<p><strong style="color: var(--wp--preset--color--woo-text-gray,#101517);font-family: var(--wccom-font-family-default);letter-spacing: -0.011em">SET UP A CONNECTION BETWEEN WOOCOMMERCE STORE AND ZOHO BOOKS AND ZOHO INVENTORY TO SEAMLESSLY SYNCHRONIZE DATA AND MANAGE IT WITH EASE</strong></p>
<p><span style="font-weight: 400">Zoho Books & Inventory</span><span style="font-weight: 400"> Integration allows you to connect your store to </span><span style="font-weight: 400">Zoho Books and Inventory</span><span style="font-weight: 400"> and send your</span><span style="font-weight: 400"> specified data to modules</span><span style="font-weight: 400"> for management. </span><span style="font-weight: 400">By default, three WooCommerce objects — products, contacts, and invoices — are available for data synchronization. You can create custom objects too. </span><span style="font-weight: 400">This plugin works hand in glove with the Zoho Books solution. You can create feeds to set rules for collecting data with different objects and organizing Zoho Books modules.<br />
</span><span style="font-weight: 400">On Top of that, our extension offers bulk, one-click, and manual syncs to send your WooCommerce data to</span><span style="font-weight: 400"> Zoho Books and Inventory</span><span style="font-weight: 400"> quickly and easily.</span></p>
<blockquote><p><b>Note:</b><span style="font-weight: 400"> The plugin accommodates either individual software connections or a combination of both, with identical configuration for Zoho Books and Inventory integration. </span></p></blockquote>
<h2>Features of Zoho Books & Inventory Integration</h2>
<h3><strong>1. Show Discounts Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Books and Inventory plugin allows you to easily sync discount amount in your orders, ensuring that any applied discounts are accurately reflected in your invoices.  </span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400"><br />
</span><span style="font-weight: 400">Make sure to enable </span><b>Discounts at Transactional Level </b><span style="font-weight: 400">from </span><b>Settings > Preferences > General </b><span style="font-weight: 400">in your Zoho Books Dashboard.</span></p>
<h3><strong>2. Sync Product Tags</strong></h3>
<p><span style="font-weight: 400">With the Zoho Books and Inventory integration, you have complete flexibility to sync anything you need, including product tags. You can easily sync them to any field of your choice, making management more convenient and efficient.</span></p>
<h3><strong>3. Sync Tax and Shipping Tax Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Books and Inventory lets you easily sync both shipping tax, shipping charges/cost details and order tax, whether it’s single or multiple taxes, making overall tax and shipping management simple and accurate. </span></p>
<p><b><i>Note:</i></b><span style="font-weight: 400"> This feature is currently available only for US data centers, with support for other countries coming soon.</span></p>
<h3><strong>4. Two-Way Sync for Products Stock</strong></h3>
<p><strong><span style="font-weight: 400">This feature enables seamless synchronization of product stock quantities between Zoho and WooCommerce. Any changes in a product’s stock level in Zoho are automatically updated and reflected in your WooCommerce store.</span><br />
</strong></p>
<h3><strong>5. Sync Coupon Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Zoho Books and Inventory now allows you to sync coupon details, including the Coupon Code, Amount, and Type used by customers during checkout. This feature helps you keep your accounting and inventory up-to-date in real-time, making it easier to track discounts and understand the success of your promotions.</span></p>
<h3><strong>6. Sync Order Notes by Users</strong></h3>
<p><span style="font-weight: 400">WooCommerce Zoho Books and Inventory Offers feature to sync order notes that are mentioned by customers while placing orders. This ensures all essential details are in one place, so businesses can deliver better service without the need for manual input.</span></p>
<h3><strong>7. Sync User Browser info and IP address</strong></h3>
<p><span style="font-weight: 400">Zoho Books & Inventory allows you to synchronize users’ IP addresses and browser information. This feature enhances tracking and segmentation, enabling you to develop more personalized strategies.</span></p>
<h3><strong>8. Automatic Stock Adjustment Upon Order Placement</strong></h3>
<p><span style="font-weight: 400">WooCommerce Zoho Books & Inventory gives you the option to automatically create stock adjustments when an order is placed, when a user places an order the stock is automatically adjusted in your Zoho inventory. This smooth integration ensures that your Zoho inventory is instantly updated, simplifying inventory management and reducing the risk of stock discrepancies.</span></p>
<h3>9. <strong>Order Status Sync From WooCommerce</strong></h3>
