Inventory

Integrations:

What’s this?

Our powerful Integration feature bridges and integrates you to a host of shipping service providers, payment gateways and other applications, giving you better reach to customers and new markets and completing you as the perfect vendor to your customers.

Guide layout:

Marketplaces & Shopping Carts <–> Shipping Carriers <–> Payment Gateways <–> Accounting <–> CRM <–> Slack <–> Avalara <–> Zoho Inventory ZSC Key

Benefits:

• Access to new markets with Marketplaces and Shopping Carts.
• Major Shipping service providers at your disposal.
• Popular Payment Gateways for secure and instant transactions.
• Work together with a robust Accounting platform.
• Access to a highly customizable CRM platform.
• Automated tax calculation with Avalara.

Marketplaces & Shopping Carts

• Sales Channel Integration

Prerequisites:

• Prerequisites
• Why go for online marketplaces & shopping carts?

Workflow:

• Marketplace workflow
• Sales Channel Items

List of integrated sales channels:

• List of Marketplaces
  • Etsy
• List of Shopping Carts
  • Shopify

Shipping Carriers

• Shipping Integration

Prerequisites:

• Prerequisites

General setup:

• Setting up Integrations

List of integrated shipping carriers

• List of shipping carriers
  • Shipping Carriers from US and Canada
  • Shipping Carriers from Europe
  • Shipping Carriers from all over the world

Integration Management:

• Other actions
  • Editing a shipping channel integration
  • Deleting a shipping channel integration

Payment Gateways

• Payment Gateway Integration

Prerequisites:

• Prerequisites
• Why integrate with a payment gateway?

Setting up an integration:

• Integrating online payment gateways
  • PayPal
  • Authorize.net
  • Payflow Pro
  • Payments Pro
  • 2CheckOut
  • Braintree
  • Forte
  • Worldpay
  • Stripe
• Adding a new payment option from an Invoice

Accounting

• Accounting Integrations

Prerequisites:

• Prerequisites
• Why integrate with Zoho Books?

Workflow:

• The way it works

Setting up an integration:

• Setting up an integration with Zoho Books
  • Creating your very first organization by joining an existing Zoho Books organization
  • Joining your existing orgnization at a later point
  • Joining a Zoho Inventory organization with Zoho Books

Integration Management:

• Adding your items from Zoho Books to Zoho Inventory
  • Prerequisites
  • Enabling inventory tracking for your untracked items
  • Ease of access
• Grouping of ungrouped Items from Zoho Books
• Creating new accounts for items & transactions in Zoho Inventory

CRM

• CRM Integrations

Prerequisites:

• Prerequisites
• Why integrate with Zoho CRM?

Workflow:

• The way it works

Setting up an integration:

• Setting up an integration with Zoho CRM
  • Phase 1 - Preparing your Zoho CRM account
    • Creating views
    • Assigning a primary contact for your Accounts.
  • Phase 2 - Preparing your Zoho Inventory organization
    • Adding the required custom fields to appropriate modules
  • Phase 3 - Establishing the Integration
    • Navigation
    • Generating a ZSC Key
    • Confirmation
  • Phase 4 - Configuring the integrated modules
    • Accounts & Contacts
    • Vendors
    • Products

Integration management:

• Manging CRM Integration
  • Accessing CRM Integration controls
  • Update Credentials
  • Disable Integration
  • Edit
  • Pause Sync
  • Show Sync History
  • Instant Sync

Operations

• Updating a specific contact from Zoho CRM
• Accessing Zoho Inventory based Sales Orders & Invoices for an Account in Zoho CRM

Slack

• Why integrate with Slack?
• Integrating Zoho Inventory and Slack
• Receiving Notifications
  • Item reorder alerts
  • New Items imported from your marketplace or shopping cart
  • Item stock updates to online saleschannels
  • New order alerts from your online store
• Disabling the integration

Avalara

• Integration with Avalara AvaTax

Introduction:

• Why go for Avalara?

Workflow:

• The way it works

Setting up an integration:

• Integrating Zoho Inventory with Avalara
  • Prerequisites
  • How do I find my Avalara credentials?
  • Setting up integration
    • From the Integrations module
    • From the Taxes module

Integration Management:

• Impact of Avalara on taxes across different modules
  • Items
  • Contacts
  • Transactions
  • Taxes on shipping charges
  • Applying discounts
• How to manually sync unsynced transactions?
• Disabling integration

Zoho Inventory ZSC Key

• Generating a ZSC key