Guide for Magento 2 Zoho Inventory Connect

Language Translation

Translate the module to fit your local needs by editing the provided CSV files, allowing you to support both right-to-left (RTL) and left-to-right (LTR) languages.

The user can edit the CSV like the image below.

• Client Setup: Set up your client type and obtain necessary details like client ID and secret for authentication.

Once it’s selected as Server based application then click on create now option. It will navigate to you on another page to enter the client details.

Once the details are entered your Zoho API client credentials will be created.

Note – You will get the authorization URL from Magento while creating a Zoho account on the Magento 2 store.

Here you can check client credentials, client secret keys, and settings.

In the settings tab, the admin can enable or disable the permission for multiple stores/local.

To create an organization, the admin needs to sign in to the Zoho inventory. After that, it will navigate you to the dashboard of the Zoho inventory.

Click on the organization tab to create an organization.

Here, click on the manage button and it will redirect you to another page.

Here, the admin can create a new organization and check the previously created organization with the organization ID.

Once the organization is created admin will get the organization ID which will use in Magento 2 Zoho inventory integration.

Select the Webhook option and it will navigate you to the Webhook page.

Click on the New Webhook button and create a new Webhook for import or export.

Like this, you can add the webhook separately for products and orders.

Workflow Management

• Workflow Rules and Logs: Create and manage workflow rules for Webhooks, allowing you to automate processes based on specific events.

 

Adding and Managing Zoho Accounts

• Account Management: Add and authenticate new Zoho accounts to expand your business’s operational capabilities.

Default Settings For Import Zoho Orders

Auto import order on Zoho – If set ‘Yes’, when order place on magento it will import to zoho.

Zoho Imported Order Status – The admin can set the default order status for orders which imported from Zoho.

After the successful configuration admin can import orders and import/export products. Also, they can manage the Zoho seller account and add a new one.

Once done with the configuration will move forward to add a Zoho account on Magento 2. For that navigate to Zoho inventory connect > Zoho account manager. Here admin can find the added Zoho account and also add a new one.

Click on the Add Zoho seller account button and it will navigate to another page.

Enter the organization ID, and attribute set, click on the save button and it will navigate to another page.

To configure the account admin needs to authenticate the account by clicking the button. It will redirect you to the Zoho website for acceptance.

Note: When admin will export the grouped product the Export product to Zoho as option should be on active product mode.

Once accept the Zoho authentication it will redirect back to the Magento 2 store. Now the Zoho account is configured successfully and the admin can use it for product import/export and order export.

Product Sync

Before importing a product from Zoho admin needs to create a product on the Zoho end or they can import the previously created products.

Open the Zoho inventory account and move to Item, here few options are available they need to be enabled first for adding product.

• Items – for simple products
• Composite Items – for grouped and configurable products
• Price List – for adding product price.

Once enabled click on the new item button and proceed with adding a new product.

Add all necessary details and add the product. Once the product is added it will display in the product list.

Similarly, create grouped and configurable products from the composite item tab.

Once the product is created on Zoho inventory a button will display on the Magento end.

When click on the import product from Zoho button it will display a popup for confirmation.

Once click on the ok button a new tab will show on the product sync page.

When clicking on create imported product in store button a run job will work and display as a popup.

Once the product gets imported it will show here on Magento 2 end.

Now the admin can import the product image as well. They need to click on the import product image button and a run profile will execute for the same.

After successful import, the admin can check the product image in the product edit section.

Re-Import Product

The admin can also reimport the product from Zoho to Magento by choosing the option. They need to select the product click on the action scroll-down button and choose a re-import option and then submit it.

Click on export to Zoho tab and it will navigate to you on the export product page.

For product exportation, need to select the product and an option will display to Export to Zoho option then click on the submit button to complete the process.

Run profile will execute for the same.

After successful export, the admin can check the product in the product list on Zoho inventory.

Configurable Product Export

The module also supports configurable product export and import. For example, created a product on the Magento end.

Add the configuration details.

Once the product is successfully created it will display on the export to Zoho tab.

Click on the export option and export the configurable product to Zoho.

Once the execution is done you can check the product on Zoho inventory.

Note: For configurable & grouped products the sub-products will automatically be exported.

The store owner can also import orders from Zoho to Magento. Create an order on the Zoho end.

Fill in the required data and then choose the product to be added to the order.

Now, on the Magento 2 end click on the order sync option.

When click on the import button a popup will show to choose the date or import all orders.

Once choose Import all Zoho orders again and click on Create imported order in store. A popup will display for confirmation.

A run profile will execute for the same.

After successful execution order will be imported to the Magento 2 store.

Note: If the admin deletes any mapped product on Magento 2 then it will not delete from Zoho inventory.

Now, the admin can export the Magento 2 orders on the Zoho Inventory. For that, they will navigate to the Export to Zoho orders tab and click on it.

A run job will execute for the same.

Now the admin can check exported orders on Zoho Inventory.

Product and Order Management

• Sync and Import Products: Manage product synchronization between Magento and Zoho, including detailed configurations for various product types.
• Order Import and Export: Efficiently manage order transactions to ensure accuracy and timeliness in order fulfillment.

Conclusion

With the Magento 2 Zoho Inventory integration, E-Startups Kenya provides a robust toolset to streamline your e-commerce operations, enhance inventory management, and improve overall business efficiency.