<p><span style="font-weight: 400">The WooCommerce Zoho Books and Zoho Inventory plugins offer the capability to automatically synchronize your order status when it changes on your WooCommerce Store. This feature ensures smooth order management and improves operational efficiency.</span></p>
<h3><strong>10. Connect Both with One Click </strong></h3>
<p><span style="font-weight: 400">You can Connect WooCommerce with Zoho Books & Inventory simultaneously by Selecting the </span><b>Both</b><span style="font-weight: 400"> option While Connecting. This can save time and enhance workflow automation.</span></p>
<p><span style="font-weight: 400">For example, when you create a simple product, all its details will be synchronized with both the Zoho books and inventory, while generating logs for both simultaneously.</span></p>
<h3><strong>11. Data pipelines – Create Feeds to Sync WooCommerce Data</strong></h3>
<p><span style="font-weight: 400">Zoho Books and Zoho Inventory plugins come</span><span style="font-weight: 400"> with feeds that allow you to define data collection and synchronization rules. And according to those rules data is synced over</span><span style="font-weight: 400"> to both software platforms.</span><span style="font-weight: 400"> </span></p>
<p><span style="font-weight: 400">Essentially, feeds are data pipelines that continuously transfer data from WooCommerce to Zoho Books, establishing real-time synchronization to keep the modules up-to-date.</span></p>
<p>By default, three feeds sync the data of these WooCommerce objects.</p>
<ul>
<li>Contacts</li>
<li>Invoices</li>
<li>Items</li>
</ul>
<h4><strong>Setup specifics</strong></h4>
<ul>
<li>In addition to the default feeds, you can also create custom feeds to sync data for other objects, such as sales, orders, quotes, and more.</li>
<li>When you set up the extension for the first time, you must disable the auto-generated number for invoices and sales orders in Zoho Books and Zoho Inventory.</li>
<li>If you want to sync data separately in Zoho Books and Zoho Inventory, then join both platforms from different organizations otherwise it will integrate both Zoho Books and Zoho Inventory simultaneously.</li>
</ul>
<h3><strong>12. Tailor your data feeds</strong></h3>
<p><span style="font-weight: 400">Zoho Books Integration allows you to customize your feeds using the following options: </span></p>
<p><strong>Select object:</strong> <span style="font-weight: 400">Select the type of</span><span style="font-weight: 400"> Zoho Books and Inventory</span><span style="font-weight: 400"> object you want to sync.</span></p>
<p><strong>Map fields: </strong><span style="font-weight: 400">Associate WooCommerce fields with </span><span style="font-weight: 400">Zoho Books or Zoho Inventory </span><span style="font-weight: 400">fields to sync data.</span></p>
<p><strong>Add a new field:</strong> the extension allows you to add a new field to your feed and configure field type and value.</p>
<ul>
<li><strong>Primary field:</strong> select a field that will uniquely identify each record in the table (Primary Key).</li>
<li><strong>Select event:</strong> choose the event that will trigger data synchronization.</li>
<li><strong>Sync variable products:</strong> when you create a new variation of a product, the parent product will also be synced with the Zoho Books (for Items feed only).</li>
<li><strong>Conditional filters:</strong> set conditions that must be met for data synchronization to occur.</li>
</ul>
<h3><strong>13. Sync your historical data to keep Zoho Books Up-To-Date </strong></h3>
<p>With <strong>Integration With Zoho Books & Inventory</strong>, you can synchronize all your existing (historical) data for different WooCommerce objects. It has two methods for manual synchronization: Bulk Data sync and One-Click sync.</p>
<ul>
<li><strong>One-Click sync:</strong> Manually sync freshly added data or data that failed to sync in the previous process.</li>
<li><strong>Bulk Data sync:</strong> Perform manual syncing of all new or failed WooCommerce object data.</li>
</ul>
<h3>14. <b>Products Association From Zoho To WooCommerce</b></h3>
<p><span style="font-weight: 400">This feature is especially useful when you face syncing issues. For example, if your products are already synced to Zoho from a third-party site like Etsy, and now you’ve started using WooCommerce, you also sync them in Woocommerce from Etsy. This way, the products may not link correctly between Zoho and WooCommerce. This mismatch often causes errors. With this feature, you can avoid such problems by associating products in three easy ways: using SKU, Product ID, or Product name.</span></p>
<h3><strong>15. Use logs to review Data sync information</strong></h3>
<p>All the details regarding your successful and failed data syncs are recorded in the form of logs. You can filter these automatically generated logs as “All” or for “Errors.” You can also schedule their deletion after a set number of days.</p>
