Smart Zoho Integrator

About Us

Woo Smart Zoho Integrator plugin is a complete synchronization solution for Zoho CRM. This plugin sync WooCommerce Products, Customers, and Orders with the Zoho modules that are available in your Zoho account.

WP Smart Zoho automatically add or update orders, customers, and products using WooCommerce hooks, sync settings, and the field mapping you create in the mapping section.

This plugin allows you to manage sync settings easily and create all possible mappings between Zoho modules and WooCommerce modules.

Major Features:

• Uses secure and latest Zoho CRM V2 API.
• Authorization and Sync Settings.
• Zoho and WordPress Field Mapping.
• Manual synchronization of WooCommerce Products, Customers, and Orders.
• Automatic synchronization based on WooCommerce actions.

Authorization and Sync Settings Features:

• General settings to manage Client ID, Client Secret, Access Token, and Refresh Token.
• Option to enable customer sync with Zoho Leads.
• Option to enable customer sync with Zoho Contacts.
• Option to enable customer sync with Zoho Accounts.
• Option to enable customer sync with Zoho Deals.
• Option to enable customer sync with Zoho Activities.
• Option to enable customer sync with Zoho Products.
• Option to enable customer sync with Zoho Quotes.
• Option to enable customer sync with Zoho Sales Orders.
• Option to enable customer sync with Zoho Purchase Orders.
• Option to enable customer sync with Zoho Invoices.
• Option to enable customer sync with Zoho Campaigns.
• Option to enable customer sync with Zoho Vendors.
• Option to enable customer sync with Zoho Price Books.
• Option to enable customer sync with Zoho Cases.
• Option to enable customer sync with Zoho Solutions.
• Option to enable customer sync with Zoho Tasks.
• Option to enable customer sync with Zoho Events.
• Option to enable customer sync with Zoho Notes.
• Option to enable customer sync with Zoho Attachments.
• Option to enable customer sync with Zoho Calls.
• Same options are available for Orders synchronization.
• Same options are available for Products synchronization.

Fields Mapping Features:

• After successful authorization, required Zoho fields will be automatically mapped with WooCommerce base fields.
• You can create multiple mappings between WordPress modules and Zoho modules.
• Zoho modules are loaded dynamically from your Zoho account.
• Zoho fields (with field types) are loaded dynamically based on selected module.
• Option to delete mappings.
• Sorting and filtering options available in mapping table.

Manual and Automatic Synchronization Features:

• When a new customer is registered, data will sync based on sync settings and mapping.
• When customer details are updated, existing Zoho records will be updated automatically.
• When a new order is created, it will sync to Zoho based on settings and mapping.
• When an order is updated, Zoho record will be added or updated.
• When products are created or updated from admin, they will sync to Zoho.
• Admin can manually sync products, customers, and orders from the synchronization tab.
• Manual sync works according to sync settings and mapping.
• Automatic sync works based on WooCommerce hooks and sync settings.

Manual Upload via WordPress Admin

• Go to Plugins > Add New.
• Click the Upload Plugin button.
• Select the zip file (wp-smart-zoho-integration.zip).
• Click Install Now.
• After installation, click Activate Plugin.
• Complete the settings and authorize your Zoho account.