User Guide for Odoo Zoho Inventory Connector

INTRODUCTION

Odoo Zoho Inventory Connector syncs your inventory data from Zoho to Odoo, which helps you save time and reduce errors. Easily manage your stock, orders, & all other business operations in one place.

Zoho Inventory helps businesses keep track of their stock, manage orders, and ensure that everything runs smoothly.

Meanwhile, Odoo ERP is another powerful platform that handles various business tasks, like accounting, sales, and customer management.

So here we are introducing our Odoo Zoho inventory connector, It will connect Zoho Inventory with Odoo ERP. With this, you get the best of both worlds.

Prerequisites For Using Odoo Zoho Inventory Connector

Odoo Zoho Inventory Connector works in conjunction with the following module:

Odoo Multichannel sale

You must install this module first for Odoo Zoho Inventory Connector to work.

FEATURES

Import categories, products, orders, and customers from Zoho to Odoo.
Sync products stock quantities in real-time from Odoo to Zoho.
Schedule automatic imports of products, orders, categories, and customers from Zoho to Odoo using a cron scheduler at regular intervals.
Users can set regular intervals for automatic data imports.
With this module, you can avoid product duplication during imports.
It allows data imports with various filters.
Import sales orders along with customer information.
Map order states between Zoho and Odoo.
Track import history in the synchronization history tab.
Use a dynamic dashboard for tracking imported data, featuring clickable data cards and visualization tools.
Maintain a mapping history of synced data in the mapping tab.

INSTALLATION

Once you purchase the app from the Webkul store, you will receive the link to download the module zip file.
Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘Zoho_inventory_connector’
Copy and paste this folder inside your Odoo Add-Ons path.
Now, open Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
Then, open the Apps menu and click ‘Update Modules List.’
In the search bar, remove all the filters and search ‘Zoho_inventory_connector’
You will be able to see the module in the search results. Click on ‘Install’ to install it.

WORKFLOW

After completing the installation of Odoo Zoho Inventory Connector, log in to your Odoo account and go to the multichannel module.

Select the Instance option and click on “New”

Firstly, Fill in the details like the Instance name and select the Instance type. Then, add the credentials which include Client ID, Client Secret Key, and Organization ID.

The redirect URL will be fetched automatically on the successful connection.

To obtain the Zoho credentials, go to Zoho.

Configuration at Zoho Backend

Open API Console in Zoho

Click on ‘Add Client’ and then select Server Based Application as a client type.

Enter the client name, Home Page URL, and Authorized Redirect URL, then click on update.

Copy the “Client ID” and “ secret key” for configuring the Zoho inventory connector instance.

After filling in all the details at Odoo end click on the test connection.

Congratulations, Connection is successful between Odoo and Zoho inventory via Odoo Zoho Inventory Connector!!

Also, check out our Zoho Odoo Book connector to integrate your Zoho book with Odoo.

BASIC CONFIGURATION

The basic configuration of the Odoo Zoho Inventory Connector includes the following settings:

Auto-evaluate: When enabled, the auto-evaluate, the auto-evaluate feature will automatically assess the feed of the imported data.

Company: Select the default company for importing data from Zoho Inventory to Odoo.

API Record Limit: Set the limit for the number of records that will sync between Odoo and Zoho Inventory.

Channel time zone: Choose the time zone to ensure the channel operates in the correct time zone.

Advanced configuration Under the advanced configuration for Odoo Multichannel Sale you can configure color, color index, blog URL, and store URL.

SALE SETTING

Channel Sales Order

Payment Term: Configure the Payment terms for the payment of sale orders imported from Zoho Inventory to Odoo.

Sales Team: Configure the sales team for sale orders imported from Zoho Inventory to Odoo.

Salesperson: Configure the salesperson for sale orders imported from Zoho Inventory to Odoo.

Campaign: Configure the UTM Campaign for sale orders imported from Zoho Inventory to Odoo.

Medium: Configure the ordered medium for sale orders imported from Zoho Inventory to Odoo.

Source: Configure the order Source for the sale order imported from Zoho Inventory to Odoo.

Tax Type: Configure the Tax Type used in channel order. You can select the tax type as either tax included or tax excluded.