<blockquote><p><b>Note:</b><span style="font-weight: 400"> By default, logging is enabled. You can disable it if you want. </span></p></blockquote>
<p><span style="font-weight: 400">The log table displays the following details: </span><i><span style="font-weight: 400">Woo Object, Woo Object ID, WooCommerce Zoho Object, </span></i><i><span style="font-weight: 400">Zoho Books / Inventory Object ID,</span></i><i><span style="font-weight: 400"> and more. </span></i><span style="font-weight: 400">You can clear the </span><span style="font-weight: 400">logs in one go or expor</span><span style="font-weight: 400">t the complete list using the download button. To view the logs in</span><span style="font-weight: 400"> Zoho Books and Zoho Inventory</span><span style="font-weight: 400">, click on the Object ID. </span></p>
<h3><strong>16. Filter Logs Details</strong></h3>
<p><span style="font-weight: 400">WooCommerce Books and inventory plugin has the option to filter your logs, you can filter them by Default Invoice Feeds, Default Contacts Feed, and Default Item Feeds.</span></p>
<h3>17. <b>Custom Time For Cron Synchronization</b></h3>
<p><span style="font-weight: 400">Along with the default cron synchronization, you also have the option to set a custom time for cron synchronization. To make this option work, background synchronization must be active. This can be particularly helpful in reducing unnecessary frequent synchronization and optimizing resource usage.</span></p>
<h3><strong>18. Sync data instantly And Never Miss A Beat</strong></h3>
<p>When the instant sync feature is enabled, it synchronizes your WooCommerce data to Zoho Books as soon as the specified event for a feed occurs.</p>
<h3><strong>19. Enable Auto-Sync in the background</strong></h3>
<p><span style="font-weight: 400">You can use the background syncing feature to sync your existing data to</span><span style="font-weight: 400"> Zoho Books and Zoho Inventory every 5 minutes.</span><span style="font-weight: 400"> This helps you reduce your dependency on manual syncing methods and makes the process smoother.</span></p>
<h3><strong>20. Automatically delete logs</strong></h3>
<p><span style="font-weight: 400">Set the number of days after which the log will be automatically deleted. This is crucial for clearing up space as eventually, piled-up logs will unnecessarily load your </span><span style="font-weight: 400">Zoho Books Inventory Integration.</span></p>
<h3><strong>21. Wipe Data On Disconnect</strong></h3>
<p><span style="font-weight: 400">You can enable the</span><span style="font-weight: 400"> Zoho Books Inventory integration Plugin</span><span style="font-weight: 400"> to delete all the synchronization data of your WooCommerce site upon disconnection and free up the space.</span></p>
<h3><strong>22. Zoho Integration Dashboard: Your Quick Glance at Key Data</strong></h3>
<p><span style="font-weight: 400">The Dashboard allows you to monitor the key points of your Zoho Books Integration easily. </span><span style="font-weight: 400">You can check the Zoho Books Connection Status and Access Token Expiry. Plus, you can renew your token in a single click. </span></p>
<p><span style="font-weight: 400">Moreover, you can also see the number of synced Contacts, Items, and Orders and assess the performance of your feeds.</span></p>
<h3><strong>Zoho Books and Inventory Integrated With</strong></h3>
<p><strong>WooCommerce HPOS<br />
</strong><span style="font-weight: 400">Integration with Zoho Books and Inventory is compatible with WooCommerce High Performance Order Storage (HPOS) which is an easy-to-understand solid database structure that uses WooCommerce CRUD design, allowing you to store order data in custom order tables to easily handle Instant and bulk orders and ensure the smooth workflow of your WooCommerce store.</span></p>
<h3><strong>Why Should You Use Zoho Books & Inventory WooCommerce Integration?</strong></h3>
<ul>
<li><span style="font-weight: 400">The Zoho Books WooCommerce integration is a useful solution for managing your online store. It offers a centralized management system to track and organize your WooCommerce data.</span></li>
<li><span style="font-weight: 400">The customization objects make this Zoho Books Integration a perfect fit, as you can tailor the data collection to suit the unique needs of your eCommerce business.</span></li>
<li><span style="font-weight: 400">It is a one-stop solution to streamline every vital aspect of your business, such as invoices, billing, payments, project management, and more. </span></li>
</ul>
<h2><strong>Benefits</strong></h2>
<ul>
<li><strong>Simple setup: </strong>Integration With Zoho Books & Inventory has a simple setup process. Install the extension on your WooCommerce store and connect it to Zoho Books.</li>
<li><strong>Fast and seamless data sync:</strong> You can sync all your WooCommerce data to Zoho Books automatically or manually. The synchronization of new and failed data can be done with a single click.</li>
<li><strong>Saves time:</strong> Synchronization with Integration With Zoho Books & Inventory creates a detailed log report, helping you view successful and failed syncs and find errors to fix.</li>
<li><strong>Control your data synchronization:</strong> The Integration With Zoho Books & Inventory extension lets you map fields, set trigger events, apply conditions for data filtration, and more. It gives you complete control over data syncing.</li>
</ul>
<h3><strong>Learn more</strong></h3>
<p>Visit <a href="https://woocommerce.com/document/integration-with-zoho-books-inventory/"><strong>Integration With Zoho Books & Inventory’s </strong></a>documentation to learn more about the features and details of the extension. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/">submit your query</a>.</p>

Integration with Zoho Books & Inventory

<p>Seamlessly synchronize your Woo store’s data with Zoho Books and Zoho Inventory.</p>

<h2>WooCommerce Store Credit & Loyalty System – Turn First-Time Buyers Into Repeat Customers</h2>
<p>Account Funds lets you create a complete store credit, cashback, and customer rewards system for WooCommerce. Award cashback on purchases, reward milestone actions like signups and reviews, issue refunds as store credit, sell prepaid store credit products, and let customers top up their balance. Everything you need to keep revenue in your ecosystem and customers coming back.</p>
<figure id="attachment_18734006174337" aria-describedby="caption-attachment-18734006174337" style="width: 896px" class="wp-caption alignnone"><img class="wp-image-18734006174337 size-medium" title="Account Funds checkout with store credit" src="https://woocommerce.com/wp-content/uploads/2012/08/Add-new-cashback-reward-‹-wc98-—-WordPress-2026-01-03-at-4.04.41-PM.png?w=896" alt="Adding cashback rewards with Account Funds for WooCommerce" width="896" height="280" /><figcaption id="caption-attachment-18734006174337" class="wp-caption-text">Adding cashback rewards with Account Funds for WooCommerce</figcaption></figure>
<h2></h2>
<h2 style="color: #f5247d">What You Can Do With Account Funds</h2>
<ul>
<li><strong>Cashback rewards on purchases</strong>: Award store credit when customers pay for orders or purchase specific products. You can set percentage-based or fixed amounts, and the eligibility system lets you control minimum order values, restrict to specific product categories, or exclude sale items and coupon orders.</li>
<li><strong>Milestone rewards for customer actions</strong>: Give store credit when customers register an account or leave product reviews. Great for building loyalty from day one.</li>
<li><strong>Partial payments with store credit</strong>: Customers can apply their available balance and pay the difference with credit card, PayPal, or any other WooCommerce payment gateway. No all-or-nothing restrictions that frustrate shoppers who don’t have enough balance to cover the full order.</li>
<li><strong>Refund to store credit</strong>: Issue refunds instantly to customer balances instead of waiting 3-10 business days for payment processor refunds. Keeps revenue in your store while giving customers immediate resolution.</li>
<li><strong>Store credit products</strong>: Sell prepaid store credit at full price or discounted, which works well for WooCommerce gift cards, B2B prepayment accounts, or promotional bundles (for example, customers pay $80 for $100 credit).</li>
<li><strong>My Account top-up</strong>: Customers can add funds directly from their account page. You control the minimum and maximum top-up amounts.</li>
<li><strong>Admin balance management</strong>: View all customer store credit balances at a glance from the WordPress Users screen, make manual adjustments, and track complete transaction history for accounting and customer service.</li>
<li><strong>WooCommerce Subscriptions compatibility</strong>: Works with <a href="https://woocommerce.com/products/woocommerce-subscriptions/">WooCommerce Subscriptions</a> and <a href="https://woocommerce.com/products/constellation/">Constellation</a> for prepaid subscription payments and recurring credit awards as part of a membership.</li>
</ul>
<h2 style="color: #f5247d">Why Store Credit Beats Points Programs</h2>
<p>Points-based WooCommerce loyalty programs add complexity. Customers need to understand conversion rates, remember point values, and do math at checkout. Store credit is simpler: $10 credit means $10 off. No confusion, no friction.</p>
<p><strong>Account Funds advantages over WooCommerce points and rewards plugins:</strong></p>
<ul>
<li><strong>Real currency, not abstract points</strong>: Customers see “$15.00 balance” not “1,500 points.” No conversion confusion at checkout.</li>
<li><strong>Flexible award triggers</strong>: Cashback on orders, product purchases, account registration, and reviews. You configure exactly when and how credit is earned.</li>
<li><strong>Works like a payment gateway</strong>: Store credit appears at checkout alongside credit cards and PayPal. Customers understand it immediately because it behaves like any other payment method.</li>
