Improving Email Accuracy and Efficiency with Zoho Books Email Validation

Email Validation for Zoho Books

Contents

  1. Prerequisites
  2. Key Features of "Email Validation"
  3. How to install the "Email 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 emails in the Customers and Vendors module with and without Plug-In
  7. Support

Prerequisites

  1. You must be Zoho Books' super admin.
  2. You need Zoho Books Professional Edition or higher is required.

Key Features of "Email Validation"

  1. This extension automatically validates email addresses as they are entered into the system and quickly flags invalid.
  2. Easily validate the recipient's email addresses.
  3. Email validation for Zoho Books offers real-time validation, which ensures that email addresses are accurate before they are committed to the system.
  4. Choose whether your email validations will be automatically processed. You can also do this manually with a button.
  5. Validate up to 1000 emails per month.

How to install "Email Validation for Zoho Books"


Steps involved in installing "Email Validation for Zoho Books"
  1. Open Zoho Books and go to the marketplace.
  2. Search for the "Email 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, you have to choose the "Y" or "N" to perform the "Auto Email validation" 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.









New Fields have been added to the Vendors and Customers module

Customers Module

Sl NoField TypeField NameComment
1Multi-LineMessageThis field shows the message of whether the respected email will receive the emails or not
2DropdownEmail StatusThis field shows the status of the email whether is it "Valid" or "Invalid"

Message: This field shows the message of whether the respected email will receive the emails or not.
Email Status: This field shows the status of the email whether is it "Valid" or "Invalid."



Vendors Module

Sl NoField TypeField NameComment
1Multi-LineMessageThis field shows the message of whether the respected email will receive the emails or not
2DropdownEmail StatusThis field shows the status of the email whether is it "Valid" or "Invalid"

Message: This field shows the message of whether the respected email will receive the emails or not.
Email Status: This field shows the status of the email whether is it "Valid" or "Invalid."



We have inserted the plug-in to validate the emails manually in both the Customers and Vendors modules.

Customers Module



Vendors Module


How to validate the emails in the Customers and Vendors module with and without plug-In

Customers Module

Without Plug-In

If you choose  "Auto Email Validation" as "Y" during installation, the verification will take place automatically without the need for a "Plug-In"; otherwise, you must manually complete the validation by clicking the "Plug-In." After adding a customer, you must reload the page to see the "Message" and "Email Status" sections auto-populated.



With Plug-In

The Plug-In that is present in both the Customers and Vendors Modules must be used in this approach to validate the email. When you click the "" button, a widget will appear where you can view the "Email," "Status," and "Message." You can view "API Usage" separately by clicking the button "API Usage." Once the email has been verified if you want to edit the record, click "Update." 












Vendors Module

Without Plug-In
If you choose "Auto Email Validation" as "Y" during installation, the verification will take place automatically without the need for a "Plug-In"; otherwise, you must manually complete the validation by clicking the "Plug-In." After adding a customer, you must reload the page to see the "Message" and "Email Status" sections auto-populated.



With Plug-In

The Plug-In that is present in both the Customers and Vendors Modules must be used in this approach to validate the email. When you click the "" button, a widget will appear where you can view the "Email," "Status," and "Message." You can view "API Usage" separately by clicking the button "API Usage." Once the email has been verified if you want to edit the record, click "Update." 









Support

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

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