<blockquote>SYNC YOUR WOOCOMMERCE STORE DATA OVER ZOHO CRM TO TRACK, MANAGE TO ANALYZE IT WITHOUT ANY HASSLE</blockquote>
<ul class="wccom-tick-list-primary">
<li>Easily sync Contact Form 7 Submission with Zoho CRM, Customize form fields and map them to Zoho Object for smooth integration.</li>
<li>With features like historical batch data sync, one-click sync, manual sync, and instant sync, effortlessly transfer data from WooCommerce to Zoho CRM for enhanced efficiency.</li>
<li>Establish connections between Zoho CRM and WooCommerce by mapping Zoho fields to WooCommerce fields.</li>
<li>View the syncing log detailing the complete data transfer process to Zoho CRM, ensuring transparency and accountability in your synchronization process.</li>
</ul>
<blockquote>Note– Zoho CRM Integration handles CRM functionalities. For books and inventory, try our <a href="https://woocommerce.com/products/integration-with-zoho-books-inventory/">Zoho Books or Inventory Integration</a>.</blockquote>
<h3>Features Of WooCommerce Zoho Integration</h3>
<h4>Feeds To sync WooCommerce Data</h4>
The Woo Zoho CRM integration plugin comes with feeds you can use to sync the data of your WooCommerce objects to Zoho CRM. By default, you get four feeds that sync the data of these objects. 
<ul>
<li style="font-weight: 400">Products </li>
<li style="font-weight: 400">Contacts </li>
<li style="font-weight: 400">Deals </li>
<li style="font-weight: 400">Orders </li>
</ul>
Note: Besides the predefined feeds, you can also generate custom feeds to seamlessly synchronize data for additional objects like Invoices, Accounts, and more.
<h3>Synchronize</h3>
You can sync all your existing (historical) data using the Woo Zoho CRM.
1. Synchronize SKU in Sales Order 
With our Zoho integration plugin, you can sync SKU details in sales order line items using the default sales order feed. You can also enable or disable this feature as per your convenience. 

2. Sync Tax Details 
You can sync tax details on order in line items. This tax is not associated with any product-related tax; this feature will sync the tax that is being applied to the order, and it will show along with the order line items. You can enable or disable this feature as per your requirement, and you can also choose to sync the tax details in parallel to the subtotal. 

3. One-click sync 
Sync newly added data or data that didn’t sync in the last process Click on the Select Woo Object Type dropdown to choose the object, select the feed, and start the syncing process.
4. Bulk Data Sync 
Sync all data of the WooCommerce object. Select the object and related feed to start sending your existing data over Zoho CRM.
5. Date Range For Bulk Data Sync 
Easily bulk sync data within a custom date range by selecting your desired start (From Date) and end (To Date) dates.
6. Instant Sync 
The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly. (This depends on the event you select in your feed settings.
7. Two-Way Sync for Products Stock Quantity and Orders 
This feature allows you to sync the product stock quantity and sales order status from Zoho CRM to WooCommerce. Whenever a Product’s stock or an Order’s status is changed in the Zoho CRM, it will sync and reflect over your WooCommerce store as well.
8. Two-Way Deletion for Simple and Variable Products 
If you move a simple or a variable product to the trash in your WooCommerce store, it becomes inactive in Zoho CRM. Likewise, if a product is marked inactive in Zoho CRM, it gets moved to the trash in WooCommerce. The same goes for restoration if you restore a product from the trash the product will be reactive in Zoho CRM and vice versa. The product will be completely deleted if you delete it from Zoho CRM or WooCommerce
Note: Product will not be deleted in Zoho CRM if it’s already included in an Order.
9. Two Way Product Syncing 
With two-way syncing, any changes made to products in WooCommerce by admins will also be updated in Zoho CRM. Similarly, if a new product is created manually in Zoho CRM, it will automatically appear in WooCommerce and Vice Versa
10. Sync User Browser info and IP address 
You can create fields in the contact feed and map them to Zoho CRM to Sync the User’s IP address and Browser info. This can help enhance tracking and segmentation capabilities for personalized engagement and analysis.
11. Background Sync 
With the background sync feature on, you can sync your existing data in the background over Zoho CRM every 5 minutes using the Bulk Sync feature. This feature helps you when you don’t want to initially sync the data while setting up the integration with Zoho CRM.
12. Abandoned Cart Synchronization 
A new tab has been added that allows you to sync your guests and logged-in users’ abandoned cart data with Zoho CRM. You can enable or disable this feature as needed, set the cart abandonment time, delete abandoned cart data from your store after a specified period, and store the data in an HTML-encoded format. 
Note: An abandoned cart feed will be created automatically when you set up the plugin, including all the respective fields.
13. Multi-Currency Support 
With multi-currency support, you can activate the multi-currency setting in Zoho. Once enabled, a new currency field will appear in your sales order feed from here you can sync orders in multiple currencies.
<h3>Comprehensive Logging</h3>
The Log tab shows you a complete overview of all your WooCommerce data that was successfully synced to Zoho CRM or failed to sync.
1. Enable/Disable Logging 
You can enable/disable sync logging at your convenience using this Zoho WooCommerce integration plugin. Along with that, you can also set the time you want to store logs. The logs will automatically be deleted after the set number of days.
2. Sync Log Section 
The Sync Log section displays details like Feed, WooCommerce Object Woo Object ID, Zoho Object, and more. All these details make it easy to identify & resolve errors that occur in synchronization.
3. Zoho Data Log 
The Zoho Data log displays the details whenever a Product’s Stock or Sales Order is updated over Zoho CRM and it is synchronized in WooCommerce (provided the respective options are enabled in the settings tab).
4. Woo Sync Logging 
You can easily enable or disable your log creation for the WooCommerce-based synced data over your Zoho CRM. Once you want to check your synchronized WooCommerce data over Zoho CRM for your log maintenance, you can utilize the data from here.
<h3>Mapping</h3>

