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Shopify To Zoho Inventory Integration & Automation
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- Опубликовано: 6 авг 2024
- Are you looking to streamline your e-commerce business and increase efficiency? Look no further! In this video, we will walk you through the process of integrating Shopify with Zoho Inventory and automating your workflows.
Here is the code mentioned in the video:
club.zenatta.com/c/code-share...
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🎬 TIME STAMPS 🎬
0:00 Intro
0:43 🛠️ Integration & Set-Up
4:02 📊 Create A Chart Of Accounts In Zoho Books
5:28 📝 Create Custom Function For Payment & Invoice Record
9:26 📦 Create Workflow Rule For New Shopify Order
12:36 🚚 Create Workflow Rule In Zoho Flow For Fulfillment Automation
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An impressive step by step explanation to complete missing function of zoho interface. Thanks a lot for your work !
Great you explain very deeply, I like your guiding method.👍
This is fantastic! Thanks for such a detailed video!
Can you please provide the scopes required to create a connection to zohobooks?
When creating a zohobooks connection I am not sure of which scopes I am supposed to select. Can you please tell which scopes should be selected before connecting zohobooks?
Is it possible to get into the detail of the connection scopes needed between books and inventory for the automation? Need to build the connection in my inventory.
Hi. Can I use different accounting software other than Zoho books?
Amazing! Thanks for a detailed walk thru. Do you offer support if we get stuck in this process ?
Hi Bilal, Yes we do have limited support capabilities in terms of answering any questions you may have. We actually started a community for exactly this over at club.zenatta.com/ . There we can answer questions and you can add screenshares to dig a bit deeper if needed.
Hi, excellent video, I got as far as "connections", my Zoho Inventory has no preloads connections and im not sure what 'scopes" to collect. I just keep getting an error that I haven't selected the right ones.
Hi Nail Artistry Beauty Studio, We did notice that you really needed help by posting this question over on Club Zenatta as well, so we added it to the list on our recent episode of AZAAZ! Click here to jump to our answer.
🎬 - ruclips.net/video/_OH0NGd0Grk/видео.html#t=16m39s
Hi Josh, great video, I want to know your thoughts on Zoho's rule unders preferences, sales orders, sales order cycle then creating an invoice, package and shipment rule. Is that much different than your method or will it achieve the same thing? i think they rolled this out just recently
Hi Orders Shami, Josh discussed your question with a screen share on our most recent Issue of AZAAZ! Click here to jump straight to his response.
🎬 - ruclips.net/video/A6pQTZxhWVs/видео.html#t=34m33s
Thank you for this. How do I do multiple packages in one order? Do you have a resource I could use to do this?
Hi Tyler, Josh answered your question with a quick screen share on this week's AZAAZ! Click here to jump to his answer.
🎬 - ruclips.net/video/ilngmuVDLys/видео.html#t=30m13s
How does the interaction look when an order is voided or refunded? The standard integration just marks it as invoiced & paid, even when it's not. Wondering how this custom automation works compared to the standard integration?
Wondering also how it would work when there is a local pickup?
Hi Mr.StainedGlass! Fro Voids/Refunds, you'll want to set up a separate integration action through Zoho Flow. There are triggers there for most Shopify activities that you can then route into the appropriate place in Zoho Inventory. A refund, for example, would be logged as a credit note.
For local pickup, you'd want to make sure a Package/Shipment are still created against that Sales Order in Inventory. An easy way to automate this would be with a small Creator form, where you select the Sales Order, mark it as "Picked up Locally", then a script could trigger to automatically create the appropriate records in ZInventory
Hi, I already have woocommerce products. How do I move the products to zoho inventory and establish the sync
Hi Soove Gifts, In Josh’s video, the plugin he is using has automatic product sync as a feature in its paid Premium Edition.
Is it possible to skip the Zoho book parts but still create a workflow automation?
Hi Vanessa, Since your question was so closely related to the webinar we did today, we added it to our Q&A! Click here to jump to our answer.
🎬 - ruclips.net/video/Z-fvBfldAnM/видео.html#t=1h14m32s
Hello there! I'm trying to sync zoho+shopify. We do have a zoho plus account but when I click on connect it tells me to create an account
Hi Oliver, We discussed your syncing Zoho & Shopify question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
🎬 - ruclips.net/video/mLnH_H08aKk/видео.html#t=31m51s
Could you do the same or similar process for eBay or Amazon?
Hi Shane, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
🎬 - ruclips.net/video/YJNe5sIEWxc/видео.html#t=31m17s
I have a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory --> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory?
I choose the option to transfer Confirmed and Fullfilled orders but they are still not transferring.
Hi Rashed, Your question was first on the docket in this week's AZAAZ! Click here to jump to our answer.
🎬 - ruclips.net/video/ijI1iK2Wcks/видео.html#t=1m00s
@@Zenatta Thank you so much for the effort you have put into this!! Really appreciate it!
Is there a way to bypass the chart of accounts step?
Hi sherwin, We answered your question on this week's AZAAZ! Click here to jump to our answer.
🎬 - ruclips.net/video/9oUxtEGhJKI/видео.html#t=20m24s
It’s extremely complicated since you have to code ! 😢 bummer
This is definitely not for a business owner, more for a code monkey. It's a shame Zoho makes it so difficult for a small business owner to use the product without having a dev on staff.