Zoho Commerce Help
Zoho Commerce Help

Zoho Inventory

Using Zoho Inventory, you can get comprehensive stock management tools for your online store. Your data from your online store will be automatically synced into Zoho Inventory so you can seamlessly work between the two.

Here are the steps to integrate your store with Zoho Inventory:
  • Login to Zoho Inventory and select the organization linked to your store.
  • If you're an existing Inventory user, select your organization while signing in to Zoho Commerce.
  • To change your organization from Zoho Inventory, click on your profile at the top right corner

and click Manage adjacent to My Organizations.

Select your organization to get started.

The following modules will get synced:
  1. Your products will be found under Item Groups and all your variants will be listed under Items.
  2. All portal members and guest customers will get synced into Contacts.
  3. Your sales and order reports will be synced.
  4. Your organization profile will get updated.

Zoho Books

Using Zoho Books, you can keep track of your accounts as you make sales on your online store. The data from your store will be automatically synced into Books so you can seamlessly work between the two.

Here are the steps to integrate your store with Zoho Books:
  • Login to Zoho Books and select the organization linked to your store.
  • If you're an existing Books user, select your organization while signing in to Zoho Commerce.
  • To change your organization, click on your profile at the top right corner and click Manage adjacent to My Organizations. Select your organization to get started. Refer here for screenshots. 
The following modules will get synced:
  1. Your products will get listed under Items.
  2. Your customers will be synced into Contacts.
  3. Your sales will be synced into the Sales section under Invoices and Payments Received.

From this point onwards, all your transactions and orders will be automatically updated between Store and Inventory.

Zoho SalesIQ

Using Zoho SalesIQ, you can add a live chat widget to your online store as well as track your visitor activity.

Here are the steps to integrate your store with Zoho SalesIQ:
  1. Go to Settings on the home page left tab in Zoho Commerce.
  1. Click Zoho SalesIQ - Live Chat under Integrations
  1. Click Connect to integrate SalesIQ into your store.

Zoho PageSense

Using Zoho PageSense, you can conduct A/B tests on your store and optimize your store for improved visitor conversions.

Here are the steps to integrate your store with Zoho PageSense:
  1. Login to Zoho PageSense.
  2. Create your space and your project.
  1. Now login to your Zoho Commerce account. 
  1. Go to Settings on the home page left tab and click Zoho PageSense found under Integrations
  1. Select your portal and project that you created and click Connect.

Mailchimp

Get started with your email marketing activities using Mailchimp.

To integrate
  1. Go to Settings, and click Mailchimp under Integrations.
  2. Click Connect to connect your store with Mailchimp.
  1. Login to your Mailchimp account. Create a Mailchimp account, if you don't have one already.
  2. After logging in, select your Mailchimp list, and click Sync.
  1. Your products, orders, abandoned carts, coupons, and customer database will be available in Mailchimp. You can use them for your email marketing campaigns, landing pages, postcards, signups, Google marketing ads, Facebook ads, and order notifications.

Avalara (Supported in US only)

Avalara AvaTax lets you automate your taxes by providing taxability rules, rates, and jurisdiction boundaries.

Benefits of setting up Avalara:

  • Determine whether each item is taxable in the customer’s location.
  • Fetch precise tax rates for each transaction by mapping to the right tax jurisdictions.
  • Avoid wrong tax rates. Save time with automated taxes, and minimize audit errors.

What Avalara does:

  • Fetches the right tax rates for all transactions.
  • Automates final tax calculations.

Access Avalara’s video library: https://www.avalara.com/us/en/learn/videos.html

Set up Avalara:

Prerequisites:
  • Avalara integration is only available for organisations whose country is US.
  • Make sure you have an account in Avalara. You can create tax codes for your organization and use these later in Zoho Commerce.
  • You'll need the credentials provided in Avalara (such as Account Number, License Key, and Company Code) to set up the integration. If no company code is provided, the default company in Avalara will be integrated with Zoho Commerce.To set up Avalara, follow these steps:
  1. Go to Settings, and click Avalara found under Integrations.
  1. Click Enable Integration to start.
  1. Enter your login credentials to connect your store with Avalara. Select 'Development' mode when you want to test the integration in a sandbox environment. 'Production' mode will actually make the integration live. Click OK when you're done.
  1. After you’ve connected, you'll see the screen shown below:
  1. Now, go to the Products section, and enter the tax code for every product in your store, as provided by Avalara. As you add new products, add in their tax codes. 
  1. To add tax codes for product variants, click on the variant's edit icon and enter the tax code. You can also add tax codes as you add new variants.

Once a tax code is associated in Zoho Commerce, Avalara will use a combination of this and the address of the customer to determine the taxability status of the item (tax exempt, partially or fully taxable) in your customer’s location.

Notes:

  • Manual tax calculation will be disabled once Avalara is integrated.
  • Make sure the details in your Organization Profile are correct, including your address and phone number. This is important, since your 'From' address will be taken from here.
Coupon discounts:

Coupon discounts will be split proportionally amongst the items in any given order, and the items will be taxed accordingly.

Taxes on shipping charges:

When you enable taxes on shipping charges from the Taxes section, Avalara will automatically calculate taxes for shipping charges.

Delete Avalara integration
To delete your integration:
  1. Click Disable Integration from the Avalara page in Zoho Commerce.
  1. Click OK in the confirmation pop-up.

Useful links:

Zoho Survey

Include surveys in your emailers using Zoho Survey. Follow these steps to integrate:

  1. Go to Settings, and click Zoho Survey found under Integrations.
  2. Click Connect to get started.
  3. To use this feature, first create a survey from Zoho Survey.
  4. In the Email Notifications section, click Edit Template on the email where you want to include your survey.

Zoho MarketingHub

Automate your marketing activities by integrating your store with Zoho MarketingHub. To integrate:

  1. Go to Settings found on the home page left tab and click Zoho MarketingHub under Integrations.

2. Click Access MarketingHub.

3. If you haven’t created an account, go to Engagement on the left tab and click Ecommerce.

4. Select the store you want to connect and the mailing list into which you want to add and manage your store's customers. Create a new mailing list if you haven't created one.

5. Your store will be connected and your products, customers, carts, and your order details will be synced with MarketingHub.

6. View the details of your store's revenue, products, customers in the Summary page. 

Zoho Campaigns

Perform advanced email marketing using the Zoho Campaigns integration. To integrate:

  1. Go to Settings found on the home page left tab, and click Zoho Campaigns under Integrations.

2. Click Access Campaigns.

3. If you haven't already created an account, you'll land onto the following screen:

4. Head over to the Ecommerce tab and click Integrate found under Zoho Commerce. Click Proceed on the next screen. 

5. Select the store you want to connect and the mailing list into which you want to add and manage your store's customers. Create a new mailing list if you haven't created one.

6. Your store will be connected and your products, customers, carts, and your order details will be synced with Campaigns. View the details of your store's revenue, products, customers in the Summary page.

7. Using the Automation module, you can send autoresponders of varied kinds.

Note:

  • Your store will be deleted from Campaigns if you delete the mailing list.

Zoho CRM

Using Zoho CRM, you can sync your products and your customers from your store into CRM, and also vice-versa. To integrate:

  1. Go to Settings on the left tab and click Zoho CRM under Integrations.

2. In the next page, click Connect

3. Enter the email address associated with your account along with the ZSC key that you can auto-generate.

4. Configure the sync for your contacts and products.

5. Configuring the Contacts module will look like this:

6. Configuring the Products module will look like this:

7. Once configured, you can make changes to your sync if you'd like to.