Magento 2 Zoho Books Integration User Guide

Magento 2 Zoho Books Integration User Guide

Set Up Video

‚Äč
Configuration Guide

1) Login to the admin panel Go to the Store Section and click on Configuration in the sub-menu of the store section.

 

2) Open Zoho Integration. Open General Configuration




3) First Enable Zoho integration.



4) Zoho Domain:- Click the dropdown and choose the domain.



5) Zoho Book Organization ID: First click on the Zoho Book option.



6) After that, Zoho Sing in and Sing up page will open.



7) If you already have a Zoho account, click Sign in.



7.1) Email ID and mobile number:
7.2) If you choose the first option, enter your Email ID and click on Next.
7.3) Check OTP on your Email, Enter OTP then click on the verify button.
7.4)Now Zoho home page will open, Click on the Books option on the home page.



7.5) Your ZohoBooks home page is now open.



7.6) Open the Email option



7.7) Copy the Organization ID.


8) Enter the Organization ID in the Zoho Book Organization ID option.



9) Open the below URL to create a Zoho Client ID and Client secret key.

https://api-console.zoho.com/

9.1) Click the Add Client option in the right top corner.



9.2) Click the Server-based application Create Now option:


9.3) Enter Name, Homepage URL, and Authorized Redirect URIs.



9.4) Copy Authorized Redirect URI in Admin.



9.5) Click on CREATE button.

9.6) Copy Client ID and Client Secret :



9.7) And paste in these options.




10) Click on the Save Config button in the right corner.

11) After saving click on Generate Code.




11.1) Click on the Accept button.



11.2) Copy Code.



11.3) Paste in Zoho Code option.

Note: The code expires after 1 min.



12) After pasting the code click the Save Config button.

13) After saving the above information, click to Generate Refresh Token.



14) Copy and paste Refresh Token, and click on the Save Config button.

15) After saving the above information, click on Generate Token.



16) Copy and Paste Zoho Token, and Save Config.

17) Enable All Sync option you want to sync with Zoho from your Magento Store.



18) After saving the configuration, please copy and open the redirect URL in your browser. This action will initiate the export of your product, customer, and order data from Magento 2 to Zoho Books.



 

 

If you have any additional questions, or issues, or need help with your new extension please contact us at support.web2market.com.

Thank you


    • Related Articles

    • Magento 2 Custom Report Writer User Guide.

      Custom Report Writer for Magento 2 User Guide: 1. Installation: a) Login to Admin Panel. b) Go to System > Cache Management. c) Check all options and then select the action to disable and submit. d) Extract the archive Extension ...
    • Magento 2 Endicia Shipping User Guide

      Configuration Guide 1) log in to the admin panel Go to the Store Section and click on Configuration in the sub-menu of the store section. 2) Click on Delivery Methods in the Sales Section. 3) Fill in the below Account ID and Passphrase. 4) Front End: ...
    • How to Integrate Shopify with Zoho Books: Step-by-Step Guide

      The video shows the Zoho Books plugin in action. The plugin is installed in your Shopify account via the Shopify marketplace. Once you connect your accounts, you're all set. The subscription is purchased directly from Shopify. Integrating Zoho Books ...
    • Magento 2 Ups Surepost User Guide

      SurePost for Magento 2 Installation Instructions Installation: Before Installing the Extension, back up your web directory and store database then you have to log in to the admin panel and clear the Cache or Disable the cache. Firstly you will need ...
    • Troubleshooting Your Shopify Zoho Books Integration: Common Issues and Solutions

      How do I sync Zoho Books "Items" when the "Orders" sync? You have a few options to ensure your items sync correctly: Item Name as the Key: If you've set "Item Name" as the primary identifier in your app settings, we'll match your Shopify product ...