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1. Integrate zoho books and zoho invoices update#
2. Integrate zoho books and zoho invoices pro#
3. Integrate zoho books and zoho invoices free#

Assign object created/updated/found by one feed to other feed.Assign owner to any object(Contact, lead, account etc) in Zoho CRM.All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc.Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice).Ī module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed.įollowing features are available in Premium version only. For example sending Orders from specific city to Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice).īy default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho.

Integrate zoho books and zoho invoices pro#

This feature is available in pro version only.Īll Woocommerce Orders/Customers/Products are fully synchronized with Zoho. Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice).Įasily export all old woocommerce orders and Customers to zoho in just one click. Zoho(CRM, Books, Inventory, Invoice) Logs If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address.

Integrate zoho books and zoho invoices update#

Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field. For example, send WooCommerce Order to Zoho on Order Completion. Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.Ĭhoose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). Assigning Contact to SalesOrder is available in pro version only.Ĭonnect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts. View screenshots for creating Contact/Account and assign it to SalesOrder.Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice).Send your test entry to Zoho(CRM, Books, Inventory, Invoice).Map required Zoho fields to WooCommerce Order fields.Go to WooCommerce -> Zoho Feeds tab then create new feed.Go to WooCommerce -> Settings -> Zoho tab then add new account.

Integrate zoho books and zoho invoices free#

Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce.