<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>Save hours of bookkeeping every week while ensuring your MYOB account always reflects the latest sales activity from your WooCommerce store.</h2>
<p>Specifically for <strong>Australian and New Zealand</strong> based eCommerce stores, the OPMC MYOB Integration automatically sends orders to MYOB as invoices, syncs products and inventory and keeps your accounting records accurate in real time.</p>
<h1 data-start="868" data-end="882" data-section-id="eke5o5">Key Benefits</h1>
<h3 data-start="884" data-end="912" data-section-id="1gag0kk">Automate Your Accounting</h3>
<p data-start="913" data-end="1040">Automatically convert WooCommerce orders into MYOB invoices so your accounting records stay accurate without manual data entry.</p>
<h3 data-start="1042" data-end="1069" data-section-id="vm3iv5">Keep Inventory Accurate</h3>
<p data-start="1070" data-end="1205">Sync product inventory between WooCommerce and MYOB to prevent overselling and ensure stock levels stay consistent across both systems.</p>
<h3 data-start="1207" data-end="1232" data-section-id="yo28ky">Scale With Your Store</h3>
<p data-start="1233" data-end="1364">Optimised order processing and bulk sync capabilities ensure reliable performance even for stores handling large volumes of orders.</p>
<h2>Major Features</h2>
<p><span style="font-weight: 600">MYOB Integration plugin </span><span style="font-weight: 400">allows you to </span><span style="font-weight: 400">automatically create invoices, customers, </span><span style="font-weight: 400">manage stock, taxes and much more in MYOB direct from your WooCommerce store.</span></p>
<p><span style="font-weight: 400">The plugin supports the following features:</span></p>
<ul class="wccom-tick-list-primary">
<li><strong>Create invoices automatically into MYOB </strong></li>
<li><strong>Easily document your taxes, shipping costs and other expenses in one, secure place</strong></li>
<li><strong>Automatic and manual invoice handling options</strong></li>
<li><strong>Inventory tracking and maintenance</strong></li>
<li><strong>Detailed customer data and management</strong></li>
<li><strong>Analyse sales with customer data</strong></li>
<li><strong>Manage stock and inventory through invoice count</strong></li>
</ul>
<h3><b>Streamline your Business’s Accounting Process</b></h3>
<p><span style="font-weight: 400">Spend less time accounting and more time focusing on growing your eCommerce business. MYOB for WooCommerce reduces the amount of time you spend analysing, handling and processing your WooCommerce store order data.</span></p>
<p><span style="font-weight: 400">The plugin keeps all of your store’s invoices in one place so you can</span></p>
<ul class="wccom-tick-list-primary">
<li><strong>Stay on top of business expenses</strong> – Easily document and record taxes, shipping costs and other expenses so you can focus on more crucial tasks.</li>
<li><strong>View, sort and manage customer data</strong> – MYOB for WooCommerce generates invoices for all of your customers, which can aid you in analysing and measuring sales.</li>
</ul>
<h2>What This Plugin Does</h2>
<ul>
<li>Automatically sync WooCommerce orders to MYOB</li>
<li>Create invoices in MYOB automatically</li>
<li>Keep product inventory synchronised</li>
<li>Sync customer records between WooCommerce and MYOB</li>
<li>Reduce manual bookkeeping and accounting work</li>
</ul>
<h2>New in the Latest Releases</h2>
<h4>Faster Bulk Order Sync</h4>
<p>Performance improvements allow large numbers of WooCommerce orders to be synchronised to MYOB more efficiently.</p>
<p>This ensures reliable operation for high-volume stores and reduces delays when syncing historical orders.</p>
<h4>Advanced Job Code Mapping</h4>
<p>Merchants can now map WooCommerce orders to <strong>MYOB Job Codes</strong>, allowing revenue to be categorised by project, department, or cost center.</p>
<p>This gives accounting teams more flexibility when tracking business performance in MYOB.</p>
<h4>Diagnostic Reporting Tools</h4>
<p>A new diagnostic reporting feature makes troubleshooting configuration or connection issues easier.</p>
<p>Support teams and merchants can quickly generate system diagnostics to identify and resolve integration issues.</p>
<h4>Improved Product Sync</h4>
