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CRM Integration For Zoho

Overview

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The WooCommerce Zoho Integration plugin has several handy transaction data processing capabilities, such as the ability to create feeds, map WooCommerce fields to Zoho modules, and synchronize historical data with One-Click and Bulk Sync.

This CRM Integration for Zoho plugin offers feeds, which are a sequence of rules that define how your store data is passed across Zoho CRM and WooCommerce.

The highlighting features of the plugin are –

  • Effective historical and newly created data synchronization.
  • Smooth reconnection utilizing the Re-Authorize option.
  • Easy Bulk Data Sync, One-Click Sync, and Manual Sync available.
  • Can let you download detailed transactional log data in TXT file.
  • Easily record the real-time data at each transaction.

 

Setup and Configuration

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Connecting your WooCommerce store to Zoho CRM involves installing our CRM Integration for ZOHO plugin, creating a Zoho account, and setting a few default data mappings. That’s it, let’s start.

Step 1 – Install the Plugin

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  • Download the .zip file from your WooCommerce account.
  • Log into your WordPress Dashboard and navigate to Plugins > Add New.

plugin install

  • Click on the Upload Plugin button on top and upload the .zip file of the plugin.
  • Install the plugin and click Activate to get started.

Step 2 – Connect to Zoho

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Using the plugin functionality, you can easily connect your Zoho CRM accounts to your WooCommerce store. To connect, simply input your Zoho login details i.e. API Key and API URL in the fields provided.

getting started

If you don’t already have a Zoho account, use the links below and then register and integrate one. For further information, review the links given in the footer section of this page.

connect with zoho

If you’re on this page, it’s safe to assume that your WooCommerce store and Zoho CRM are linked.

Proceed to the next step in the plugin’s integration procedure.

data access

Click on Accept button in the above step to enable WP Swings access over your Zoho account data and help with the integration process.

authorize

The very next step involves the actual integration process with the help of credentials offered. The required details that need to be filled here involve Client ID, Secret ID, Zoho Domain & Redirect URL. Enter all the details in the respective fields and proceed by clicking the Authorize button.

connect your account

The very next step involves creating feeds. If you want to initiate the integration process with all the default feeds listed then hit on the Create Feeds button and proceed with the flow.

create feed

This is the end of your integration initial settings. After the feed creation, you’ll be automatically redirected to the next page.

setup completed

Lastly, after completing all the required processes you’ll be redirected to the Plugin’s actual dashboard, which looks like the page below.

crm integration dashboard

Step 3 – Perform Default Settings

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Feeds

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This is the very next tab in the plugin backend section, this involves you creating feeds that control the overall data synchronization process for your WooCommerce objects.

default feeds

The 6 default feeds respectively, Contacts, Organization, Opportunity, Lead, Assignments, and Projects are provided here.

These feeds enable your WooCommerce store to synchronize data from your transactions over Zoho CRM. Two other options are also available here, described below-

Add Field- From this, you can also create customized feeds in CRM to send data from those other objects.

Reset Default- This would thereby turn all feeds creation process to auto-suggested mode.

Data Sync
This is the next tab in the plugin backend that serves the data synchronization purpose for your WooCommerce store over Zoho This tab offers two data synchronization methods, namely-

Bulk Data Sync- This type of synchronization process involves historical data sync. You can easily make use of this feature available in the plugin if you supposedly contain a large amount of historical data.
As the name suggests, the feature offers easy bulk data synchronization. You just need to provide The specific Object and the respective Feed associated with that in order to get started with the process.

bulk data sync

One-Click Sync- This type of synchronization process lets you easily sync all your missed or failed data and assists you successfully completing your data recording process.

Due to network or other constraints, procedures might miss or fail to record(newly added data) a few data chunks while recording data from your WooCommerce store utilizing Zoho CRM.

one click sync

Simply navigate to the Data Sync tab in the plugin’s backend and select your specified Object and associated Feed to get started synchronizing your existing or newly added data over Zoho using these two alternatives.

Logs

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This is the very next tab available in the plugin backend, which offers a detailed log table of all your data transactions performed.