1. Assign Leads to Campaign 
Sync your leads and contacts with Zoho CRM campaigns to simplify targeting and improve campaign tracking. 

2. Assign Owner to Module 
Assign and sync data with the module owner in Zoho CRM for better organization and ownership clarity. 

3. Sequential Events For Feeds 
With the Zoho CRM Integration plugin, you can create sequential events that trigger based on your defined feeds. For example, if you setup a sequential event “After Default Deals Feed” and link it to the Default Sales Feed, the Default Sales Feed will automatically sync right after the Default Deals Feed is synced
4. Send the Total Amount Spent by Users 
Create feeds for Contacts and Orders Zoho objects and map fields to capture the total of completed orders by any customer and send it over to Zoho CRM. This will help you keep track of the conversion history of users.
5. Update Product Stock When The Order is Synced. 
Zoho CRM integration will automatically update the product stock when the order is synced. If any user has purchased a product from the shop, the total quantity of the product will be reduced and automatically get synced to the Zoho CRM.
6. Send Product Tags to Zoho Products 
The Woo Zoho CRM integration plugin allows you to map fields for syncing product tag data from your WooCommerce store to your Zoho CRM products. So, any product tags you create in WooCommerce are sent to the Products object in Zoho.
7. Sync User Roles (Customer) 
The Zoho WooCommerce Integration plugin syncs WordPress user roles that are assigned by website administrators. For efficient Website management, it is important to have individuals oversee specific sections using the special privileges provided by the admin.
8. Sync Coupon Details 
Zoho CRM integration allows you to sync coupon details like Coupon Amount, Coupon Type, and Coupon Code. Syncing coupon details enhances your customer relationship management by tracking discounts effectively.
9. Sync Coupon Discounts in line Items 
You can enable the Discount line item settings to show the coupon amount details parallel to each line item. Otherwise discount will sync in parallel to the total and subtotal fields.
10. Sync Order Notes by Users 
Woo Zoho Integration makes it easy to send Order Notes to Zoho CRM that are mentioned by customers while placing the order.  This helps keep all the important info in one place, so businesses can give better service without wasting time typing stuff in manually. 

11. Sync Tax Details On inline items 
Woo Zoho Integration allows you to sync Tax details on in line items through product mapping. This could be beneficial in ensuring accurate tax reporting and compliance.
 

Note : Tax will only sync on in line items and it will be associated with the Product, so firstly we have to do mapping of tax setup in the product feed and then sync the product. After that tax will be synced along with the product and will reflect in sales order line items. 