<p>Product synchronisation has been enhanced to ensure more reliable catalogue updates and improved product detail syncing between WooCommerce and MYOB.</p>
<p><img class="aligncenter size-large" src="https://woocommerce.com/wp-content/uploads/2019/09/MYOB-AccountRight.webp?w=896" alt="MYOB AccountRight WooCommerce integration" width="896" height="583" /></p>
<h2>Improved Sync Stability</h2>
<p><strong>The latest release includes improvements that make synchronisation more reliable:</strong></p>
<ul>
<li>Optimised invoice processing</li>
<li>Improved product update syncing</li>
<li>Fixes for orders incorrectly re-queued for synchronisation</li>
<li>Improved background processing</li>
</ul>
<h2>Inventory Sync Options</h2>
<p>You can configure inventory synchronisation to run automatically using scheduled tasks. This ensures WooCommerce always reflects the latest stock levels from MYOB.</p>
<p>This helps prevent:</p>
<ul>
<li>Overselling</li>
<li>Inaccurate stock levels</li>
<li>Manual inventory adjustments</li>
</ul>
<h2>Flexible Sync Controls</h2>
<p>The plugin allows you to control exactly how data moves between WooCommerce and MYOB.</p>
<p>Configuration options include:</p>
<ul>
<li>Syncing only paid orders</li>
<li>Automatic or manual invoice creation</li>
<li>Product and inventory synchronisation</li>
<li>Job code mapping</li>
<li>Custom order numbering compatibility</li>
</ul>
<p><img class="aligncenter size-large" src="https://woocommerce.com/wp-content/uploads/2019/09/CleanShot-2024-10-11-at-13.07.31@2x.png?w=896" alt="WooCommerce MYOB integration interface" width="896" height="583" /></p>
<h2>Product & Inventory Sync</h2>
<p>Products can be synchronised between WooCommerce and MYOB so that both systems reflect the same catalogue and inventory levels.</p>
<p>Inventory updates can be scheduled to run automatically to keep stock levels aligned.</p>
<p>MYOB remains the “source of truth” for all inventory information, ensuring your accounting data remains accurate.</p>
<h3>Enhanced Customer Management</h3>
<ul>
<li>Automatically create customers in MYOB</li>
<li>Update existing contact records</li>
<li>Maintain accurate customer transaction history</li>
</ul>
<h3>Variable Product Support</h3>
<p>The plugin supports WooCommerce variable products, allowing each variation to sync as its own inventory item in MYOB.</p>
<p>This enables accurate tracking for products with attributes such as:</p>
<ul>
<li>Size</li>
<li>Colour</li>
<li>Material</li>
<li>Style</li>
</ul>
<p>Each variation is mapped using its <strong>unique SKU</strong> so MYOB inventory remains precise.</p>
<h3>Itemised Invoices</h3>
<p>The plugin generates fully itemised invoices, allowing you to better track sales in MYOB and support complete inventory tracking.</p>
<h2>Why Store Owners Choose This Plugin</h2>
<h4>WooCommerce store owners use this plugin to:</h4>
<ul>
<li>Eliminate manual accounting work</li>
<li>Ensure accurate MYOB bookkeeping</li>
<li>Keep inventory synchronised</li>
<li>Scale their WooCommerce operations</li>
</ul>
<h2>Perfect For</h2>
<ul>
<li>WooCommerce stores using MYOB</li>
<li>Businesses that want automated bookkeeping</li>
<li>High-volume stores needing reliable order syncing</li>
<li>Merchants who want accurate inventory across systems</li>
</ul>
<p>By automating the connection between WooCommerce and MYOB, merchants can focus on running their business instead of managing spreadsheets and manual imports.</p>
<h3>Simple, Secure Integration</h3>
<p>Connect MYOB and WooCommerce in minutes. Just generate an API key in MYOB, enter it into the plugin settings, and the integration securely handles the rest.</p>
<p>Learn more about installation and setup by <a href="https://woocommerce.opmc.com.au/myob-accountright-for-woocommerce-plugin-documentation/"><strong>reading our documentation.</strong></a></p>
<h2>Support When You Need It</h2>
<p>Your purchase includes 12 months of support from our team. Whether you need help with setup, configuration or troubleshooting, we’re here to make sure your MYOB and WooCommerce integration runs smoothly.</p>

MYOB Integration

<p>Stop manually entering WooCommerce orders into MYOB. Automatically sync orders, customers, products, and inventory so your accounting records stay accurate without manual work.</p>

Integration with Zoho Books & Inventory vs MYOB Integration