LeverEdge-Zoho Books Integration Automation

Замовник: AI | Опубліковано: 13.03.2026

I’m a Hindustan Unilever distributor who currently exports data from two separate LeverEdge (Retail and Wholesale) instances and then uploads it manually into Zoho Books. I’d like that entire flow replaced by a Python-driven, Zoho RPA-assisted bot that runs end-to-end without human touch. Here is the scope you’ll be taking over: • Dual login sequence – the bot must authenticate into each LeverEdge account one after the other, pull the day’s XML/Excel dumps, and keep the two data sets isolated for reporting. • Nine functional modules must stay in perfect sync: Sales Register, Collection, Product & Party Masters, Purchases, Purchase Returns, Credit Notes, Debit Notes, Tax Analysis, and HUL-specific Scheme calculations. • Data transformation happens in Python (I already have fully built Python scripts that do most of the parsing). You will refine them where necessary, especially around complex GST rules for Maharashtra and HUL’s discount-scheme logic. • Once transformed, records move into Zoho Books through its REST API. You’ll handle OAuth 2.0, refresh-token cycling, and robust error-logging so the sync can run unattended on a schedule. • Navigation or on-screen scraping that Python alone can’t reach should be handled with Zoho RPA, my preferred automation layer. Deliverables & acceptance 1. A single-click (or scheduled) workflow that completes all nine module transfers for both LeverEdge IDs without manual intervention. 2. Source-controlled Python code, Zoho RPA workflow files, and a read-me explaining setup, environment variables, and how to renew the Zoho refresh token. 3. Log files and exception handling that clearly flag failed records while letting the rest of the batch proceed. 4. A brief hand-off session and two weeks of post-deployment bug support. The project is milestone-based and should wrap up in 6–8 weeks. If you have proven track records with Zoho APIs, Python data wrangling, and RPA orchestration, I’d love to see how you can streamline this critical piece of my distribution back-office.