Plugin Details
Our Refund Policy
We guarantee 100% satisfaction with our help & support service. However, if our plugin still doesn’t meet your needs, we’ll happily refund 100% of your money within 30 days of your purchase. No questions will be asked.
WooCommerce Integration With Zoho Books
WooCommerce and ZOHO Books Integration is an advanced integration of your eCommerce site with ZOHO Books. Create customers and sales orders with all the line items whenever a WooCommerce order is processed in the checkout page and send those in Zoho Books. It enables the power to integrate between WooCommerce and Zoho Books. Import old WooCommerce order data to Zoho Books in just one click and the rest of the work will be done automatically as per your preference.
If you are looking to enhance your business operations using our form and WooCommerce plugin integrations, you can explore our combo packs section, which offers a variety of options.
Our Refund Policy
We guarantee 100% satisfaction with our help & support service. However, if our plugin still doesn’t meet your needs, we’ll happily refund 100% of your money within 30 days of your purchase. No questions will be asked.
Zoho Books Integration With WooCommerce
A Step-by-Step Tutorial
OverView
Connect your Zoho Books account and WooCommerce
- Install & activate Integration of WooCommerce with ZOHO Books plugin from WordPress.
- Click the Home button.
- From Zoho Books settings enter Integration Name, Data Center, Homepage URL, Authorized Redirect URL.
- To get client Id & secret information go to ZOHO API CONSOLE => Add Client=> Server-based application => Create New Client. Register all the information and get your client ID and secret information.
- Authorize your site.
Mapping Setting:
For mapping, the fields, first select your ‘organization name‘ to which your Zoho account belongs. Now you can sync order details of your site with Zoho Books by mapping the fields regarding your choice. You just have to map those fields only once, after that it will be executed by the plugin automatically.
Map fields for Zoho Books Customers:
Suppose you want to set your customer’s first name as a contact name in Zoho Books. Then select ‘First Name‘ in your WooCommerce checkout field & select ‘Contact Name‘ in the Zoho Books field. You can map multiple fields with Books fields to organize your customer information.
You can also map Zoho Books fields with custom value. There have two type of options to map custom value.
Merge data :
[1. By default, Zoho Books has settings not to allow the same name for contacts. But to work with this plugin more precisely, you have to turn on that setting from the Zoho Books. ]
[2. If you don’t want your customers to get duplicated in Zoho Books, you must map the customer email field. So every time an order has been processed, at first, the plugin will check if the customer with that email already exists in Zoho Books; if it exists, then it gets referenced to that customer; otherwise, the customer will be considered as a new one. ]
Map fields for Zoho Books Sales Order:
When customers place an order from your wooCommerce site a corresponding sales order is created automatically expect the ‘Shipping Charge‘ field. The automated fields are Items & Description, Order ID, Status, Rate, Discount, & Amount. You can customize your sales order area according to your need that how you want to show your customer’s sales order on your Zoho Books account.
Actions:
Status Completed : After mapping all your required fields select the necessary action “Status Completed” to make the order status complete, and then click on the Save button to save your settings.
Add Warehouse & Salesperson : You can select Inventory warehouse from here. Also can be added salesperson according to the sales order from the dropdown list.
Reference Number : Type the custom reference number for sales order , and then click on the Save button to save your settings.
Import to Zoho Setting
In this area, you can set the duration, within which date you can import all data to Zoho Books. For example, you are running a wooCoomerce site since 2019 but you have been using this plugin since 2020. Then if you set Start Date – 1/01/19, End Date – 1/01/2020, Order Status – Confirmed & also set Import Type, after clicking ‘Import Data‘ only mentioned data will be imported to Zoho Books. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button. You can select multiple order status to import orders.
All Logs
- All logs allow admin to see the newly created data which has been placed on the site.
- If user import any old data from your site, these data will also be displayed here.
- Users can sort the columns according to their preference.
- Users can copy all the API response of sales order to clipboard.
