Inventory for WooCommerce In ZOHO
Inventory for WooCommerce In ZOHO is an advanced integration of your wooCommerce site with ZOHO Inventory. 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 inventory. It enables the power to integrate with WooCommerce and Zoho Inventory. Import old WooCommerce order data in just one click to Zoho inventory and the rest of the work will be done automatically as per your preference.
The mapping feature consists of two types of mappings- ‘Customer (Contact) mapping’ & ‘Sales order mapping’ [ in pro version]. It imports customer & sales order information on ZOHO inventory.
You can set the field name on the Customer Mapping field according to your choice.
When a customer places an order in WooCommerce, some fields (Items & Description, Order ID, Status, Rate, Discount, Amount) will be automatically generated on the inventory plugin except the ‘Shipping Charge’ field. You can set the other field name according to your preference. [ in pro version]
Users can send custom value to the inventory.
You can search the field name regarding your choice.
Admins can see all the placed orders from “All Logs“.
Admins can set multiple orders from a single customer by mapping the customer email field. Thus they can organize all data in a specified way.
Sales Order can be changeable from draft to confirmed.
Admins are allowed to import their old data from their site by setting the start date, end date, order status & import type. No duplicate data issue.
Integration Settings :
Follow the path :
Inventory for wooCommerce in ZOHO => Home => Integration Settings
A. Integration Name : Set the integration name “ZOHO Inventory API“.
B. Data Center : Set the specific ZOHO data center name where you have created your Zoho account. (e.g. : zoho.com)
C. Homepage URL: Enter the URL of your wooCoomerce website.
D. Authorized Redirect URL: Enter the URL in which ZOHO inventory will send the authentication code.
E. Client ID & Secret : To get client Id & secret information go to ZOHO API CONSOL=> Add Client=> Server-based application=> Create New Client. Register all the information and get your client ID & Secret information.
Now click ‘Authorize’ & you are ready to manage all your data with your ZOHO inventory account.
Mapping Settings :
For mapping, the fields, first enter your ‘organization name ‘ to which your Zoho account belongs. Now you can sync order details of your site with Zoho inventory 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 Inventory Customers:
Suppose you want to set your customer’s first name as a contact name in Zoho inventory. Then select ‘First Name‘ in your wooCommerce checkout field & select ‘Contact Name‘ in the Zoho inventory field. You can map multiple fields with inventory fields to organize your customer information. You can set ‘Custom value‘ from where you can send order notes according to the placed order.
Map fields for Zoho Inventory 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 inventory account.
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.
Import to ZOHO settings:
In this area, you can set the duration, within which date you can import all data to inventory. 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 inventory. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button.
All Logs :
All logs allow admin to see the newly created data which has been placed on the site.
If the user imports 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 responses of sales orders to the clipboard.
➤ In the free version you are allowed only to import customer information (Contact).
➤ If any user places orders multiple times then to avoid data redundancy you can map the ‘Email Address‘ with your inventory account. Thus you can avoid the duplicate data issue.
➤ You can change the order status from ‘Draft‘ to ‘Completed‘. By default the orders will be drafted.
➤ Sometimes customers face problems with duplicate names while placing orders. This issue can be solved by following the below paths – Zoho Inventory Settings => Search Preference => Customers & Vendors => Enable “Allow duplicates for customer & vendor display name”. See the attached images :