E-Commerce Order Reference Sync: If enabled order will created with the ecom sequence at Odoo end.

Channel Order Default Product

Discount Product: Configure the service product to discount the order.

Shipping Product: Configure the service product for the Service Product for Shipping product for the imported sale order.

Realtime Sales Order Status Sync

With this setting, you can enable the real-time sync of the order status from Odoo to Zoho Inventory.

You can configure the real-time sync of the cancellation and shipment statuses from Odoo to Zoho Inventory.

PRODUCT SETTING

Default Settings

Category: At the ecom end user can apply multiple categories but at Odoo end only a single category is applied. Set default category in which imported orders will be stored

Pricelist: Select same currency of the pricelist used over the e-commerce store/marketplace

Language: Set default language in language option that will be applied to all objects synced from ecom to Odoo.

SKU Pattern: Value configured here will be used as an SKU in case SKU is not present or found while syncing product from ecom to odoo.

Product avoid duplicity: If Enabled, Product duplicity will be avoided based on Internal Reference (SKU) along with Barcode during import.

Stock Settings:

Auto Stock: If enabled stock will be synced from Odoo to Zoho Inventory in real time

Stock Action: Product Quantity will sync According to selected option Quantity on hand/forecast Field.

You can either select sync of on-hand quantity or forecasted quantity.

Warehouse: It is the default warehouse that is used for importing products from Zoho Inventory to Odoo.

Location: It is the default location where your stock will be stored when imported from Zoho Inventory to Odoo.

ORDER STATE MAPPING

Here you can map order state of Zoho Inventory with order state of Odoo. You need to enter the same name of order status in channel order status.

You can also configure default state directly from here. Additionally, the creation of invoices and shipments (both paid and open) can be handled.

CRON

We have provided cron features that will import data from Zoho Inventory to Odoo. Data will be Imported Based on Created/Updated status after a defined date.

Cron Configuration

To configure Odoo Zoho Inventory Connector cron, navigate to Miscellaneous >> Global configuration >> Select the cron you want to configure.

Here, You will find the order product customer category and feed cron.

NOTE: Data will be imported based on created/updated or defined date.

Model: The module on which server acts.

Allowed groups: The group responsible for executing server actions.

Scheduler User: The user will be responsible for running scheduler.

Execute Every: Here you can configure the time interval for the execution of the cron.

Active: Enable this option to activate the selected cron.

Next Execution Date: The next scheduled execution date for this job

Number of calls: Specifies how many times the method is called. A negative value indicates no limit.

Priority: The priority of the job as an integer 0 means high priority and 10 means lower priority.

Repeat missed: Specify whether the missed occurrence should be executed when the server restart.

MISCELLANEOUS

GLOBAL SETTINGS

Next, go to the ‘multi-channel> miscellaneous> global configuration.’

From here, you can configure the import scheduler and enable ‘Avoid Duplicity (Default Code)’ to avoid double imports of unchanged data.

SYNCHRONIZATION HISTORY

In the ‘Synchronization History’ option, you can view the entire history of every sync done via Odoo Zoho Inventory Connector. On clicking anyone, you can see all the details of the history sync.

DATA MAPPING IN ODOO

You can view the mapping of all the imported data, such as products, categories, orders, customers, and shipping methods, in Odoo.

By opening any page from the mapping menu, you can view the list view of every mapping. On clicking any, you can view the details of that particular mapping.

DATA SYNCHRONISATION

DATA IMPORT

You can import data from the connection’s operation tab. You can also use the import button on the dynamic dashboard.

Note: The order of data import is as follows: categories >> product >> orders.

To import the order, your product must be imported. Similarly, to import a product, your categories should be imported from Zoho Inventory to Odoo.

Moreover, you can only import the following data from the Zoho Inventory to Odoo.

Products– You can import products using the All and By ID filters.

Order– Import using All, date range, and I’D filters.

Category– Import categories using All and By ID.

Customer– Import them using the All and By ID filters.

Shipping Method– It allows you to import by All and By ID.

You can import all of this data using the filters mentioned above. To complete a data import, you must select the “channel instance,” “object,” and “filter” in the import wizard.

Customer Import