extension.
  4. When you click "Install," you'll be prompted to enter the API Key generated from QuickEmailVerification into the designated field.
  5. You'll be prompted to authorize the connector.

3. Key Features  

  1. Real-Time Verification: Instantly validate email addresses as they are entered.
  2. Seamless Integration: Works directly within Zoho Books for easy email management.
  3. Improve Accuracy: Keep your contact list up-to-date with automated validations.
  4. Boost Reliability: Enhance email delivery rates and maintain professional reputation.

4. Step by Step Guide 

  1. Step 1: Visit Zoho Marketplace:  Begin by navigating to the official Zoho Marketplace website: https://marketplace.zoho.com/home


  1. Step 2: Search for the Extension Product: Utilize the search function to locate the desired Extension Product by entering its name in the search bar.

  • Step 3: Select the Product: Carefully review the details and specifications of the Extension Product. Once satisfied, click on the "Buy Now" or "Install Application" button, depending on the available options.


  • Step 4: Proceed to Payment: Upon selecting the product, you will be directed to the payment page. Provide the necessary payment information and follow the prompts to complete the transaction securely.


  • Step 5: Confirmation and Installation: After successful payment, you will receive a confirmation of your purchase. Follow the provided instructions to install the application.  
Post-Payment  Instructions:
  1. Configure Settings: Adjust configurations based on the specific needs of the user or organization.
  2. Upon successful payment, a Terms and Conditions form will be displayed on the screen.







  1. Paste the Email Verification API key that you generated previously.


5. Functionalty

To validate Email in the Customers or Vendors Module, follow these steps:

  1. Open the Customers or Vendors module.
  2. Either use the existing Email or enter new Email into the respective fields.
  3. Save the record.
  4. Locate the "Verify Email" button in the top right corner of the screen.
  5. Click the "Verify Email" button to initiate the verification process.
Once the verification is complete, the status will be updated to either "Valid" or "Invalid." You can also view the Email in the pop-up window.






  1. If you have not entered Email and click the "Verify Email" button, the following message will be displayed:

  1. If you haven't entered incorrect Email and click the "Verify Email" button, the following message will be displayed:




 Support 


6. Conclusion  

Thank you for choosing our Email Verification Extension for Zoho Books! We hope this guide helps you make the most out of the extension. If you have any feedback or suggestions, feel free to reach out.

 

  

 

We offer a range of services in Business Process Management, Talent Management, and Zoho Services. Our approach involves Strategy & Consulting, Discovery & Roadmap, Solution, and Implementation to ensure a seamless digital transformation for your business.