{"id":345552,"date":"2022-07-25T12:52:47","date_gmt":"2022-07-25T12:52:47","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=345552"},"modified":"2024-05-01T12:28:31","modified_gmt":"2024-05-01T12:28:31","slug":"odoo-multi-accounting-zoho-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-multi-accounting-zoho-connector\/","title":{"rendered":"User Guide For Odoo Multi Accounting Zoho Connector"},"content":{"rendered":"\n

Note:<\/strong> Odoo Multi Accounting Zoho Connector is a dependent module on Odoo Multi-Accounting Solution<\/a> Module, which is the framework module to provide the structure to integrate Zoho with Odoo. Install the base module first for Odoo Multi Accounting Zoho Connector to work properly.<\/p>\n\n\n\n

INTRODUCTION<\/strong><\/h2>\n\n\n\n

Odoo is one of the best tools available in the market to manage business operations. In recent years Zoho has made its own place when it comes to accounts management tools. Businesses often use both Odoo and Zoho to manage their business operations effectively.<\/p>\n\n\n\n

Is there any module available in the market that can connect Odoo with Zoho?, the answer to this question is “Yes”, Odoo Multi Accounting Zoho Connector help businesses import data from Zoho to Odoo seamlessly.<\/p>\n\n\n\n

Odoo Multi Accounting Zoho Connector allows users to import\/export data of accounting that has already been created using cron or by manual transfer.<\/p>\n\n\n\n

FEATURES<\/strong><\/h2>\n\n\n\n
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  1. Import Products, Partners, Sales Orders, Customers, Account Invoices, and Account Payments in Odoo.<\/li>\n\n\n\n
  2. Import data manually or via cron scheduler.<\/li>\n\n\n\n
  3. Product details are imported along with the products.<\/li>\n\n\n\n
  4. Moreover, Order details (like customers and their addresses, taxes, delivery methods, payment methods, and currency) are imported along with the orders<\/li>\n\n\n\n
  5. Customer details( like an address) are imported along with the customers.<\/li>\n\n\n\n
  6. Manually export Products, Partners, Sales Orders, Customers, Account Invoices, and Account Payments from Odoo.<\/li>\n\n\n\n
  7. Enhanced Dynamic Dashboard to track the data from one place.<\/li>\n<\/ol>\n\n\n\n

    We have linked Zoho CRM and Odoo to eliminate each other\u2019s shortcomings and created the Odoo Zoho CRM Connector<\/a> <\/a>with vast features that will ease customer relationship management.<\/p>\n\n\n\n

    INSTALLATION<\/strong><\/h2>\n\n\n\n
      \n
    1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n
    2. Extract the file from your system after the download finishes. You will be able to see a folder named- \u2018zoho_odoo_connector\u2019.<\/strong><\/li>\n\n\n\n
    3. Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n
    5. Then, open the Apps menu and click on \u2018Update Modules List\u2019.<\/strong><\/li>\n\n\n\n
    6. In the search bar, remove all the filters and search \u2018zoho_odoo_connector\u2019<\/strong>.<\/li>\n\n\n\n
    7. You will be able to see the module in the search results. Click on \u2018Install\u2019<\/strong> to install it.<\/li>\n<\/ol>\n\n\n\n

      WORKFLOW CONFIGURATION<\/strong><\/h2>\n\n\n\n
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      1. After completing the installation, log in to your Odoo database and go to the multichannel Accounting module.<\/li>\n\n\n\n
      2. Select the Instance option and click on \u201cCreate\u201d<\/strong><\/li>\n<\/ol>\n\n\n\n
        \"Odoo-Multi-Accounting-Solution\n\"<\/figure>\n\n\n\n
          \n
        1. 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, Organization and Redirect URL. To get the Zoho credentials, you need to go to Zoho.<\/li>\n<\/ol>\n\n\n\n

          Configuration at Zoho Backend<\/strong><\/h3>\n\n\n\n