10. Sync Coupon Discount in Both (In line items and Subtotal field) 
WooCommerce Zoho integration gives you the option to activate the “Sync Coupon Discount in Both” setting, which will display the coupon discount information in both, inline items as well as parallel to the subtotal field.
<h3>Conditional Filters</h3>
Applying conditional filters on the feeds will make sure that the data will sync over Zoho CRM only if the set conditions are met. 
You can select the fields and type of condition and then add the values to determine your condition. Also, you can add multiple AND OR filters in your condition.
<h3>ZOHO CRM Integration Compatibilities</h3>
1. Contact Form 7 
You can sync CF7 form submission data over to Zoho CRM. The integration is established after installing and activating the Contact Form 7 plugin. You can tailor your form fields to get the desired responses. Also, you can map your custom fields and connect them with Zoho objects.
2. WooCommerce Subscriptions 
Our WooCommerce Zoho CRM integration solution is compatible with WooCommerce Subscriptions. The compatibility easily transfers subscription order details from your WooCommerce store to Zoho CRM.
3. WooCommerce Memberships 
The WooCommerce CRM Zoho Integration plugin integrates smoothly with the WooCommerce Membership plugin. Users can create custom feeds and map membership data to field value options, including membership plan ID, user ID, creation time & date, membership status, detailed product information, and more.
Plus, we’ve introduced the “membership saved” event, which users can utilize to trigger feeds for syncing key order details.
4. WooCommerce HPOS 
CRM Integration for ZOHO is compatible with WooCommerce HPOS. It uses WooCommerce CRUD design to store order data in custom order tables to ensure the smooth workflow of your WooCommerce store when your order volume is high.
5. Coupon Referral Program 
Our Zoho CRM integration plugin is Compatible with the coupon referral program, this compatibility allows you to sync referral coupons created via CRP plugin.
<h2>Benefits of Our WooCommerce Zoho Integration</h2>
<h3>1. Hassle-free setup and interface</h3>
This Woo Zoho CRM Plugin is easy to set up. You don’t need to be a tech nerd to install and use it in your WooCommerce store.
<h3>2. Quick and easy data sync </h3>
Sync all your WooCommerce data to Zoho CRM in no time. You can synchronize your existing and upcoming WooCommerce data to Zoho quickly. 
<h3>3. Auto Update the Deleted Feed Data</h3>
The plugin’s Reset Zoho Feed ID metabox settings simplify syncing and updating data, even if changes were unintentionally made. It ensures smooth data feed synchronization. 
<h3>4. Save time you waste solving complex errors </h3>
The Zoho integration with the WooCommerce plugin provides a detailed error log report that helps you identify the cause of errors. It cuts the time you spend finding and correcting errors. 
<h3>5. Get Full Control Over Your Data</h3>
With the Woo CRM Zoho Integration plugin, you gain full control over mapping fields, order statuses, events, and more. Dictate what data syncs over CRM for each object.
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/crm-integration-for-zoho/" target="_blank" rel="noopener">CRM Integration For Zoho Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.

CRM Integration For Zoho

Connect your WooCommerce store with Zoho CRM to sync your data over Zoho for smoother management with Zoho CRM integration.

