Integration Steps

Step 1: Navigate to ERP Integration & Select Zoho

Go to: Accounting → ERP Integration → Zoho Books → Add

Step 2: Login to Zoho Books

You will be redirected to the Zoho login page.

Login using your Zoho Books account credentials and complete the authorization process.

Step 3: Configure Zoho Books Before Synchronization

Before synchronizing data with EasyEcom, configure the following settings in Zoho Books.

Configure Manual Invoice Numbering

To ensure invoice numbers in Zoho Books match the invoice numbers generated in EasyEcom:

1. Navigate to Sales → Invoice → New.
2. Click the Gear icon.
3. Enable Enter Invoice Manually.

This ensures invoice numbers in Zoho Books match the invoice numbers generated in EasyEcom.

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Configure Customer Address Format

To sync the complete customer name and address details:

Navigate to: Settings → General (under Module Settings) → Customers and Vendors

Update the address formats as follows:

Customer and Vendor Billing Address Format

Replace ${CONTACT.CONTACT_DISPLAYNAME} with the following placeholder:

${CONTACT.CONTACT_FIRSTNAME} and add ${CONTACT.CONTACT_ATTENTION}

Customer and Vendor Shipping Address Format

Replace ${CONTACT.CONTACT_DISPLAYNAME} with the following placeholder:

${CONTACT.CONTACT_FIRSTNAME} and add ${CONTACT.CONTACT_ATTENTION}

Save the changes after updating both formats.

Step 6: Open Zoho Books Configuration

Navigate to: Accounting → ERP Integration

Locate Zoho Books and click Configure.

Step 7: Upload Tax Mapping Configuration

Navigate to Configuration → Upload Configuration File.

Upload the Tax Mapping Sheet and map the taxes available in Zoho Books with the corresponding taxes configured in EasyEcom.

Step 8: Select Company and Date Range

1. Select the required Zoho company from the dropdown.
2. Select the Invoice/Return date range.
3. Click Submit.

Step 9: Run Required Sync Jobs

After clicking Submit, the available synchronization actions will be displayed.

Click the required sync option to create an import job.

The job status can be tracked from the Import Jobs section.

A Cron Job can also be configured to automate synchronization.

Note: Additional synchronization options may be visible in the configuration screen. Currently, this integration supports Product, Sales Order, Invoice, and Return synchronization only.

Additional Information

Data Synchronization Flow

Sync Trigger Conditions

Return Synchronization

After a return is completed, the return details are synced to Zoho Books. Sales Returns and Credit Notes are created in Open status.

Tax Handling

The integration supports CGST, SGST, and IGST tax structures. Ensure all tax rates in Zoho Books are configured as 0%.

Customer Handling

Marketplace B2C orders can be managed using a Consumer customer in Zoho Books.

Place of Supply should be updated while creating the order.

Sync Reports

The following ERP sync reports are available under:

Navigate to: Reports → Reports Dashboard → Other Reports

• ERP Sales Invoice Sync Status Report
• ERP Credit Notes Sync Status Report
  

Important Points:

• The Zoho account being connected must have Administrator access.
• Order Active must be enabled under Sync Channels.
• All tax rates in Zoho Books should be configured as 0%.
• Invoices and Credit Notes can be synced for a maximum period of 7 days per sync request.
  
• Credit Note sync can only be performed after the corresponding invoice for the same order has been successfully synced to Zoho.