{"id":560604,"date":"2026-10-14T11:13:41","date_gmt":"2026-10-14T11:13:41","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=560604"},"modified":"2026-10-14T11:13:53","modified_gmt":"2026-10-14T11:13:53","slug":"prestashop-zoho-books-connector","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/prestashop-zoho-books-connector\/","title":{"rendered":"User Guide for PrestaShop Zoho Books Connector"},"content":{"rendered":"\n
The PrestaShop Zoho Books Connector sends your customers, products, orders, payments, and credit slips to Zoho Books, and can bring changes made in Zoho Books back to PrestaShop. <\/p>\n\n\n\n
You set it up on one Back Office page, map your taxes and payment methods, and then follow the work in the sync queue, synced records, logs, and conflicts pages.<\/p>\n\n\n\n
Note:<\/strong> You need a Zoho Books account and a Zoho API console client of type “Server-based Application”. <\/p>\n\n\n\n
The module needs PHP 8.1 or newer and a cron task that runs every 5 minutes. Zoho Books is set up per shop, so select a single shop in a multi-store setup before you change anything.<\/p>\n\n\n\n
Features of PrestaShop Zoho Books Connector<\/h2>\n\n\n\n
\n
Connect one Zoho Books organization per shop with OAuth 2.0 in any Zoho data center<\/li>\n\n\n\n
Sync customers as Zoho contacts, one contact per currency, with billing and shipping addresses<\/li>\n\n\n\n
Sync products and combinations as Zoho items, matched by SKU<\/li>\n\n\n\n
Create a sales order and an invoice for each order, with taxes, shipping and discounts<\/li>\n\n\n\n
Record payments against the invoice and turn credit slips into credit notes<\/li>\n\n\n\n
Queue every change and send it from a cron task, with retries and a daily API budget<\/li>\n\n\n\n
Bring contacts, items, invoice status, payments and stock back from Zoho Books with two-way sync<\/li>\n\n\n\n
Resolve fields changed on both sides with a per-field policy and a Conflicts page<\/li>\n\n\n\n
Review the work in the Sync queue, Synced records and Logs pages<\/li>\n<\/ul>\n\n\n\n
How to install PrestaShop Zoho Books Connector<\/h2>\n\n\n\n\n
In the Back Office go to Modules \u203a Module Manager<\/strong> and click Upload a module<\/strong>.<\/li>\n\n\n\n
Drag the module ZIP into the drop area, or select it from your computer.<\/li>\n\n\n\n
Wait for the installer to finish. The module then appears in the Module Manager list.<\/li>\n<\/ol>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n
After the install, the menu Sell \u203a Zoho Books<\/strong> appears with six pages: Configuration<\/strong>, Mappings<\/strong>, Sync queue<\/strong>, Synced records<\/strong>, Logs<\/strong> and Conflicts<\/strong>.<\/p>\n\n\n\n
Module Configuration<\/h3>\n\n\n\n
Go to Sell \u203a Zoho Books \u203a Configuration<\/strong>. The page has a Connection card, a Sync settings card, a Sync status card, a Cron task card and a Real-time & two-way sync card.<\/p>\n\n\n\n
Connection<\/h3>\n\n\n\n
Create the API client first, as described in the Zoho Books setup section below, so you have the Client ID and secret ready.<\/p>\n\n\n\n
\n
Choose your Zoho data center<\/strong>. Pick the domain you log in to, for example India (zoho.in). The default is zoho.com.<\/li>\n\n\n\n
Enter the Client ID<\/strong> and the Client secret<\/strong>, then press Save<\/strong>. Leave the secret empty later to keep the saved one.<\/li>\n\n\n\n
Press Connect to Zoho Books<\/strong>. Zoho asks you to approve the access, then returns you to this page.<\/li>\n\n\n\n
If your account has more than one organization, choose it in Zoho Books organization<\/strong> and press Use this organization<\/strong>. With a single organization the module selects it for you.<\/li>\n<\/ol>\n\n\n\n
Once connected the card shows the data center, the organization, API calls today<\/strong> against your daily budget, and the connection date. Disconnect<\/strong> removes the connection.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Sync settings<\/h3>\n\n\n\n
What to sync<\/strong>\u00a0has one switch per data type: <\/p>\n\n\n\n
Customers \u2192 Contacts, Products \u2192 Items, Orders \u2192 Sales orders, Orders \u2192 Invoices, Payments \u2192 Customer payments and Credit slips \u2192 Credit notes. All are on by default.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Under Documents<\/strong> you choose when and how documents are created:<\/p>\n\n\n\n
\n
Create the invoice when the order reaches<\/strong> lists the order states that create the invoice.<\/li>\n\n\n\n
Void the sales order and invoice when the order reaches<\/strong> lists the states that void them, such as Canceled.<\/li>\n\n\n\n
Mark invoices as sent<\/strong> is on by default. When it is off, invoices stay as drafts in Zoho Books.<\/li>\n\n\n\n
