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Learn how to seamlessly integrate WooCommerce with Zoho Inventory for efficient inventory management. Follow four simple steps in this guide.
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Step-Wise Guide to Connect WooCommerce to Zoho Inventory WooCommerce is recognized as one of the critical tools for eCommerce businesses. It’s an open-source plugin that provides a free means to transform your WordPress website into a well-functioning eCommerce business platform. However, like other e-commerce platforms, WooCommerce doesn’t provide every feature needed to run your business. One such feature is inventory management. In such a case, you can opt for Woocommerce zoho integration for inventory management. This integration will help you automate inventory management and bookkeeping while eliminating manual data entry. This article will teach you to connect WooCommerce to Zoho inventory in four simple steps. How to connect WooCommerce to Zoho Inventory? Install the Plugin Previously, no ready-made solution was available to connect WooCommerce to Zoho inventory. Fortunately, an easy integration plugin now exists, i.e., WooCommerce Zoho Plugin by CRM Perks.
You just need to connect your Zoho account via the API token and map the WooCommerce Order fields to specific Zoho Object fields. By doing this, you can customize the connections. Set Up Connections Once the installation is complete, you should set up the connections between WooCommerce and Zoho inventory before setting up the feeds. The connections can be used to send information to different Zoho services, such as Zoho CRM, Zoho Inventory, or Zoho Books. Setting up these connections is as simple and quick as signing into your desired Zoho service or integrating the desired Magento 2 extension with Zoho. Set Up Your Feeds The next step is to set up your contact and order feeds. The contact feed will determine what information will be sent from the WooCommerce platform into the Zoho Inventory. Mainly, it’s about what information you want from your customers. You might want to send all necessary contact information collected using the Magento 2 survey extension or bits and pieces. Alternatively, you might look forward to setting up a single dedicated customer on Zoho. This plugin allows you to customize the contact feed according to your specific needs and use case. Once you have set up your contact feed, consider setting up your order feed to handle orders as sales orders or invoices, which are treated differently in Zoho. Again, setting up this will depend on your use case. The number of order feeds you need to set up will depend on precisely what you are doing and who your customer base is. Testing In the last step, you are required to test your connection. It will help you ensure the information is transferred accurately between WooCommerce and Zoho. Incorrect information transfer can hamper inventory management and bookkeeping processes. Here are a few vital things you should test: ● Whether the right quantities are coming across. ● Whether the discounts are appropriately included. ● Whether the shipping charges are being included. ● Whether the correct taxes are being applied. ● Whether the right price book is being applied if used. ● That the single products do not appear multiple times in a specific order.
Conclusion Connecting WooCommerce or Magento 2 with Zoho inventory integration can significantly benefit the eCommerce store owners. You can better manage inventory and record all transactions automatically. Moreover, it saves you time and avoids errors that occur due to manual entry. Contact Us Company Name: Elsner Technologies Pvt Ltd. Address: 3405 Pennsylvania Common, Fremont, CA 94536 USA Phone(s) : 16075244040 Email id: sales@elsner.com Website: https://store.elsner.com/