Integrating Woocommerce and Zoho Inventory for Seamless Operation

Description

ProgramMatek offers an advanced integration plugin to effortlessly connect your WooCommerce site with Zoho Inventory. This plugin enables the seamless transfer of data from WooCommerce to Zoho Inventory, streamlining your business operations.

How to Connect Zoho Inventory and WooCommerce?

To integrate Zoho Inventory and WooCommerce effectively, follow these simple steps:

  1. Install and activate the Integration of WooCommerce and Zoho Inventory plugin.
  2. Navigate to the Home button.
  3. In the Zoho Inventory settings, enter the necessary information such as Integration Name, Data Center, Homepage URL, and Authorized Redirect URL.
  4. Obtain your client ID and secret information from the ZOHO API CONSOLE. Simply go to Add Client > Server-based application > Create New Client and register the required details.
  5. Authorize your site by completing the necessary steps.

Organization Selection for WooCommerce and Zoho Inventory Integration

For a seamless integration experience, begin by entering your organization name to which your Zoho Inventory account belongs. Through this WordPress plugin, you can effortlessly sync order details from your WooCommerce site with Zoho Inventory by mapping the fields according to your preferences. Once you establish the initial mapping, the plugin will automatically execute subsequent actions.

Field Mapping Between Zoho Inventory and WooCommerce Customer

Suppose you wish to set the customer’s first name as the contact name in Zoho Inventory. Simply select ‘First Name’ in your WooCommerce checkout field and ‘Contact Name’ in the Zoho inventory field. ProgramMatek’s plugin allows you to map multiple fields with Zoho Inventory fields, helping you organize customer information efficiently. You can also set custom values to send order notes based on the placed order.

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Additionally:

  1. Enable the setting in Zoho Inventory to allow the same name for contacts if you want to work more precisely with this plugin.
  2. Map the customer email field to avoid duplications in Zoho Inventory. The plugin will check if a customer with the same email already exists. If it does, the order will be referenced accordingly; otherwise, a new customer will be created.

Field Mapping Between WooCommerce and Zoho Inventory Customer Sales Order

When customers place orders on your WooCommerce site, a corresponding sales order is automatically created, excluding the ‘Shipping Charge’ field. The automated fields include Items & Description, Order ID, Status, Rate, Discount, and Amount. You can customize the sales order area in Zoho Inventory according to your specific requirements, providing a tailored experience for your WooCommerce customers.

Actions in Zoho Inventory and WooCommerce Plugin

Take advantage of the following actions within Zoho Inventory and the WooCommerce plugin:

  • Status Complete: After mapping the required fields, select Status Complete as the necessary action for order completion.
  • Add Warehouse & Salesperson: Choose an inventory warehouse and add a salesperson based on the sales order from the dropdown list.
  • Reference Number: Assign a custom reference number to the sales order.

Importing Old Data from WooCommerce to Zoho Inventory

Easily import old data from WooCommerce to Zoho Inventory by following these steps:

  1. Set the desired duration within which you want to import data to Zoho Inventory.
  2. Specify the start and end dates for the import process, along with the preferred Order Status (e.g., Confirmed).
  3. Choose the Import Type.
  4. Click the Import Data button to initiate the data transfer. Only the selected data will be imported into Zoho Inventory. You can also select multiple order statuses to import orders.
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Integration of Zoho Inventory and WooCommerce Data Logs

ProgramMatek’s plugin provides comprehensive data logs, ensuring transparency and ease of access. Key features include:

  1. The ability for admins to view newly created records in Zoho Inventory from WordPress.
  2. Displaying imported old data from your WordPress site in the log.
  3. Sort columns based on personal preferences.
  4. Copy all the API responses of Zoho Inventory sales orders to the clipboard.

Experience a seamless integration between Zoho Inventory and WooCommerce with ProgramMatek’s plugin. Click here to explore our website for more information.