This detailed report of your sync logs contains descriptive data about the errors that were generated based on various defined criteria like Objects, Object ID, Feed, and so on. Log data consists of an error filter, along with that there are other specifical controls available here in this section i.e. Reload for sync data refresh without reloading the page, Clear Log for deleting the synced log data, and Download for easy downloading the synced data for further use.

sync log

This can be a useful tool for assisting you in having a clear knowledge and analysis of all your recorded transactions, as well as telling you a lot about what went wrong so you can quickly find out the problems and troubleshoot.

Settings

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This is the last tab in the plugin backend section, that offers effective setup options for the plugin features and functionality. It includes setting options like-

Enable Instant Sync- This is the toggle-based feature that offers easy enabling/ disabling of the Instant Sync feature of the plugin.

Enable Background Sync- This is also a toggle-based feature that offers easy enabling/disabling of the Background Sync feature of the plugin.

settings

Enable WooSync Logging- This is a toggle-based functionality that allows you to easily enable/disable the WooSync Log table data in the plugin’s Logs tab just below the synced data log.

Delete Log after X Days- This setting option allows you to input the specified number of days after which you want your Logs data to be cleared automatically.

Wipe Complete data on Disconnect- This is a toggle-based feature that lets you simply enable or disable the thorough deletion of plugin-related data while disconnecting.

Two Way Sync for Products and Orders- Enabling these toggles would allow you to sync the respective status from Zoho CRM to WooCommerce which are requested in the setting. Let’s understand in detail-

Synchronize Product Stock in WooCommerce- If you enable this toggle button to ON, definitely it would allow you to sync your Product Stock-related data from Zoho CRM to WooCommerce with ease or swiftly utilizing the plugin only.

order status and product stock sync on woo

Synchronize Order Status in WooCommerce
If you enable this toggle ON, whenever an Order’s Status is changed in the Zoho CRM, it will sync and reflect over your WooCommerce store as well. As you turn ON the Synchronize Order Status in WooCommerce toggle On you’ll see an additional set of fields titled under—-Map Zoho Order Status to WooCommerce Order Status.

map order status woo n zoho

This extra field involves the input of the Zoho Order Statuses with respect to the Woo Order Statuses at each stage likewise the Created, Approved, Delivered & Canceled. Just fill out the respective order statuses given and hit on the Save button to continue further.

Enable Data Log- This is a toggle-based functionality that allows you to easily enable/disable the Log table data in the plugin’s Logs.

Step 4 – Map WC Data Fields to Zoho Modules

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In order to perform the actual process out of the integration, you need to create feeds first and map them with Zoho CRM modules.

Although 6 default feeds i.e. Contacts, Organization, Opportunity, Lead, Assignments, and Projects are already created while installing the plugin automatically.

Even though you require it, you can easily create custom feeds utilizing the Create Feeds button in the Feeds tab. Let me guide you with the feed creation process in detail here-

Initially, provide a specific name for your feed, that sounds relevant in the Add Title text field given-

crm integration dashboard

These feeds have different options, so you can simply regulate data synchronization using your feed settings.

The following are some of the feed customization options available-

Select Object

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This option allows us to easily select the WooCommerce Object whose meta fields you want to transfer to Zoho object fields.

select object

This is the list of default objects available in the dropdown given for the Select-Object field, do refer to the screenshot below-

object list

Map Fields

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This setup option comprises a thorough feed mapping process that proceeds with the selecting of the object type, i.e. the Zoho modules you would like to associate with your Feed.

map field

The default WooCommerce meta, as well as the relevant object field, will be recommended instantly. Aside from that, you can Add/Delete/Modify the appropriate fields. Retrieve and add accounts in the case of products.

Add New Field

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This option in the feeds mapping involves adding up a new within your feed in order to map further.

add new field

These are the respective field Add New Field options available in the dropdown given, check out the screenshot for more details-

Map Woo Order Statuses

This setting helps you map the order statuses of WooCommerce with Zoho order statuses. This makes sure the order status changes in Zoho CRM if it changes in WooCommerce.

map woo order status

Product Details: This setting lets you send the purchased products data to Zoho CRM with the respective object’s data. For Example, if you enable this setting in the Orders feed, the products purchased in the orders will also sync over Zoho with the orders data.

product detail

Note: This setting appears on those fields where products can be associated.

