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    Zoho OpenCart Integration

    Zoho OpenCart Integration is an efficient tool that sets up a connection between your OpenCart Store and Zoho.

    This module facilitates the store admin to synchronize their store’s data such as customer, product, or orders with the Zoho CRM for organized an effective data management.

    The store owner can manually sync the data to Zoho CRM wherever there is an update. Also, the store owners can delete or edit the products, customers, manually on Zoho as needed.

    Further, the store owners can also import or export products, customers, or orders from Zoho to the OpenCart Store.

    What is Zoho CRM?

    Zoho CRM is a customer relationship management software and a Cloud App that fetches data stored in the cloud. Its known for its effective customer data management and synchronization.

    The store owners can manually sync data to Zoho CRM and thus it helps maintain a smooth business workflow and customer relationships.

    Check the setup and flow of the plugin below –

    Features

    • The admin can manually sync customers with Zoho CRM. 
    • The products can also be manually synced with the Zoho CRM.
    • Also, the admin can sync the orders to Zoho CRM. 
    • Synchronized products, customers, and orders can be deleted manually by the admin from Zoho CRM.
    • Moreover, the admin can also edit the products, customers.
    • The admin can edit a product in Zoho CRM which is updated while importing in the OpenCart store. 

    Installation

    Upload Files

    First, extract the downloaded zip file. After that, open the correct Opencart Version Folder. According to Opencart Version installed in your system.

    Then, upload admin, catalog, and system to the Opencart root directory.

    installation

    Edit User Groups

    After that, go to System > Users > Usergroups. And then edit ‘Administrator’. Click Select All for both Access Permission and Modify Permission and Save it.product mass upload

    Install

    Now navigate to Extensions > Extensions > Modules. Find Webkul Zoho Connector from the list. Click the Install button as visible in the screenshot below.

    Extensions

    Retrieving Client Id and Secret Key | Zoho OpenCart Integration

    Step 1:

    Initially, the user needs to navigate to the given link-

    In doing so Create Your Zoho Account opens up where the user needs to add details such as Name, Email Address, Password, Country, etc.

    Then agree to the Terms of Service and Privacy Policy and proceed to Sign Up.

    Create-a-Zoho-Account-1

    Step 2:

    In the next step, the users will receive a confirmation mail on the mail Id they add while adding the details. 

    Confirmation-mail-received

    The mail view that the user receives is as shown in the image below. The user needs to click on the Confirm Your Account button. 

    mail-received-for-confirmation

    It redirects to the Email Confirmation page as shown in the image. The user needs to click on the Verify button. 

    Registered-Email-Confirmation

    This verifies the account and a success message pop up displays as shown in the image. 

    registered-mail-verified

    Step 3: 

    Clicking the Access Your Account button redirects to the Zoho CRM page where the user needs to click on the Get Started for Free button. 

    Zoho-CRM-page

    Step 4: 

    In doing so, another page as shown in the image below opens up, where the user needs to add the Company Name and the Phone Number.

    The user needs to click on the Get Started button. 

    Home-Page-Zoho-CRM

    This further navigates the user to the Zoho CRM Homepage as shown in the image below. 

    Home-Page-Zoho

    Step 5: 

    To create an app click on the following link- https://api-console.zoho.com/add

    The image as shown below appears.

    choose-a-client-type

    Step 6: 

    The user needs to click on or select Server-Based Applications in the above image, that further opens up the Create New Client page as shown below. 

    The user needs to add the details such as Client Name, Homepage URL, and Authorized Redirect URIs and click on Create button.

    client-detailsStep 7:

    As the user clicks on the Create button, it redirects to the Client Secret section, where the user can find the Client Id and Secret Key as shown in the image below. 

    client-secret-keys

    The Client ID and Client Secret retrieved will be required for configuring the module. 

