Integrate Zoho Books With Zoho Commerce
Zoho Commerce is a quintessential e-commerce platform that helps businesses establish their presence in the realm of online selling. Upon integration with Zoho Books, you don’t have to juggle anymore between different applications to manage tasks such as accounting, finance, and tax returns.
Benefits of Integrating with Zoho Commerce
Whether you’re a budding entrepreneur or an expanding enterprise, Zoho Commerce is tailored to serve all purposes. Integrating Zoho Commerce with your Zoho Books account lets you:
- Amplify your business reach and simplify your accounting simultaneously
- Build, manage, and market from a single platform
- Real-time stock updates of items from your online store to Zoho Books and vice versa
- Automated two-way sync of transactions and customers between both applications
- Hassle free tax handling, since there’s a perfect sync in the tax rates between Zoho Books and Zoho Commerce
Scenario: Jason is using Zoho Books to handle accounts of his offline business. Now, he wishes to expand his reach and customer base by selling online. To unlock his fullest selling potential, he integrates with Zoho Commerce. Within a matter of minutes, his online store is live. He can highlight best-selling products on the storefront, manage and fulfil orders on time from his store with Zoho Commerce, and manage transactions through his Zoho Books account.
Connect Zoho Books with Zoho Commerce
To connect Zoho Books with Zoho Commerce:
- Log in to your Zoho Books organisation.
- Go to Integrations & Marketplace under Settings.
- Click Try Now next to Zoho Commerce. This will redirect you to the Zoho Commerce website.
- Click Access Zoho Commerce.
- Click Create New Store.
- A dialogue box appears inquiring about your business. Fill in the details and click Next.
- Choose the Zoho Books organisation in which you’ve initiated integration to associate with your store.
- In the screen that follows, click Proceed.
- Hover over the template that aptly fits your business and click Choose.
You’ll be redirected to your Commerce store’s landing page.
This marks the completion of a successful integration between Zoho Books and Zoho Commerce.
The following modules will be synced between Zoho Books and Zoho Commerce:
| Modules in Zoho Books | Modules in Zoho Commerce |
|---|---|
| Items | Products |
| Sales Order | Orders |
| Customers | Customers |
| Price Lists | Price Lists |
- Portal-enabled Customers and Non-Portal enabled Customers will be treated as Registered Users and Guests, respectively.
- All guest customers who place orders through your store will be listed as Customers in Zoho Books.
- Payment gateways that are supported in both platforms, when integrated with Zoho Books, the connection will also extend in Zoho Commerce.
If you’ve already enabled Zoho Inventory integration for your Zoho Books organisation, then:
- Items will be imported as products without variants.
- Item groups will be imported as products with variants if there is more than one variant.
- Item groups with only one variant will be imported as products without variants.
- All products created in Zoho Commerce will be synced as Item Groups in Zoho Books/Zoho Inventory.
Insight: Integration between Zoho Books and Zoho Commerce is a two-way sync, which means once the integration is established, data will be fetched from Zoho Books to Zoho Commerce and vice-versa.
Learn more about setting up your store, adding products, categories, and managing orders and fulfilling shipping in your Zoho Commerce store.
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