Zoho Finance API Integration -- 2

I need a professional who can integrate the Zoho Finance API




Here are our complete technical requirements:

### **1. Core Integration Requirements**
- **API Type**: Bidirectional real-time sync with Ibantek's system
- **Authentication**: OAuth 2.0 with IP whitelisting
- **Data Flow**:
- Card transactions → Zoho Books (accounting)
- Balance updates → Zoho CRM (customer profiles)

### **2. Cardholder Interface Features**
**Transaction Dashboard**:
- Real-time display in local currency (XAF)
- USD balance display (auto-converted using our daily rates)
- PDF statement generation

**Card Controls**:
- Freeze/unfreeze functionality
- Spending limit adjustments

**NEW: SMS Notification System**:
- Triggers for:
- Transaction alerts (XAF + USD amount)
- Low balance warnings (<10,000 XAF)
- Security alerts (unusual activity)
- Delivery protocol: SMPP connection to our telecom provider
- Customizable templates (per customer segment)

### **3. Reporting Modules**
1. Financial Reconciliation:
- Daily transaction matching
- FX exposure reporting

2. Operational Monitoring:
- SMS delivery success rates
- Notification trigger analytics

### **4. Technical Stack & Constraints**
**Ibantek Side**:
- REST API endpoints for:
- Transaction polling
- SMS trigger calls

**Our Zoho Environment**:
- Existing custom modules for:
- Multi-currency handling
- Fraud detection rules

Technology Stack:**
- **Frontend**:
- React.js (Zoho CRM UI Extensions)
- Zoho Catalyst for mobile-responsive components
- Chart.js for transaction visualizations

- **Backend**:
- Zoho Deluge for workflow automation
- Node.js middleware (for SMS/API handling)
- Redis cache for real-time balance updates

- **Database**:
- Zoho Tables (for customer data)
- Amazon Aurora (for transaction archival)

### **2. API Integration Specifications**
**Ibantek Connection:**
- Protocol: REST API (HTTPS/1.1)
- Data Format: JSON with ISO 20022 standards

### **3. User Interface Components**
**Card Dashboard:**
1. **Transaction View**:
- Virtual scrolling list (last 100 transactions)
- Filter by:
- Date range
- Transaction type
- Amount thresholds

2. **Balance Display**:
- Dual-currency panel (XAF/USD)
- Historical graph (7/30/90 day views)

3. **Card Controls**:
- Toggle switches for:
- Freeze/unfreeze
- International usage
- Online payments

**UI Framework Specifications:**
- Mobile-first design (Zoho Mobile SDK)
- Accessibility: WCAG 2.1 AA compliant
- Theme: Customizable via CSS variables.



Ideal Skills:
- Strong knowledge of APIs, particularly Zoho Finance
- Experience with integration of finance applications
- Able to understand and implement complex functionalities

Please get in touch if you can help with this project.