Use the order reference as sales order number<\/strong> and Use the PrestaShop invoice number<\/strong> are off by default. The reference is always stored in the Zoho Reference# field.<\/li>\n\n\n\n
Send prices tax included<\/strong> should match your Zoho Books tax preference.<\/li>\n\n\n\n
Item type<\/strong> sets the type of created items. After creating a credit note<\/strong> chooses between applying it to the invoice or refunding it. Default payment mode<\/strong> is Cash and is used when a payment module has no mapping.<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\n
Under Real time<\/strong> and Queue<\/strong>:<\/p>\n\n\n\n
\n
Send changes immediately<\/strong> sends each change right after the page loads. It needs PHP-FPM. Without it the cron task sends the changes.<\/li>\n\n\n\n
Time allowed for an immediate send (seconds)<\/strong> defaults to 10.<\/li>\n\n\n\n
Jobs per cron run<\/strong> defaults to 50 and Attempts before a job fails<\/strong> to 5.<\/li>\n\n\n\n
Daily API call budget<\/strong> defaults to 1000. Zoho allows 1,000 calls a day on the Free plan and up to 10,000 on paid plans.<\/li>\n\n\n\n
Keep logs and finished jobs for (days)<\/strong> defaults to 30.<\/li>\n\n\n\n
Debug logging<\/strong> is off by default. When on, it records every API request and response with tokens masked.<\/li>\n<\/ul>\n\n\n\n
Press Save<\/strong> at the bottom of the card.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Cron task<\/h3>\n\n\n\n
Changes are queued and sent to Zoho Books by a cron task that you run every 5 minutes. The card shows the cron URL and the command line. The command line is recommended:<\/p>\n\n\n\n
The cron URL contains a secret token. Do not share it.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Zoho Books setup<\/h2>\n\n\n\n
You need the Client ID and Client secret from Zoho for the Connection card above.<\/p>\n\n\n\n
\n
Open the Zoho API console for your data center. The link is shown at the top of the Connection<\/strong> card, for example https:\/\/api-console.zoho.in<\/code>.<\/li>\n\n\n\n
Add a client of type Server-based Application<\/strong>.<\/li>\n\n\n\n
In Authorized Redirect URIs<\/strong> paste the exact address shown in the Connection<\/strong> card. If it differs by even one character, Zoho refuses the connection.<\/li>\n\n\n\n
Copy the Client ID<\/strong> and Client secret<\/strong>. You paste them into the module in the next section.<\/li>\n<\/ol>\n\n\n\n
Map taxes and payment methods<\/h2>\n\n\n\n
Go to\u00a0Sell \u203a Zoho Books \u203a Mappings<\/strong>. Under\u00a0Taxes<\/strong>, choose the Zoho Books tax for each PrestaShop tax rule. <\/p>\n\n\n\n
An order that uses a tax rule with no mapping is not sent, so that no invoice is created with a wrong tax. Press\u00a0Save<\/strong>\u00a0when done.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Under\u00a0Payment methods<\/strong>, fill in a\u00a0Zoho payment mode<\/strong>\u00a0for each payment module and choose the\u00a0Deposit to<\/strong>\u00a0account. <\/p>\n\n\n\n
The default account is used when you leave it as\u00a0Default account<\/strong>.\u00a0Reload from Zoho Books<\/strong>\u00a0refreshes the lists after you add taxes or accounts in Zoho.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Send existing data to Zoho Books<\/h2>\n\n\n\n
Use\u00a0Initial sync<\/strong>\u00a0on the Mappings page once the mappings are complete. <\/p>\n\n\n\n
Tick\u00a0All customers<\/strong>,\u00a0All active products<\/strong>\u00a0or\u00a0Orders placed since the date below<\/strong>, set\u00a0Orders from<\/strong>, and press\u00a0Add to the sync queue<\/strong>. <\/p>\n\n\n\n
Records that already exist in Zoho Books are matched by email, SKU or order reference, so they are not duplicated.<\/p>\n\n\n\n<\/figure>\n\n\n\n
You can also select rows in the Customers, Products or Orders grids and choose Sync to Zoho Books<\/strong> in Bulk actions<\/strong>.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Follow the sync work<\/h2>\n\n\n\n
Sell \u203a Zoho Books \u203a Sync queue<\/strong>\u00a0shows the counters Pending, Processing, Synced and Failed.<\/p>\n\n\n\n
Press\u00a0Run now<\/strong>\u00a0to process the queue without waiting for the cron task,\u00a0Retry all failed<\/strong>\u00a0to requeue failed jobs, and\u00a0Clear synced jobs<\/strong>\u00a0to remove finished ones. Each row has retry and delete actions.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n
Entity added on Zoho Books:<\/h3>\n\n\n\n
After successfully syncing the entity from PrestaShop, it will be added to Zoho Books.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Synced records<\/strong> lists every PrestaShop record linked to a Zoho Books record, with the Zoho number or SKU and the Zoho ID. Unlink<\/strong> makes the next sync look the record up again, or create it.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Logs<\/strong> shows the level, type, PrestaShop ID and message of each event.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Two-way sync<\/h2>\n\n\n\n
