Contents
Prerequisites
Key features of "GSTIN Validation"
How to install the "GSTIN Validation for Zoho Bigin"
Setting up OAuth authorization
New fields have been added to the Contacts Module
How to validate the GSTIN in Contacts module
Support
Prerequisites
Key Features of "GSTIN Validation"
- Real-Time GSTIN Verification: Instantly verify the authenticity of a GSTIN with real-time validation against government records.
- Automated GST Data Sync: Automatically pull and update GST-related details like business name, address, and status directly into your Zoho Bigin CRM, reducing manual data entry.
- Error Handling & Alerts: Receive instant alerts for invalid or mismatched GSTINs, helping to quickly resolve discrepancies and ensure compliance.
- Seamless Integration: Easily integrate GST validation into your existing Bigin workflows, allowing for smooth and efficient operations.
- User-Friendly Interface: A simple and intuitive interface that makes GST validation easy for users of all experience levels.
How to install "GSTIN Validation for Zoho Bigin"
- To install the "GSTIN Validation for Zoho Bigin"
- Go to Toppings > Marketplace > All Toppings. All the installed Toppings are listed. under Installed, you can view all the toppings supported by your Bigin.
- Click All Toppings, browse for, and click "GSTIN Validation for Zoho Bigin". Details about the toppings will be available.
- Agree to the Terms of Service
- Authorize GSTIN validation for Zoho Bigin and click Continue.
Choose one of the following, then click Confirm:
- Install for admins only - The topping will only be installed in Bigin for Users with the administrator profile.
- Install for all users - The topping will be installed in Bigin for all users.
- Choose Profiles - The topping will be installed in Bigin for manually chosen users. Choose this option, click Confirm, and then select the desired profiles. The topping will be installed automatically for specified users.
- Click on Confirm.
Setting up OAuth authorization
- To Authorize click on the "Authorize" button
- Click on "Connect" to access the Zoho Services
- Choose the service you want to install and submit it
- Click on the "Accept" button you allow DRE IDC to access data in your Zoho account
- Then the connector will connected
Click Accept
Connection Established
Sl no. | Field Type | Field Name | Comment |
1 | Single Line | Company Type | This field will populate the type of the company |
2 | Picklist | GSTIN Status | This field will populate the status of the GST |
3 | Single Line | GSTIN taxPayer Type | This field will show the taxpayer type |
4 | Single Line | Company Registration date | This field will show the company registering date |
5 | Single Line | GST number | This shows the number of the GST |
Company Type: This field will show the type of company like "Private Limited Company" or "Public Limited Company" etc.
GSTIN Status: This field will show the status of the GST whether this GST is "Active" or "Inactive".
GSTIN taxPayer: Type: This field will show the type of taxpayer.
Company Registration Date: This field will show the registration date of the company.
GST Number: This field will show the GST number.
After installing the topping you will get the new fields that were added to your Contacts module, which are mentioned above.
After creating the record in Contacts you have to validate manually using the button.
Button Name: "GSTIN Validation"
After clicking the button, the widget will appear, and the GST number against the provided location.
Using the principal address or other addresses, you may then update the address. You may see your overall API credit balance, remaining credit balance, and consumed credit balance in this widget.
You must select the Update Address after choosing the address.
To Proceed further, select Yes for prompt "Do you want to Update Address"
You will see a pop-up after updating the address letting you know that the record was successfully updated.
Support
Contact number: +919868329081