How To Integrate WooCommerce With Zoho Crm

Plugin Installation

  1. Purchase and download the plugin .zip file from your account or your email.
  2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the plugin.

Create connection from Woocommerce to Zoho

Go to WooCommerce > Setting > Zoho and click “Add new connection”

Fill connection detail as below then click “Save changes“:

  • Environment: Zoho data center (Global. Us, EU, Australia, Japan is supported)
  • Service: Crm, Inventory, Books, Invoice is supported.
  • Api supplier: Choose default or use your own connected app.
  • Generate default mapping: If choose “Yes”, mapping feeds for product, account, contact, sales order will be generated automatically.

Click “Save changes”, you will be redirect to the login screen of Zoho to finish making connection.

After successful login, you will be redirected back to WooCommerce and that’s all you need to do.

Create mapping feeds

By default, mapping feeds for product, account, contact, sales order will be generated automatically when you create an connection, but you can create it manually step by step as below:

1. Create mapping feed for Zoho product module

Go to Zoho > Zoho mappings and click “New mapping

First, select a connection and select “Products” as target Zoho module:

Next, select an event to fire this mapping feed. We have some options:

  • When an order is created
  • When order’s status changed
  • When product is created
  • When a customer registered

But in this case we should chose “Woocommerce Product Created/Updated”.
If you check the checkbox “Manual sync”, the current mapping will run manually.

With each Salesforce field, we select an equivalent field of woocommerce to map.

On the left dropdown list, you can select mapping option, on the right, you select WooCommerce’s source data. We have some options:

  • Default mapping: One to One mapping.
  • Custom mapping: You can custom or combine multi WooCommerce fields to one Salesforce field.
  • Picklist value: Used to select a value for Checkbox, Boolean or picklist field.
  • Relation: Used to select a mapping that contains the parent record of the current mapping
  • Pick a Salesforce value: Used to select a parent record for reference field

By default, only the required fields of Zoho module will be shown. If you want to add more fields, click button “Add fields” at the section’s bottom:

Select a primary key to prevent duplicate data (optional), with products module, we select “product code” as key:

Finally, click “Publish” for this Product mapping feed:

2. Create mapping feed for Zoho account module

For account mapping feed, do the same as product mapping feed:

  • Select Accounts for target Zoho module (object)
  • Select “When user submits the order” for “select event”
  • Select “Order” for “Select Order or Order items?”
  • Select “Account name” for prevent duplicate key.

3. Create mapping feed for Zoho contact module and link it to account

  • Select “Contacts” for target Zoho module (object)
  • Select “When user submits the order” for “select event”
  • Select “Order” for “Select Order or Order items?”
  • For the contact module, we need to link it to the corresponding account record. To do this, at the “Account name” field, select “relation” for mapping type dropdown on the left and select “(Crm) Accounts” for mapping value dropdown on the right.
  • Select “Email” for prevent duplicate key.

4. Create mapping feed for Zoho Sales order and link it to account and contact

  • Select “Sales Orders” for target Zoho module (object)
  • Select “When user submits the order” for “select event”
  • Select “Order” for “Select Order or Order items?”
  • For the sales order module, we need to link it to the corresponding account and contact record. To do this, at the “Account name” and “Contact name” field, select “relation” for left dropdown and select the corresponding mapping feed on the right dropdown like picture below.

5. Create mapping feed for Zoho Sales order items and link it to parent order and product

  • Select “Ordered_Items” for target Zoho module (object)
  • Select “When user submits the order” for “select event”
  • Select “Order item” for “Select Order or Order items?”
  • For the ordered items module, we need to link it to parent sales order and the corresponding account. To do this, at the “Parent_Id” field, select “relation”as mapping type and “(Crm) Orders” as mapping value and at the “Product name” field select “relation” as mapping type and “(Crm) Product” as mapping value.

Real time and asynchronous sync mode

By default, sync process will be run on client’s main request and this will cause a slight delay. You can change the value of the “sync timing” to “Real time on background (Async)” or “Cron job interval”

  • Real time on client transaction: sync will be run on client’s main request and cause delay.
  • Real time on background (Async): sync will be run asynchronously and no delay.
  • Cron job interval: bulk sync every 5 or 10 minutes.

Sync history data

Select a date range and what data to be synced:

Filter by sync status and view sync log

You can use this dropdown to filter out records by sync status at the orders or products list page:

Sync log is displayed at the bottom of the order detail and product detail page:

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