How To Integrate WooCommerce With Zoho

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Introduction

WooCommerce is a popular e-commerce platform that allows businesses to sell their products online. Zoho, on the other hand, is a suite of cloud-based applications that includes CRM, inventory management, and accounting software. By integrating WooCommerce with Zoho, businesses can streamline their operations, automate workflows, and gain valuable insights into their sales and inventory data.

In this article, we will discuss how to integrate WooCommerce with Zoho, step by step. We will cover:

  • Setting up the Zoho CRM and Inventory modules
  • Installing the Zoho CRM and Inventory plugins for WooCommerce
  • Configuring the plugins and syncing data between WooCommerce and Zoho

Setting up the Zoho CRM and Inventory Modules

To get started, you will need to sign up for a Zoho account if you haven’t already done so. Once you have an account, you can access the Zoho CRM and Inventory modules from the Zoho dashboard.

Zoho CRM

The Zoho CRM module is designed to help businesses manage their customer relationships. It allows you to create leads, contacts, accounts, and deals, as well as track your sales pipeline and customer interactions.

To set up the Zoho CRM module, follow these steps:

  1. Log in to your Zoho account and click on the "CRM" tab in the top menu.
  2. Click on the "Settings" icon in the upper-right corner, then click on "Setup" in the drop-down menu.
  3. On the Setup page, you can customize your CRM settings, such as adding custom fields and setting up email templates.
  4. Once your settings are configured, you can start adding leads, contacts, and accounts to your CRM using the "Leads" and "Contacts" tabs.

Zoho Inventory

The Zoho Inventory module is designed to help businesses manage their inventory and order fulfillment. It allows you to track your stock levels, create purchase orders, and manage your sales orders and invoices.

To set up the Zoho Inventory module, follow these steps:

  1. Log in to your Zoho account and click on the "Inventory" tab in the top menu.
  2. Click on the "Settings" icon in the upper-right corner, then click on "Organization Profile" in the drop-down menu.
  3. On the Organization Profile page, you can customize your inventory settings, such as adding warehouses and units of measurement.
  4. Once your settings are configured, you can start tracking your inventory levels and managing your orders using the "Items," "Purchase Orders," and "Sales Orders" tabs.

Installing the Zoho CRM and Inventory Plugins for WooCommerce

Once you have set up the Zoho CRM and Inventory modules, you can install the Zoho CRM and Inventory plugins for WooCommerce. These plugins will allow you to sync your WooCommerce data with Zoho, such as customer information and inventory levels.

Zoho CRM Plugin for WooCommerce

To install the Zoho CRM plugin for WooCommerce, follow these steps:

  1. Log in to your WordPress dashboard and navigate to the "Plugins" section.
  2. Click on the "Add New" button, then search for "Zoho CRM" in the search bar.
  3. Click on the "Install Now" button next to the Zoho CRM plugin.
  4. Once the plugin is installed, click on the "Activate" button.

Zoho Inventory Plugin for WooCommerce

To install the Zoho Inventory plugin for WooCommerce, follow these steps:

  1. Log in to your WordPress dashboard and navigate to the "Plugins" section.
  2. Click on the "Add New" button, then search for "Zoho Inventory" in the search bar.
  3. Click on the "Install Now" button next to the Zoho Inventory plugin.
  4. Once the plugin is installed, click on the "Activate" button.

Configuring the Plugins and Syncing Data Between WooCommerce and Zoho

Now that you have installed the Zoho CRM and Inventory plugins for WooCommerce, you can configure the plugins and start syncing data between WooCommerce and Zoho.

Zoho CRM Plugin Configuration

To configure the Zoho CRM plugin for WooCommerce, follow these steps:

  1. Log in to your WordPress dashboard and navigate to the "Zoho CRM" section.
  2. Click on the "Configuration" tab, then enter your Zoho API credentials.
  3. Select the data fields that you want to sync between WooCommerce and Zoho, such as customer name and email address.
  4. Save your settings by clicking on the "Update Configuration" button.

Zoho Inventory Plugin Configuration

To configure the Zoho Inventory plugin for WooCommerce, follow these steps:

  1. Log in to your WordPress dashboard and navigate to the "Zoho Inventory" section.
  2. Click on the "Configuration" tab, then enter your Zoho API credentials.
  3. Select the data fields that you want to sync between WooCommerce and Zoho, such as product name and stock level.
  4. Save your settings by clicking on the "Update Configuration" button.

Syncing Data Between WooCommerce and Zoho

Once you have configured the Zoho CRM and Inventory plugins for WooCommerce, you can start syncing data between WooCommerce and Zoho. The plugins will automatically sync data in real-time, so you don’t have to worry about manually updating your records.

Here are some examples of how data can be synced between WooCommerce and Zoho:

  • When a customer places an order on your WooCommerce site, their information will be synced with Zoho CRM automatically.
  • When a product is added to your WooCommerce site, its information will be synced with Zoho Inventory automatically.
  • When a product is sold on your WooCommerce site, its stock level will be updated in Zoho Inventory automatically.

Conclusion

Integrating WooCommerce with Zoho can help businesses streamline their operations, automate workflows, and gain valuable insights into their sales and inventory data. By following the steps outlined in this article, you can set up the Zoho CRM and Inventory modules, install the Zoho CRM and Inventory plugins for WooCommerce, configure the plugins, and sync data between WooCommerce and Zoho seamlessly.

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