1 / 3

Easy Guide: Set Up WooCommerce Zoho Integration Hassle-Free!

Discover the effortless way to connect your WooCommerce Zoho integration seamlessly. user-friendly guide for a hassle-free setup and streamline your business !

Elsner1
Télécharger la présentation

Easy Guide: Set Up WooCommerce Zoho Integration Hassle-Free!

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. What is the Step-by-Step Process of Setting Up WooCommerce Zoho Integration? There is an endless array of perks associated with WooCommerce Zoho integration, which can help you streamline your store operations and management. May it be about tracking your customers’ behaviors and preferences or implementing automation for most of your repetitive business management tasks, this integration can help you with all. So, if you are new to WooCommerce with your online business and want to integrate Zoho into it, this article will educate you on the involved steps, in brief, to count on. What are the Steps to Integrate WooCommerce with Zoho? The steps that you must follow in order to integrate WooCommerce with Zoho solutions include: 1. Find the Connector or Plugin You must first look for the best WooCommerce Zoho integration plugin across the official marketplace or at third-party marketplaces. Once you find the same, download it to your website. 2. Do Set-Up for the Installed Connector Once you have enabled the connector to your website, you must now use the dedicated setup assistance resource or documentation and complete the rest of the process.

  2. 3. Create New Feeds or Customize the Existing Ones You must get along with customizing the current feeds or creating new ones, depending on what your WooCommerce store requires after the plugin is installed. What Settings to Tweak Under a Feed for Establishing Zoho Connection with WooCommerce? Here are some of the settings that you must change or modify in order to establish a secure connection with WooCommerce: ● Select the Object: You will have to select the object under the dedicated section for which you want to execute data synchronization. ● Map a Field: You must then map a specific field to a particular value that you want to object to store. ● Add a New Field: In case you are in need of syncing some other data associated with the object, go ahead and add that field to the dedicated feed. ● Map the Order Statuses: You must then map out all the WooCommerce order statuses with Zoho to ensure the same data gets saved in the CRM portal automatically, even if the status changes at any time. ● Set Product Details: By enabling this setting within the Orders feed, you will be able to sync the data of your product to Zoho, that was purchased by the customer in a specific order. ● Choose an Event: You must select a specific event that must trigger the process of data synchronization. After you have customized the feeds, you can now go to the ‘Data Sync’ setting for enabling or disabilit it. Now, you will be allowed to choose between bulk data synch and one-click sync. With the bulk data synch, you will be able to synch all the historical data of the object you select, whereas a one-click synch will sync all the new data along with any data that failed to synch in the last attempt.

  3. Upon successfully establishing the WooCommerce Zoho integration, you can then also consider adding other plugins, such as Advance FAQ Magento 2 or WooCommerce, Moneris Direct Payment Gateway, QuickBooks Gateway or others, to scale the functionalities better! Parting Words These are the steps that you must follow in order to establish the WooCommerce Zoho integration with the use of the right plugin or extension from a reputed third-party developer. In case you need any help in establishing the connection, do talk to your team of developers and let them help you in the quest! Contact Us Company Name: Elsner Technologies Pvt Ltd. Address: 3405 Pennsylvania Common, Fremont, CA 94536 USA Phone(s) : 16075244040 Email id: sales@elsner.com Website: https://store.elsner.com/

More Related