<blockquote>MANAGE YOUR EXPENSES BETTER WITH QUICKBOOKS INTEGRATION</blockquote>
QuickBooks Integration for WooCommerce connects your WooCommerce store to WooCommerce QuickBooks online. This integration allows you to sync data from your online store to the platform. It syncs the data for objects like Orders, Customers, and Products as per the modules of QuickBooks. This QuickBooks WooCommerce connector allows you to create Customers, Items, and Invoices on the platform.
<blockquote>Note: QuickBooks Integration for WooCommerce Plugin works only with QuickBooks Online.</blockquote>
<h3>Benefits</h3>
<ol>
<li style="font-weight: 400">Easy to set up: This QuickBooks WooCommerce connector is super easy to set up and use- even for those without any technical skills can integrate it to start syncing their data.</li>
<li style="font-weight: 400">Seamless data sync: The QuickBooks Integration for WooCommerce plugin provides frictionless data synchronization with QuickBooks.</li>
<li style="font-weight: 400">Detailed sync logs to save error-resolving time: This QuickBooks Integration plugin provides a complete sync log report that helps you easily recognize errors and quickly resolve them.</li>
<li style="font-weight: 400">Complete control over data: QuickBooks Integration with WooCommerce lets you map fields for QuickBooks accounts, events, etc., in an object’s feed. This enables you to control the data you want to sync and select the event that triggers the synchronization</li>
</ol>
<h2>Features</h2>
1. Sending Invoice To Unpaid Order
Using QuickBooks integration for WooCommerce, you can send invoices via email for unpaid orders. This will trigger automatically upon purchase, if you have enabled the option, but you can also send this manually via quickbooks dash
<h3>2. Sync SKU in Items and Invoices</h3>
Easily sync SKUs in items and invoices with our QuickBooks integration plugin. You can enable or disable this feature directly from the plugin’s settings. If your product has an SKU, it will automatically sync with invoices and items.
Note: To use this feature, ensure the “SKU for Invoices” option is enabled in your QuickBooks dashboard. Go to Settings > Account and Settings > Sales > Products and Services, then check the “Show SKU Columns” option.
<h3>3. QuickBooks Customer Balance Report</h3>
You can now view detailed reports of all customers you’ve created invoices for, whether through QuickBooks or WooCommerce. Each customer’s report shows the total amount from all invoices, which updates automatically when a new invoice is added or a payment is made. You can also filter these reports till the selected date to track transactions more easily.
<h3>4. QuickBooks Account Mapping on Product Level</h3>
QuickBooks WooCommerce Integration plugin has the option to map your account details, along with mapping your products on the feed level. Now, you have the option to map individual accounts on the product level. You can map asset account, expense account, income account, and deposit account on individual products. If these details are not specified on the product, account mapping will work as usual on the feed level. This helps keep your finances accurate, organized, and saves you time by reducing mistakes.
<h3>5. Sync Payments Details</h3>
WooCommerce QuickBooks Integration plugin automatically syncs payment details with QuickBooks. Once a payment is made in WooCommerce and an invoice is generated, the payment information is synced, ensuring accurate and up-to-date financial records.
<h3>6. Sync Partial Refunds</h3>
With the QuickBooks Integration plugin, you can sync partial refunds. Whenever an order status changes to “refunded,” the refund details—whether partial or full—are automatically synced with QuickBooks. This ensures accurate financial records and effortless refund management.
<h3>7. Quickbook Invoices for Customers</h3>
Our QuickBooks Integration plugin adds a dedicated tab to the “My Account” page, allowing customers to easily download their Quickbooks invoices directly from their accounts. This feature simplifies the invoicing process, saving time and enhancing customer convenience.
<h3>8. Sync Product Categories</h3>
With our QuickBooks integration plugin, you can easily sync both parent and child categories that are assigned to your products. Once synced, these categories will show up under the products in your QuickBooks dashboard, making it easier for you to manage your product info ensuring that it is both accurate and updated. That makes it easier to handle your product information and monitor categories in QuickBooks.
<h3>9. Two Way syncing for WooCommerce Products</h3>
Quickbooks Integration for WooCommerce has the option for 2 way syncing the products. You can pull the products created in QuickBooks with one click and enable the option to create the products in your WooCommerce store.
Plus, if merchants have concerns related to stock management they can also enable and disable product stock sync.
<h3>10. Two-Way Deletion For WooCommerce Products</h3>
When you move a product to the trash in your WooCommerce store, it becomes inactive in Quickbooks. Conversely, if a product is marked as inactive in Quickbooks, it is moved to the trash in WooCommerce. Furthermore, restoring a product from the trash in WooCommerce reactivates it in Quickbooks, and vice versa. 
<h3>11. Sync User Browser Info and IP address</h3>
You can set up fields in the feed and map them to QuickBooks to synchronize the user’s IP address and browser information. This helps in smooth integration and more accurate tracking of user data.
<h3>12. Syncing of WooCommerce Current Base Currency to QuickBooks</h3>
The invoice currency will be the same as the base currency of the WooCommerce order.
<h3>13. Compatibility With Fox Currency Switcher Plugin</h3>
Similar WooCommerce order currency will sync over QuickBooks. For instance, if WooCommerce base currency is UGX and it is switched to dollar via currency switcher while placing the order. Then, in this case, the currency will be synced as dollars and vice versa.
<h3>14. Compatibility With WooCommerce HPOS</h3>
