Guide to integrate Zoho Inventory with eShipz

Guide to integrate Zoho Inventory with eShipz


STEP 1: On the right top corner zoho inventory page we have ‘Settings’ click on that icon [Refer Image No: 1.1]

Image No: 1.1

STEP 2: On the Settings page click on ‘Automation’[Refer Image No: 1.2]



Image No: 1.2

STEP 3: On Automation page click on webhooks and on webhooks page click on ‘New Webhook’ button [Refer Image No: 1.3]



Image No: 1.3

STEP 4: New Webhook page will be displayed [Refer Image No: 1.4]

How to set the Webhook
Name: Provide the name
Module: select ‘Sales order’ from the dropdown
URL to notify : https://orders.eshipz.com/webhook/zoho_xxxxxxxxxxxxxxxx?store_id=xxxxxxxxxxxxxxxxx
Please log in to your zoho account or reach out to us for this URL.
Method: POST
click on ‘save’

Image No: 1.4

This is how we successfully setup the webhooks

How to setup workflow for zoho?

STEP 1: On the Automation page click on ‘Workflow Rules’ and on Workflow Rules page click on ‘New Workflow Rule’ [Refer Image No: 2.1]


Image No: 2.1

STEP 2: Steps to setup workflow rules

1.New Workflow Rule

Workflow Rule Name: Set the name of the workflow.
Module : Select ‘sales order’ from the dropdown’ and click on ‘Next’


Image No: 2.2

2.Choose when to Trigger

Workflow type: choose ‘Event Based’ from dropdown.
When an Sales Order is: choose ‘Created or Edited’ radio button.
Execute the workflow when: choose ‘When any field is updated’ from the dropdown and click on ‘Next’


Image No: 2.3

3. Filter the triggers

Select ‘sales order’ from the ‘Select the field’ dropdown and from the ‘select the comparator’ dropdown choose ‘is not empty’.
 Select ‘Everytime’ radio button and click on ‘Next’


Image No: 2.4

4. Actions

Under Immediate Actions
TYPE dropdown: choose ‘Webhooks’
NAME dropdown: The workflow name which u have set [Refer Image No: 2.1] will be popped up , select the name from dropdown and click on ‘Save’


Image No: 2.5

 

How to generate the credentials for Zoho Inventory?

STEP 1: Login to zoho api console  https://accounts.zoho.com/signin?servicename=AaaServer&serviceurl=%2Fdeveloperconsole

The user has to sign with a registered mail id which was given on Zoho account creation.

Image No: 3

STEP2: After entering the registered mail id and password, User need to choose the Client type as Server-based Applications.



Image No: 4


STEP 3: Here we have to provide the details in ‘Create New Client’ page.
Client Name: we can provide any name for the client
Homepage URL: https://www.zoho.com/in/inventory/
Authorized Redirect URIs: https://orders.eshipz.com/oauth
and click on ‘Create’

Image No: 5.1

Here the Client ID and Client Secret is displayed [Refer Image No: 5.2]

Image No: 5.2

 

STEP 4: For Zoho Organization ID we can find on Zoho Inventory page , On the dashboard of Inventory page click on Profile icon we can see Organization ID



Image No: 6

STEP 5: On eShipz page user has to click on Settings and then Sales Channel as shown in the below image.

Image No: 7.1

Channel settings page has been displayed the user has to click on Zoho on Configuration Sales Channel. 


Image No: 7.2

The user has to fill in the Client id, Client secret [Refer Image No: 5.2] and Organization id [Refer Image No:6] and then check the Active Channel checkbox and save the details by clicking on the save button.


Image No: 7.3

This is how we Integrate the zoho inventory to eShipz

Limitations:

  1. For Merge orders update status will not work

  2. we can create only prepaid orders for zoho inventory

  3. For split orders any of the parent /child awb will get updated

  4. For zoho inventory [Multiple stores: 3 stores update status is not working from create shipment page, through Automation filters and My Shipments page


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