SET UP A CONNECTION BETWEEN WOOCOMMERCE STORE AND ZOHO BOOKS AND ZOHO INVENTORY TO SEAMLESSLY SYNCHRONIZE DATA AND MANAGE IT WITH EASE
Zoho Books & Inventory Integration allows you to connect your store to Zoho Books and Inventory and send your specified data to modules for management. By default, three WooCommerce objects — products, contacts, and invoices — are available for data synchronization. You can create custom objects too. This plugin works hand in glove with the Zoho Books solution. You can create feeds to set rules for collecting data with different objects and organizing Zoho Books modules.
On Top of that, our extension offers bulk, one-click, and manual syncs to send your WooCommerce data to Zoho Books and Inventory quickly and easily.
Note: The plugin accommodates either individual software connections or a combination of both, with identical configuration for Zoho Books and Inventory integration.
WooCommerce Books and Inventory plugin allows you to easily sync discount amount in your orders, ensuring that any applied discounts are accurately reflected in your invoices.
Make sure to enable Discounts at Transactional Level from Settings > Preferences > General in your Zoho Books Dashboard.
With the Zoho Books and Inventory integration, you have complete flexibility to sync anything you need, including product tags. You can easily sync them to any field of your choice, making management more convenient and efficient.
WooCommerce Books and Inventory lets you easily sync both shipping tax, shipping charges/cost details and order tax, whether it’s single or multiple taxes, making overall tax and shipping management simple and accurate.
Note: This feature is currently available only for US data centers, with support for other countries coming soon.
This feature enables seamless synchronization of product stock quantities between Zoho and WooCommerce. Any changes in a product’s stock level in Zoho are automatically updated and reflected in your WooCommerce store.
WooCommerce Zoho Books and Inventory now allows you to sync coupon details, including the Coupon Code, Amount, and Type used by customers during checkout. This feature helps you keep your accounting and inventory up-to-date in real-time, making it easier to track discounts and understand the success of your promotions.
WooCommerce Zoho Books and Inventory Offers feature to sync order notes that are mentioned by customers while placing orders. This ensures all essential details are in one place, so businesses can deliver better service without the need for manual input.
Zoho Books & Inventory allows you to synchronize users’ IP addresses and browser information. This feature enhances tracking and segmentation, enabling you to develop more personalized strategies.
WooCommerce Zoho Books & Inventory gives you the option to automatically create stock adjustments when an order is placed, when a user places an order the stock is automatically adjusted in your Zoho inventory. This smooth integration ensures that your Zoho inventory is instantly updated, simplifying inventory management and reducing the risk of stock discrepancies.
The WooCommerce Zoho Books and Zoho Inventory plugins offer the capability to automatically synchronize your order status when it changes on your WooCommerce Store. This feature ensures smooth order management and improves operational efficiency.
You can Connect WooCommerce with Zoho Books & Inventory simultaneously by Selecting the Both option While Connecting. This can save time and enhance workflow automation.
For example, when you create a simple product, all its details will be synchronized with both the Zoho books and inventory, while generating logs for both simultaneously.
Zoho Books and Zoho Inventory plugins come with feeds that allow you to define data collection and synchronization rules. And according to those rules data is synced over to both software platforms.
Essentially, feeds are data pipelines that continuously transfer data from WooCommerce to Zoho Books, establishing real-time synchronization to keep the modules up-to-date.
By default, three feeds sync the data of these WooCommerce objects.
Zoho Books Integration allows you to customize your feeds using the following options:
Select object: Select the type of Zoho Books and Inventory object you want to sync.
Map fields: Associate WooCommerce fields with Zoho Books or Zoho Inventory fields to sync data.
Add a new field: the extension allows you to add a new field to your feed and configure field type and value.
With Integration With Zoho Books & Inventory, you can synchronize all your existing (historical) data for different WooCommerce objects. It has two methods for manual synchronization: Bulk Data sync and One-Click sync.