Two-way sync is off by default. Open the Real-time & two-way sync<\/strong> card and switch Enable two-way sync<\/strong> on. PrestaShop \u2192 Zoho Books keeps working as before. The options below apply only when it is on.<\/p>\n\n\n\n
Under\u00a0What to bring from Zoho Books<\/strong>\u00a0you choose what comes back:\u00a0<\/p>\n\n\n\n
Contacts \u2192 Customers<\/strong>,\u00a0Items \u2192 Products<\/strong>,\u00a0Invoice status \u2192 Order state<\/strong>\u00a0and\u00a0Payments \u2192 Order payments<\/strong>, all off by default. <\/p>\n\n\n\n
You can also allow the module to create customers and products that exist only in Zoho Books, choose the\u00a0Group of new customers<\/strong>, and decide whether new products are active. <\/p>\n\n\n\n
Existing records are matched by email or SKU.<\/p>\n\n\n\n<\/figure>\n\n\n\n
When the admin enables the two-way sync option, entities will update on platforms when updating any platform. <\/p>\n\n\n\n
From PrestaShop to Zoho Books<\/h4>\n\n\n\n
As you can see in the image below, the admin has updated the product price on the PrestaShop end from $100 to $150. <\/p>\n\n\n\n<\/figure>\n\n\n\n
Product updated on Zoho Books<\/strong>:<\/p>\n\n\n\n
Now, the updated product price is displayed on Zoho Books.<\/p>\n\n\n\n<\/figure>\n\n\n\n
From Zoho Books to PrestaShop<\/h4>\n\n\n\n
Now, the admin updates the product name and price on Zoho Books and the same information will update on PrestaShop end.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Product name and price updated on PrestaShop’s end:<\/strong><\/p>\n\n\n\n<\/figure>\n\n\n\n
Under Order state from the Zoho invoice status<\/strong>, choose the PrestaShop order state for each invoice status: Sent, Partially paid, Paid, Overdue and Void. Do nothing<\/strong> leaves the order state unchanged.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Under\u00a0Conflicts<\/strong>, set\u00a0Default when both sides changed the same field<\/strong>: PrestaShop wins, Zoho Books wins, latest change wins, or ask me. <\/p>\n\n\n\n
A field changed on one side only is always copied. Below it you can override the policy for each Contact, Item, and Invoice field.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Under\u00a0Real time<\/strong>, choose how Zoho changes are detected: webhooks plus polling (recommended) or polling alone, and set the\u00a0Polling interval (minutes)<\/strong>. The minimum is 5. <\/p>\n\n\n\n
Under\u00a0Stock<\/strong>,\u00a0choose whether stock is shared. Only changes cross over, and\u00a0Largest stock change accepted automatically<\/strong>\u00a0defaults to 1000. Press\u00a0Save<\/strong>.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Webhook<\/h3>\n\n\n\n
For real-time updates, create a Workflow Rule in Zoho Books for each module (Contacts, Items, Invoices, Customer Payments) on\u00a0Created or Edited<\/strong>. <\/p>\n\n\n\n
Add a Webhook action with method POST, the webhook URL shown here, and a JSON body such as\u00a0{\"entity\": \"contact\", \"id\": \"${CONTACT_ID}\"}<\/code>. <\/p>\n\n\n\n
The card shows the last webhook received and the last poll.\u00a0Check Zoho Books now<\/strong>\u00a0polls immediately and\u00a0New webhook secret<\/strong>\u00a0replaces the secret.<\/p>\n\n\n\n
Preview import<\/strong> shows what an import would match or create. Import from Zoho Books<\/strong> processes records that already exist in Zoho, and Align stock now<\/strong> aligns stock.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Creation of Webhooks on Zoho Books:<\/strong><\/p>\n\n\n\n
First, the admin has to go to “All Settings” on your Zoho Books account and search for “Workflow Rules”.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Then, the admin has to click on “New Workflow Rule” button.<\/p>\n\n\n\n<\/figure>\n\n\n\n
A new pop-up window will appear on the screen; fill in the required fields and click on the “Next” button.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n
Now assign “Associate immediate actions” by selecting the “Action Type” and “Name”.<\/p>\n\n\n\n<\/figure>\n\n\n\n
Click on the “Save” button to save the workflow rule.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\n
Resolve conflicts<\/h3>\n\n\n\n
When a field policy is\u00a0Ask me<\/strong>, a conflict waits on\u00a0Sell \u203a Zoho Books \u203a Conflicts<\/strong>. Nothing is overwritten until you decide. <\/p>\n\n\n\n
Press\u00a0Keep PrestaShop<\/strong>\u00a0to write the PrestaShop value to Zoho Books, or\u00a0Keep Zoho Books<\/strong>\u00a0to write the Zoho value to PrestaShop.<\/p>\n\n\n\n<\/figure>\n\n\n\n
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