<li><strong>Refund workflow built-in</strong>: Turn refunds into future purchases with one click. Most points plugins don’t handle this use case at all.</li>
<li><strong>B2B prepayment ready</strong>: Wholesale customers can prepay with store credit products. No points-to-dollars conversion needed for invoicing or accounting.</li>
</ul>
<h2>Common Use Cases</h2>
<h3>Customer Loyalty & Retention</h3>
<p>Award cashback on all orders to encourage repeat purchases. Customers who have a store credit balance are significantly more likely to return than those who don’t, since they’ve already got money in your store.</p>
<h3>Registration Incentives</h3>
<p>Give store credit when customers create an account. This converts guest checkouts into registered customers you can market to, and the credit balance gives them a reason to come back.</p>
<h3>Review Rewards</h3>
<p>Award store credit for each product review. You’re building social proof while giving customers a reason to engage after purchase. Set it to $2, $5, or whatever makes sense for your margins.</p>
<h3>Refund Retention</h3>
<p>Offer refunds as store credit instead of processing payment gateway refunds. You keep the revenue in your ecosystem while resolving customer issues faster than traditional refund processing.</p>
<h3>Gift Cards & Prepaid Credit</h3>
<p>Sell store credit products as WooCommerce gift cards. Customers can purchase credit for themselves or as gifts for others, and the balance applies automatically at checkout without coupon codes.</p>
<h3>B2B & Wholesale Accounts</h3>
<p>Let business customers prepay for orders. They add $500 to their account, you fulfill orders against that balance. This simplifies invoicing for repeat B2B customers and reduces payment friction on every order.</p>
<h3>Membership Benefits</h3>
<p>Grant monthly store credit to members using WooCommerce Subscriptions or Constellation. A $25/month membership that includes $10 store credit encourages members to make additional purchases beyond just claiming their membership benefit.</p>
<h2 style="color: #f5247d">How It Works</h2>
<p><strong>For customers:</strong> Store credit appears as a payment method at checkout. They can use their full balance or combine it with another payment method for partial payment. Their balance is visible in My Account and throughout the shopping experience.</p>
<p><strong>For store owners:</strong> Create cashback and milestone rewards from dedicated admin screens under Account Funds. Set eligibility rules, award caps, and active/inactive status. View all customer balances from the WordPress Users screen, and process refunds to store credit with one click from any order.</p>
<h2>Track Everything With Built-In Reports</h2>
<p>See deposits, redemptions, and balances over time. Filter by date range, view per-customer transaction history, and understand how store credit flows through your business. Reports show total deposits, usage rates, and outstanding liabilities for accounting purposes.</p>
<h2>Requirements</h2>
<ul>
<li>WooCommerce 8.2 or higher</li>
<li>PHP 7.4 or higher</li>
</ul>
<h2 style="color: #f5247d">Frequently Asked Questions</h2>
<h3>Can store credit expire?</h3>
<p>Yes. When configuring rewards, you can set expiration periods. Credit expires based on when it was earned, not when the reward was created.</p>
<h3>Does this work with WooCommerce Subscriptions?</h3>
<p>Yes. Customers can use store credit to pay for subscription renewals, and you can award store credit as part of an ongoing subscription or membership benefit.</p>
<h3>Can I rename “Store credit” to something else?</h3>
<p>Yes. In Account Funds settings, you can customize the customer-facing label to “Account funds,” “Store points,” “Wallet balance,” or whatever term fits your brand.</p>
<h3>Does partial payment work with all payment gateways?</h3>
<p>Yes. When partial payment is enabled, customers can apply their store credit balance and pay the remaining amount with any active WooCommerce payment gateway: Stripe, PayPal, Square, or any other.</p>
<h3>Can I exclude certain products from store credit payment?</h3>
<p>Store credit works as a payment method for all products. For cashback rewards specifically, you can configure eligibility rules to include or exclude specific products, categories, and product types.</p>
<h3>Is there a REST API?</h3>
<p>Yes. Account Funds extends the WooCommerce REST API to include customer balances and transaction data, which is useful for mobile apps, external integrations, or custom reporting dashboards.</p>
<p>Made by <a href="https://kestrelwp.com"><img src="https://static.kestrelwp.com/kestrel-logo.png" alt="Kestrel logo" width="200" height="45" /></a></p>

Account Funds

<p>Award cashback, reward signups and reviews, issue refunds as store credit, and sell prepaid credit products. Complete WooCommerce loyalty system.</p>

Integration with Zoho Books & Inventory vs Account Funds