All the details regarding your successful and failed data syncs are recorded in the form of logs. You can filter these automatically generated logs as “All” or for “Errors.” You can also schedule their deletion after a set number of days.
Note: By default, logging is enabled. You can disable it if you want.
The log table displays the following details: Woo Object, Woo Object ID, WooCommerce Zoho Object, Zoho Books / Inventory Object ID, and more. You can clear the logs in one go or export the complete list using the download button. To view the logs in Zoho Books and Zoho Inventory, click on the Object ID.
WooCommerce Books and inventory plugin has the option to filter your logs, you can filter them by Default Item Group Feeds, Default Invoice Feeds, Default Contacts Feed, and Default Item Feeds.
When the instant sync feature is enabled, it synchronizes your WooCommerce data to Zoho Books as soon as the specified event for a feed occurs.
You can use the background syncing feature to sync your existing data to Zoho Books and Zoho Inventory every 5 minutes. This helps you reduce your dependency on manual syncing methods and makes the process smoother.
Set the number of days after which the log will be automatically deleted. This is crucial for clearing up space as eventually, piled-up logs will unnecessarily load your Zoho Books Inventory Integration.
You can enable the Zoho Books Inventory integration Plugin to delete all the synchronization data of your WooCommerce site upon disconnection and free up the space.
The Dashboard allows you to monitor the key points of your Zoho Books Integration easily. You can check the Zoho Books Connection Status and Access Token Expiry. Plus, you can renew your token in a single click.
Moreover, you can also see the number of synced Contacts, Items, and Orders and assess the performance of your feeds.
WooCommerce HPOS
Integration with Zoho Books and Inventory is compatible with WooCommerce High Performance Order Storage (HPOS) which is an easy-to-understand solid database structure that uses WooCommerce CRUD design, allowing you to store order data in custom order tables to easily handle Instant and bulk orders and ensure the smooth workflow of your WooCommerce store.
Visit Integration With Zoho Books & Inventory’s documentation to learn more about the features and details of the extension. If you need support or have questions, kindly submit your query.
To set up the connection, log in to your Zoho account and go to the Zoho API console to create a new app. You will get a client ID and client secret ID to set up the connection. You can follow the app setup guide to see the complete process.
The Woo Zoho Books/Zoho Inventory integration plugin comes with the following three default feeds, which sync the respective data over Zoho Books and Zoho Inventory:
Default Contacts Feed
Default Items Feed
Default Invoice Feed
By default, the integration extracts your product data from WooCommerce and syncs them as items over Zoho Books/Zoho Inventory. It retrieves data from WooCommerce orders for contacts and invoices and syncs it over Zoho Books/Zoho Inventory.
You can create custom feeds to sync data to any Zoho Books/Inventory object. To do this, go to the Feed section and click on the “Add new feed” button. This will redirect you to a new feed you can customize based on another listed object and start syncing data accordingly.
Yes, you can sync data manually. There are two options available to sync data manually:
Bulk Data Sync: Sync all the WooCommerce objects of your site to Zoho Books in one click.
One Click Sync: Sync all your site’s new/failed WooCommerce objects to Zoho Books in one click.
In addition to the above options, you can sync individual orders and product data from the order edit and product edit pages.
No, it is not currently possible to connect your WooCommerce store with both Zoho Books and Zoho Inventory simultaneously. You can only use one integration at a time, either Zoho Books or Zoho Inventory.
You can set the duration for the logs to be stored in the “Settings” tab of the WooCommerce Zoho Books Integration Plugin. The logs will automatically be deleted after the set duration.
Most robust integrations support multiple tax rates. However, it's essential to confirm this with your specific plugin's documentation.
When a product is sold in WooCommerce, the inventory level should decrease in both WooCommerce and Zoho Inventory. Conversely, if you receive new stock in Zoho Inventory, the WooCommerce stock level should increase.
Yes, it is technically possible. WooCommerce captures this data, and integration plugins can be configured to transfer it to Zoho Books/Inventory. This involves mapping the User Browser Info and IP address between the two systems.