Post data from WordPress to Zoho

 In Documentation

Connect your Zoho account

Go to WooCommerce -> Settings -> Zoho click “New Account” button then select Zoho datacenter and service. Finally click “Login with Zoho” button.

Create a Contact Feed

Install any of our Zoho plugin then create a feed for Contact/Account/Lead. Map required fields in feed , set primary key (if needed).

SalesOrder, Deal, Invoice Feed for Zoho CRM

Create a Second feed for SalesOrder or Deal/Potential or Invoice. Map required fields.

SalesOrder, Invoice Feed for Zoho Books, Inventory and Invoice.

Assign Contact Or Account – Zoho Lookup fields.

Map previously created Contact/Account feed to Contact_Name or Account_Name  lookup fields. Feed trigger (send when order completes etc) should be same in all dependent feeds.

Add WooCommerce Line Items to Zoho

Simply check this checkbox.

Automatically Send Woo Orders to Zoho

You can send orders to Zoho on any WooCommerce event like when order completes. You can open any WooCommerce Order and click “send to Zoho” button for sending data to Zoho.

Sync WooCommerce Products to Zoho

Create a feed , Select “Products” Object then map WooCommerce Product Attributes fields to Zoho Products fields.

Finally select “Product Created/updated” event. When you will create a product or update existing product in WooCommerce , it will be sent to Zoho.

Send historical Orders and Products to Zoho

Install our wordpress to crm addon for bulk exporting historical orders/products. Test first by sending one order/product. it is like manually sending order/product to zoho but this addon applies this to selected orders/products.

Sync Zoho Items and Stock Quantity to WooCommerce

Sync Zoho Order Status to WooCommerce

Send Order data updates to Zoho

Go to Woocommerce > Settings > Zoho and choose any option from settings. When you update customer name or address in woocommerce order , plugin auto sends this to Zoho.

Sync WooCommerce Order Status  to Zoho CRM

Create a feed for Zoho Order/Invoice etc then map zoho order status field in feed and select Event (when you want to send wooccommerce status to zoho).

Mark Order as Paid in Zoho Books, Invoice and Inventory

Create a feed for SalesOrder , Payment and other feed for Invoice then select SalesOrder feed-in Invoices feed(Assign SalesOrder section). Please map one or two fields in Invoices feed otherwise it will not work.

Send Order Currency from WooCommerce to Zoho Books, Invoices and Inventory

Map “Currency_id” field in Contact feed.

Sync WordPress Users to Zoho.

Create a feed , select any zoho Object , map fields from “WP User Fields” section and finally select “WordPress User Created” event. You can map custom user fields too.

Select any wordpress user field and replace field name with your custom user field name.

for finding the field name , open browser developer console (press F12 in Chrome) , select field and copy its name.

Send Shipping as Line Item to Zoho.

Create an item for shipping in zoho then copy its ID from browser url. Finally map following fields in feed.

Send Discount/Refunds as Zoho adjustment.

Set Tax for Zoho Books, Inventory, Invoice.

You can set some fixed tax in feed or map woocommerce tax to zoho tax in Zoho account.

Go to Woocommerce > Settings > Zoho > open any zoho account and Zoho map tax to woocommerce tax.

Set Tax exemption for some items.

Set tax exemption in any zoho item. If tax in woocommerce order is empty then plugin will not send any tax to Zoho and Zoho will auto select tax exemption.

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