Primary Field
This option is essential for avoiding repetition and redundancy during receiving data from your WooCommerce store to Zoho CRM.

primary field

For your data submissions, you only need to choose a Primary Field. Any unique identifier, such as an email address or a phone number, can be appended to the Primary Field.

primary field selection list

This data field supports your CRM in identifying updates to your store’s records.

Select Event
In this section of the select event settings, you must choose one event that can easily initiate your data synchronization procedure.

select event

Essentially, Event settings should be used to record real-time data at each transaction.

select event list

This is all about the field mapping settings in the custom feeds section.

Note: You can easily minimize these processes, just click on Reset Default and that would thereby turn all feeds creation to auto-suggested mode.

Tax Setup
This setting lets you set up the tax to make the products taxable.
You need to map your Zoho tax rates with WooCommerce products here.

tax setup

Product/Shipping Details
This option of the plugin offers an easy Product/ Shipping related details update. You can effectively set up your product’s shipping/order as a line item as well as create one shipping product defining the amount with respect to that utilizing the settings here.

product shipping details

Plugin Usage

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Understanding the Automatic Sync

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The WooCommerce and Zoho integration plugin’s main purpose lies in its ability to synchronize your store’s data over Zoho CRM.

True, our plugin provides automated data synchronization, but in order to initiate the automation, there is a toggle-based setting under the backend Settings tab namely Enable Instant Sync, which provides simple and automated data synchronization actually.

If you want to perform the automated data sync for your store’s data then just enable the toggle ON and let your store data sync over Zoho CRM automatically.

Your WooCommerce store-based transactional data will not sync automatically if you supposedly turn OFF the toggle, consequently, you’ll have to manually sync the data and then utilize the Data Sync tab options.

Maintain Flawless Data Synchronization Across Both Platforms

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Many times there is a circumstance when we change or delete specific data from Zoho but forget to sync that on WooCommerce. 

At that time, it’s possible that you’ll encounter an error, such as “Invalid Field to Update,” when you attempt to sync this modified data with WooCommerce in the future. In that case, the data won’t sync.

For such crucial times, we have come up with an easy and outstanding metabox setup option i.e. Reset Zoho Feed Ids.

reset zoho feed ids

Let’s say, if we select Sales Order Feed then the Zoho Feed corresponding to that would automatically be updated with the current Zoho data without any extra effort.

Manually Connect/Disconnect the Integration

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The re-authorize option in the plugin interface helps you with the Zoho CRM connection authorization request. Because the authorization for your WooCommerce store with Zoho expires after 24 hours, you can proficiently stay connected by using the Re-Authorize button.

If you have more than one Zoho account, you can conveniently disconnect one and re-authorize with the other while using the Disconnect button.

FAQs

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Q1. How to Set up the Connection With Zoho CRM?
To set up the connection, you’ll need to log in to your Zoho account and go to the Zoho API console and create a new app. You will get a client ID and a client secret ID to set up the connection.

Q2. What Feeds Do We Get With This Integration to Sync Data?
The plugin comes with the following four default feeds which sync the respective data over Zoho CRM-

  • Products Feed
  • Contacts Feed
  • Deals Feed
  • Orders Feed

Q3. How WooCommerce Data Is Synced Over Zoho CRM?
By default, the integration extracts your product data from WooCommerce and syncs them over Zoho as products. And for Contacts, Deals, and Orders, it retrieves data from WooCommerce orders and syncs it over Zoho CRM.

Q4.Can We Create Custom Feeds to Sync Data?
Yes, You can create your own custom feeds to sync data to any Zoho CRM object.
For this, you need to go to the feed section and click on the “Add new feed” button. It will redirect you to a new feed from where you can customize it to start syncing.

Q5. What Is Instant Sync?
The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly according to the event selected in your respective feed.

Q6.Can We Sync the Data Manually?
Yes, you can sync data manually. There are 2 options available to sync data manually-

1. Bulk Data Sync: Sync all the WooCommerce Objects of your site to the CRM in One Click.

2. One-Click Sync: Sync all the New/Failed WooCommerce Objects of your site to the CRM in One Click.

Along with the above options, you can also sync individual Orders data from the Order edit page.

Q7. Can Stored Log Data Be Deleted Automatically?
You can set the duration you want to store the logs in the “Settings” tab. The logs will automatically be deleted after the set duration.

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