How to Integrate Zoho Books with Shopify: Complete Tutorial

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 with Your Shopify Store: A Step-by-Step Guide

  1. Get the App:

    1. Start by visiting the Shopify App Store and search for "Zoho Books." Click the "Install" button to add it to your Shopify store. https://apps.shopify.com/zohobooks

  2. Choose Your Plan:

    1. Select the Zoho Books plan that best suits your business needs.


  3. Connect Your Accounts:

    1. You'll be asked to enter your Zoho Books Client ID and Client Secret. If you don't see this prompt, go to the app's "Settings" section. 

  4. Obtain Your Credentials:

    1. If you don't have your Client ID and Client Secret yet, follow these steps:

      1. Go to the Zoho Developer Console: https://accounts.zoho.com/developerconsole
      2. Click on "ADD CLIENT."
      3. Select "Server-based Applications."
      4. Give your client a name (e.g., "My Shopify Store").
      5. Enter this Homepage URL: https://prod1.zohobooks.ahw2m.net
      6. Enter this Authorized Redirect URI: https://prod1.zohobooks.ahw2m.net/login/zohobooks
      7. Click "CREATE." h. Copy your "Client ID" and "Client Secret."




  5. Complete the Connection:

    1. Back in your Shopify app settings, paste your "Client ID" and "Client Secret."
    2. Select the correct "Data Center" (this should match the region you selected when setting up your Zoho Books account).

  6. Authorize Access:

    1. After saving your settings, you'll be taken to the Zoho Accounts page. Log into Zoho Books and grant the app permission to access your data.
  7. Choose Your Organization:

    1. Once authorized, you'll be redirected back to the app settings. Select the specific Zoho Books organization you want to connect.

  8. Customize Your Settings:

    1. You'll see export and import settings pages with several additional options. Carefully review these to ensure a smooth sync.


  9. Save and Start Syncing:

    1. Save your export and import settings. You're now ready to automatically sync your Shopify orders with Zoho Books!
    2. ‚Äč

Need More Help?

If you run into any issues or your items aren't syncing, refer to our troubleshooting guide: https://support.web2market.com/portal/en/kb/articles/troubleshooting-your-shopify-zoho-books-integration-common-issues-and-solutions

Additional Information on Zoho APIs and Authentication

  1. https://www.zoho.com/books/api/v3/introduction/#oauth
  2. https://www.zoho.com/know-your-datacenter.html


    • Related Articles

    • Troubleshooting Your Shopify Zoho Books Integration: Common Issues and Solutions

      Orders Not Syncing? The cron runs every 1 hour. Please wait for 1 hour before checking Zoho Books to ensure that the invoices are synced. GST settings are exclusive to Indian businesses. Please turn it off if your business is in another country. Use ...
    • Magento 2 Zoho Books Integration User Guide

      Set Up Video 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 ...
    • Magento 2 Dimensional Shipping User Guide

      Dimensional Shipping for Magento 2- Installation Instructions and User Guide Installation: Before Installing the Extension, back up your web directory and store database. Then, log into the admin panel and then clear the cache. Go to your admin ...
    • 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 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 ...