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Shopify To Zoho Inventory Integration & Automation

  Рет қаралды 5,507

Zenatta Consulting

Zenatta Consulting

Күн бұрын

Пікірлер: 32
@user-sp5ls6qo8w
@user-sp5ls6qo8w Ай бұрын
An impressive step by step explanation to complete missing function of zoho interface. Thanks a lot for your work !
@aurumstyles5256
@aurumstyles5256 Жыл бұрын
Great you explain very deeply, I like your guiding method.👍
@josh181818
@josh181818 Жыл бұрын
This is fantastic! Thanks for such a detailed video!
@AliYehiaMohamed
@AliYehiaMohamed 3 ай бұрын
When creating a zohobooks connection I am not sure of which scopes I am supposed to select. Can you please tell which scopes should be selected before connecting zohobooks?
@AliYehiaMohamed
@AliYehiaMohamed 3 ай бұрын
Can you please provide the scopes required to create a connection to zohobooks?
@Ugbadboy
@Ugbadboy Жыл бұрын
Is it possible to get into the detail of the connection scopes needed between books and inventory for the automation? Need to build the connection in my inventory.
@bilalkarimbath9147
@bilalkarimbath9147 9 ай бұрын
Amazing! Thanks for a detailed walk thru. Do you offer support if we get stuck in this process ?
@Zenatta
@Zenatta 9 ай бұрын
Hi Bilal, Yes we do have limited support capabilities in terms of answering any questions you may have. We actually started a community for exactly this over at club.zenatta.com/ . There we can answer questions and you can add screenshares to dig a bit deeper if needed.
@Mr.StainedGlass
@Mr.StainedGlass 3 ай бұрын
How does the interaction look when an order is voided or refunded? The standard integration just marks it as invoiced & paid, even when it's not. Wondering how this custom automation works compared to the standard integration? Wondering also how it would work when there is a local pickup?
@Zenatta
@Zenatta 3 ай бұрын
Hi Mr.StainedGlass! Fro Voids/Refunds, you'll want to set up a separate integration action through Zoho Flow. There are triggers there for most Shopify activities that you can then route into the appropriate place in Zoho Inventory. A refund, for example, would be logged as a credit note. For local pickup, you'd want to make sure a Package/Shipment are still created against that Sales Order in Inventory. An easy way to automate this would be with a small Creator form, where you select the Sales Order, mark it as "Picked up Locally", then a script could trigger to automatically create the appropriate records in ZInventory
@sarahmaeparala5078
@sarahmaeparala5078 7 ай бұрын
Hi. Can I use different accounting software other than Zoho books?
@nailartistrybeautystudio1057
@nailartistrybeautystudio1057 Жыл бұрын
Hi, excellent video, I got as far as "connections", my Zoho Inventory has no preloads connections and im not sure what 'scopes" to collect. I just keep getting an error that I haven't selected the right ones.
@Zenatta
@Zenatta Жыл бұрын
Hi Nail Artistry Beauty Studio, We did notice that you really needed help by posting this question over on Club Zenatta as well, so we added it to the list on our recent episode of AZAAZ! Click here to jump to our answer. 🎬 - kzfaq.info/get/bejne/lbV4Y7F4yZarop8.html#t=16m39s
@OrdersShami
@OrdersShami Жыл бұрын
Hi Josh, great video, I want to know your thoughts on Zoho's rule unders preferences, sales orders, sales order cycle then creating an invoice, package and shipment rule. Is that much different than your method or will it achieve the same thing? i think they rolled this out just recently
@Zenatta
@Zenatta Жыл бұрын
Hi Orders Shami, Josh discussed your question with a screen share on our most recent Issue of AZAAZ! Click here to jump straight to his response. 🎬 - kzfaq.info/get/bejne/d5yghLeL3c67hqc.html#t=34m33s
@user-sb2fc9sn8u
@user-sb2fc9sn8u Жыл бұрын
Thank you for this. How do I do multiple packages in one order? Do you have a resource I could use to do this?
@Zenatta
@Zenatta Жыл бұрын
Hi Tyler, Josh answered your question with a quick screen share on this week's AZAAZ! Click here to jump to his answer. 🎬 - kzfaq.info/get/bejne/n9KemtCmu6qwqac.html#t=30m13s
@user-go1mh8nq1d
@user-go1mh8nq1d 7 ай бұрын
Hi, I already have woocommerce products. How do I move the products to zoho inventory and establish the sync
@Zenatta
@Zenatta 7 ай бұрын
Hi Soove Gifts, In Josh’s video, the plugin he is using has automatic product sync as a feature in its paid Premium Edition.
@pacosanvicente4512
@pacosanvicente4512 9 ай бұрын
It’s extremely complicated since you have to code ! 😢 bummer
@shaneross4869
@shaneross4869 Жыл бұрын
Could you do the same or similar process for eBay or Amazon?
@Zenatta
@Zenatta Жыл бұрын
Hi Shane, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzfaq.info/get/bejne/j7B-mJikrqu7qJc.html#t=31m17s
@RashedAl-Naber
@RashedAl-Naber Жыл бұрын
I have a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory --> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory? I choose the option to transfer Confirmed and Fullfilled orders but they are still not transferring.
@Zenatta
@Zenatta Жыл бұрын
Hi Rashed, Your question was first on the docket in this week's AZAAZ! Click here to jump to our answer. 🎬 - kzfaq.info/get/bejne/n9B5ZMx8l73Hm6c.html#t=1m00s
@RashedAl-Naber
@RashedAl-Naber Жыл бұрын
@@Zenatta Thank you so much for the effort you have put into this!! Really appreciate it!
@kyori00
@kyori00 Жыл бұрын
Hello there! I'm trying to sync zoho+shopify. We do have a zoho plus account but when I click on connect it tells me to create an account
@Zenatta
@Zenatta Жыл бұрын
Hi Oliver, We discussed your syncing Zoho & Shopify question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzfaq.info/get/bejne/o7Kee8J5lZ7Fe58.html#t=31m51s
@vanessadeguzman732
@vanessadeguzman732 Жыл бұрын
Is it possible to skip the Zoho book parts but still create a workflow automation?
@Zenatta
@Zenatta Жыл бұрын
Hi Vanessa, Since your question was so closely related to the webinar we did today, we added it to our Q&A! Click here to jump to our answer. 🎬 - kzfaq.info/get/bejne/kJOWqaWX0cqlnoE.html#t=1h14m32s
@michelledejarnett-deken8486
@michelledejarnett-deken8486 10 ай бұрын
This is definitely not for a business owner, more for a code monkey. It's a shame Zoho makes it so difficult for a small business owner to use the product without having a dev on staff.
@lilshorty1354
@lilshorty1354 Жыл бұрын
Is there a way to bypass the chart of accounts step?
@Zenatta
@Zenatta Жыл бұрын
Hi sherwin, We answered your question on this week's AZAAZ! Click here to jump to our answer. 🎬 - kzfaq.info/get/bejne/b9WFq9d2rM6ue30.html#t=20m24s
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