Quickbooks integration for WooCommerce is compatible with WooCommerce High-Performance Order Storage (HPOS) is an easy-to-understand and solid database structure that uses an alternative storage mechanism for Order Tables to ensure the smooth workflow of your WooCommerce Store.
<h3>15. Syncing of Tax Value and Tax Rate</h3>
Now, tax value and tax rate will be synced to QuickBooks invoices along with the orders based on this latest feature of syncing tax value and tax rate. It aids in syncing QuickBooks with the tax details. To sync correctly with the orders at both ends, the same tax rate must be created at the QuickBooks invoice end as well. 
<h3>16. Condition Filter in Feed</h3>
With the help of QuickBooks Integration for WooCommerce, you can sync your data according to your preferences by applying filters over feeds. There are a wide variety of filters available for you. Filter the feeds according to dates, exact matches, numbers, texts, and much more!
<h3>17. Invoice Status</h3>
Create customers and invoices automatically with updated status whenever purchases are made on your WooCommerce store with QuickBooks invoice status. Once the order or payment is done on your WooCommerce store, this new functionality will instantly update the status of the invoice in QuickBooks as PAID.
<h3>18. Filter For Errors</h3>
As you already know, this Woo QuickBooks Integration plugin provides a full sync log report that enables you to identify errors within seconds. This filter for error feature will allow you to filter out all those errors from the logs area during data syncing.
<h3>19. Shipping Charges Syncing</h3>
No more manually entering invoices, customers, or goods. Now, there are no synchronization restrictions as this QuickBooks plugin provides an infinite real-time sync of orders, customers, inventory, and shipping charges.
To enable shipping charges syncing, you need to go to Settings > Account & Settings > Sales > Sales Form Content, and ensure the checkbox for Shipping is checked.
<h3>20. Sync WooCommerce object data with feeds</h3>
This QuickBooks integration plugin provides you with feeds that control the data synchronization process for WooCommerce objects. You can configure these feeds to sync your data as per your needs. Feeds for objects include:
<ul>
<li>Customers</li>
<li>Products</li>
<li>Invoices</li>
</ul>
These feeds consist of multiple settings you can use to control data synchronization. The following are some of the options for customizing feeds.
Select object
<ul>
<li>Choose the type of QuickBooks object you want to send your data in</li>
</ul>
Map fields
<ul>
<li>Map QuickBooks fields to WooCommerce fields</li>
</ul>
Add new field
<ul>
<li>Add a new field to your feed</li>
</ul>
Primary field
<ul>
<li>Select a field that will work as a primary key</li>
</ul>
Select event
<ul>
<li>Choose the event that will trigger the data sync process</li>
</ul>
Map QuickBooks account
<ul>
<li>Map your Income, Expenses, Assets, and Deposit account</li>
</ul>
<h3>21. Sync historical data</h3>
The historical data sync feature in this integration allows you to sync your existing WooCommerce store data on QuickBooks. There are two different methods to sync historical data.
One-click sync
<ul>
<li>Sync newly added or data that failed to sync previously</li>
</ul>
Bulk data sync
<ul>
<li>Sync all data of the WooCommerce object</li>
</ul>
Select the object and related feed to start sending your existing data over WooCommerce QuickBooks online.
<h3>22. Detailed sync logs</h3>
QuickBooks Integration for WooCommerce plugin provides a comprehensive report of your sync logs. This log report includes a detailed description of errors with parameters like Objects, Object ID, Feed, etc. This tells you what went wrong and helps you figure out the error and troubleshoot it.
<h3>23. Instant sync</h3>
Connect WooCommerce to QuickBooks for instant syncing. You can quickly sync your WooCommerce data to QuickBooks. The instant sync feature depends on an event to trigger data synchronization. For example, if you select the “Product Created” event, your data will sync over QuickBooks whenever a new product is created.
Disabling Instant sync will require you to sync your store’s data manually through the One-click or Bulk data sync feature.
<h3>24. Log storing</h3>
Under the Settings tab of this plugin, there is a feature called Enable Logging. If you turn this toggle on, you can store your log data. Along with that, you can also set the number of days you want to store the logs. The logs will automatically delete after a set number of days you select.
<h3>25. Unit Price/Rate Syncing in Invoice on QuickBooks</h3>
The product’s price that is synced will be shown in the Rate section of the unique price on Quickbooks. It means product individual prices will sync in invoice line items as a unique price. 
<h3>26. Order Discount Syncing</h3>
Create feeds for Invoice objects and map fields to synchronize product discount data to the QuickBooks Invoice module. The monetary value of the discount will be synchronized regardless of the discount type (fixed or percentage).
It reflects the discount percentage and the absolute discount value as well. 
<h3>27. Sale Receipt and Estimate Objects</h3>
Sync WooCommerce orders as Sales Receipts and Estimate on QuickBooks by creating custom feeds. These objects will sync the following data inputs:
<ul>
<li>Sales Receipt: Track payments received from customers. They can be used to track cash, checks, credit card payments, and other forms of payment.</li>
<li>Estimate: Track quotes or bids that you send to customers. They can be used to track the products or services that you are proposing to sell, the price of those products or services, and the terms of the sale.</li>
</ul>
28. Refund Receipt Syncing When Order Refunded From WooCommerce
When the order is refunded on WooCommerce, an object will sync on QuickBooks as a refund receipt.
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/integration-with-quickbooks/" target="_blank" rel="noopener">Quickbooks Integration for WooCommerce Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.

QuickBooks Integration

QuickBooks Integration for WooCommerce connects your WC store to QuickBooks CRM, allowing you to sync and manage your expenses.

CRM Integration For Zoho vs QuickBooks Integration