Load Zoho Invoice data to DuckDB

Zoho Invoice is a cloud-based invoicing software providing a REST API for managing invoices, estimates, contacts, and payments. Everything needed to build a working Zoho Invoice → DuckDB pipeline is on this page: the API's base URL, authentication, endpoints, pagination and incremental field — plus a prompt that hands the whole job to your coding agent.

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Build your Zoho Invoice to DuckDB pipeline

Paste this prompt into Claude, Codex, or Cursor. The agent does the rest.

PromptCopy prompt
Run uvx dlthub-init@latest to build a pipeline from Zoho Invoice to DuckDB and run it on dltHub

That scaffolds a dltHub workspace and installs the dltHub AI harness — the project rules, the secrets-management skill, and the dlt MCP server your agent needs to work safely. From there it reads the Zoho Invoice API, proposes the endpoints to load, then writes, runs and validates the pipeline while you review rather than type. Credentials are inspected through MCP tools, so your agent never reads secrets.toml itself. How the LLM-native workflow works →

Prefer to write it yourself? Every fact the agent uses is below.

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Zoho Invoice API at a glance

These values come from the Zoho Invoice API reference — the authoritative source if anything here looks out of date.

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How do I authenticate with the Zoho Invoice API?

Authentication is performed using OAuth 2.0. Requests require an 'Authorization' header with the value 'Zoho-oauthtoken {access_token}' and a custom 'X-com-zoho-invoice-organizationid' header containing the Organization ID.

1. Get your credentials

1. Navigate to the Zoho API Console (https://api-console.zoho.com/). 2. Click Add Client and select the appropriate client type (typically Server-based for integrations). 3. Enter the requested details (Client Name, Homepage URL, Authorized Redirect URI). 4. Upon registration, the console will provide your Client ID and Client Secret. 5. To obtain an access token, use your Client ID and Secret to follow the OAuth 2.0 authorization code flow or client credentials flow as documented for your specific use case.

2. Add them to .dlt/secrets.toml

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[sources.zoho_invoice_source]
access_token = "REPLACE_ME"

dlt reads this file automatically at runtime. With the harness, the setup-secrets skill prompts you for the values and never handles the raw credential in chat. For production, see setting up credentials with dlt.

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What Zoho Invoice data can I load into DuckDB?

These are the Zoho Invoice endpoints dlt can load into DuckDB:

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How do I load only new Zoho Invoice records?

The Zoho Invoice API reference does not document a timestamp or sequence field for these endpoints, so there is nothing to advertise here as verified. Pick a field from the endpoints table above that increases with every write, then set it as the cursor_path.

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{"name": "invoices", "endpoint": {
    "path": "invoices",
    # Replace with a field that increases on every write.
    "incremental": {"cursor_path": "REPLACE_ME", "initial_value": "2024-01-01T00:00:00Z"},
}}

On the first run dlt loads everything from initial_value; on every run after that it requests only what changed and appends with write_disposition="merge" if you set a primary key. See incremental loading.

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What does the generated Zoho Invoice pipeline look like?

A standard dlt REST API pipeline — the same code you would write by hand, loading contacts and invoices from the Zoho Invoice API into DuckDB:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def zoho_invoice_source(access_token=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://www.zohoapis.com/invoice/v3",
            "auth": {"type": "api_key", "api_key": access_token, "name": "Authorization", "location": "header"},
        },
        "resources": [
            {"name": "invoices", "endpoint": {"path": "invoices", "data_selector": "invoices"}},
            {"name": "contacts", "endpoint": {"path": "contacts", "data_selector": "contacts"}}
        ],
    }
    yield from rest_api_resources(config)


def load_zoho_invoice_to_duckdb() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="zoho_invoice_pipeline",
        destination="duckdb",
        dataset_name="zoho_invoice_data",
    )
    load_info = pipeline.run(zoho_invoice_source())
    print(load_info)


if __name__ == "__main__":
    load_zoho_invoice_to_duckdb()

Run it with python zoho_invoice_pipeline.py. The agent iterates on this until it loads cleanly — you review and approve, rather than write it from scratch.

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How do I query Zoho Invoice data in DuckDB?

dlt creates one table per resource. Query the loaded data with Python or SQL — or ask your agent to, through the MCP server's execute_sql_query tool.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("zoho_invoice_pipeline").dataset()
df = data.invoices.df()
print(df.head())

SQL:

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SELECT * FROM zoho_invoice_data.invoices LIMIT 10;

See querying your data with dataset and exploring it in marimo notebooks.

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How do I deploy the Zoho Invoice to DuckDB pipeline in production?

The pipeline runs locally, which is ideal for prototyping and one-off analysis. When you need it on a schedule, monitored on every load, and shared with your team, deploy the same dlt code on the dltHub platform — no infrastructure to maintain. The prompt above already ends with "run it on dltHub", so your agent can take it there directly.

• Deploy & schedule — run the pipeline as a managed job with automatic retries.
• Monitor — observable job queues, alerting, and load metrics for every run.
• Transform — promote raw Zoho Invoice loads into governed, documented models.
• Visualize & share — explore data in notebooks and publish live dashboards instead of static screenshots.

Book a demo →

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What other destinations can I load Zoho Invoice data to?

dlt loads into any of these — only the destination argument changes:

Set dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. On the dltHub platform the same pipeline runs against a managed Iceberg lakehouse. See the full destinations list.

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Next steps

• Ready for production? Book a demo of the dltHub platform →
• dlt LLM-native workflow docs
• REST API source reference
• Join the dlt community on Slack