Zoho Books Integration User Guide

Welcome to another creation by ESTS in Shopify

App name - Zoho Books Integration

This app is created by ESTS (Expound Soft Tech Solution). This app is especially developed for those who want to integrate their Shopify Store with Zoho Books.

This app is quite simple to use. All the products of your Zoho Books will easily get imported into your Shopify Store. The product you have created in your Zoho Book will be imported into your Shopify store in a single click.

Not only products, you can also export your Shopify Customers into Zoho in a single click. As you select the option to export contacts, you can easily export all your Shopify contacts into Zoho Books.

Another speciality of this app is that you can also export all your Shopify orders into Zoho Books. By doing this, you can easily manage your customer orders in Zoho Books.

This app is going to be very useful for Shopify and Zoho Books users because with this single app, you can perform multiple tasks as mentioned above.

In the upcoming steps, you will learn how to install and use this app.

1. Section 1 Zoho Connect.
2. Section 2: Settings.

Section 1 Zoho Connect.

Let's get started by following this guide..

Install through the Shopify App Store

Steps:

1. Log in to the Shopify App Store.
2. Find the Zoho Books Integration app to install, and then click it.
3. On the app listing page, click Add app.
4. In your Shopify admin, to authorise the use of the app, click Install app.

After the app is installed, you can view and use it from the Apps page in your Shopify admin.

Note: To access this application, a subscription to one of the available plans is required.

Open the app in Shopify

Steps:

1. From your Shopify admin, go to Settings.
2. Find and select Apps and sales channels.
3. Click the name of the app , Zoho Books Integration, to open.

When you click on the app's name, Zoho Books Integration, to open it. If you haven't selected a plan yet, it will appear as shown below.

Section 2 User Guide.

Before you begin importing/exporting data between your Zoho Books and Shopify store, it's essential to establish a connection between the two. To do this, you'll need to complete a simple 5-step setup process. Please proceed to fill out the form, and remember that our support team is available at any time to assist you with any difficulties you may encounter. Additionally, we have included helpful images at each step to guide you in filling out the fields, making the process easy to understand.

After selecting your package, navigate to the 'Zoho Connect' tab, where you will find a form that resembles the one shown below.

Choose the book domain that corresponds to your Zoho Books. For instance, if your Zoho Books URL is 'https://books.zoho.in', it indicates that your Zoho Books domain is in India, and you should select https://www.zohoapis.in/books. Similarly, if your Zoho Books URL is 'https://www.zohoapis.com/books', you should select https://www.zohoapis.com/books.

After that, enter your Zoho Book Organisation ID. To get your Organisation ID, you can click on "Zoho Book". It will redirect you to your Zoho Book login page. Here you can log in with your credentials and get your Organisation ID. For help, check the image below.

All set, you are now ready to use the app.

Now go to the Dashboard. Here you will see the Customer, Product, and Order. Just click on the Customer/Product you want, then select the option to Import/Export.

Note: Import and export capabilities are subject to the plan you have chosen. Each plan comes with its limits on import and export operations, and these limits are contingent upon your Zoho Books subscription. The available number of import and export actions depends on the API limit provided by Zoho Books. If you reach your API limit, you will need to contact Zoho Books' support to request an increase in your API limit. It's important to note that this app operates entirely through APIs, and every customer, product, or order import or export consumes API resources to manage your data. Hence, the number of imports/exports will depend on both the plan you have selected and the API limit provided by Zoho Books.

Change Plan

You can change your plan at any time you want. To change the plan, just click on the Change Plan option.

We have provided many plans for you. These plans come in both Monthly and Yearly options. You can choose a plan according to your needs. Each plan has its limit. Each plan has a limited amount of import/export data. So please ensure this carefully.

Apart from this, the number of imports/exports will also depend on the API limit provided by Zoho Books to your Zoho Books account. Zoho Books provides a finite number of API calls to each Zoho Books user. So it could happen that you have chosen a plan that allows imports/exports, but you have already reached the Zoho Book API call limit. In this case, you need to contact Zoho Book Provider to increase the number of API calls to continue using this app's features

for indian users

If you encounter the error shown in the image, follow the instructions below.

If you encounter this error in Shopify, it means that the order's destination and your store or inventory location are in the same state. If your location is saved, but Shopify considers the order's state as your real location, this issue may occur. To eliminate this message, go to Shopify Settings > Taxes and Duties, select India, choose the state, and set the state tax to "GST." After this, the error should be resolved.

Congratulations ! you have setup all things. You are now ready to use this app.

For any queries, please submit a ticket: Submit a Ticket.

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