    Admin Configurations

    On installing the module successfully, the admin should navigate to Extensions > Extensions > Modules and select Webkul Zoho Connector. 

    edit-module-for-configuration

    Further, as the admin clicks the Edit button, it redirects to the Webkul Zoho Connector page as shown in the image below. 

    webkul-opencart-zoho-connector-admin-configurations

    The admin will have to set the following configuration initially-

    Status- Set the status as Enabled

    Client ID- The admin enters the Client Id which is retrieved from the Zoho account.

    Secret Key- The admin enters the Secret Key which is retrieved from the Zoho account.

    Thereafter, the admin must click on the save button. This will lead to displaying a success message as shown in the image below. 

    success-message-1

    Also, a key option with the Key icon, will become visible as shown in the image below. The admin needs to click on the same in order to retrieve the Access Token and the Refresh Token.

    webkul-opencart-zoho-connector-admin-configurations-key-option-visibility

    As the admin clicks on the Key icon, a sign in pop up displays. The admin must enter the email id a click on Next.

    sign-in

    In the next page, the admin must enter the password and click on the Sign In button.

    add-password-tosign-in

    This redirects to the “Choose the services for ocartwebkul” page as shown in the image below.

    The admin should select Webkul under Production section and click on Submit.

    choose-services-1

    In doing so, another page as shown in the image below opens up, where the admin needs to click on the Accept button.

    click-on-accept

    This will redirect to the configuration page that displays a success message, “Access Token has been updated!” as shown in the image below.

    webkul-opencart-zoho-connector-admin-configurations-access-token-updated-2

    Webkul Zoho Connector: Zoho OpenCart Integration

    As the admin configures the basic configurations and enables the module, the Webkul Zoho Connector menu option becomes visible.

    The admin will have to configure the following sections under Webkul Zoho Connector-

    • Configurations
    • Customer
    • Product
    • Order

    Let us discuss each section in detail.

    Configuration

    Under the Configuration sub-menu option, the admin can set the configurations of the module. 

    The admin can also configure the module under Extensions > Extensions > Modules > Webkul Zoho Connector

    webkul-opencart-zoho-connector-configuration

    Customer

    The next sub-menu option is Customer.

    On clicking the Customer sub-menu option, the Zoho Customer Synchronization page opens up. 

    In this section, the admin can synchronize the customers with Zoho by simply clicking on the Export Customer or Import Customers buttons. 

    The synced customer list will display under Synchronized Customer as shown in the image below.  

    webkul-opencart-zoho-connector-customer-sub-menu-option

    Product

    Another sub-menu option is Product.

    In the Product > Zoho Product Synchronization page, the admin can sync the store products with Zoho by simply clicking on the Export Product or Import Product buttons. 

    The synchronized product listing will display under the Synchronized Product as shown in the image below.  

    webkul-opencart-zoho-connector-product-sub-menu-option

    Moreover, one can update the Products and Customers (unlike Orders) on both sides, i.e. Zoho and the store.

    Order

    The last sub-menu option is Order.

    On clicking the Order sub-menu option, the admin will land upon the Zoho Order Synchronization page. 

    The admin can only export the orders to Zoho by clicking on the Export Order button. 

    The synchronized order listing will display under Synchronized Order as shown in the image below.  

    webkul-opencart-zoho-connector-order-sub-menu-option

    Synchronizing Customer, Product & Orders: Zoho OpenCart Integration

    Lets a take a tour and see how Customer, Product, and Order are synchronized in Zoho CRM. 

    One can follow the following link to navigate to the Zoho CRM Customer, Product, and Order pages view. 

    Customer Sync View

    To check the customer sync view, the admin can navigate to the Contacts tab. 

    webkul-opencart-zoho-connector-customer-sync-on-zoho-crm

    Product Sync View

    The admin needs to navigate to the Products section thereafter to have a view of the Product Sync View. 

    webkul-opencart-zoho-connector-product-sync-on-zoho-crm

    Order Sync View

    Further, the admin will navigate to the Sales Order section to have a view of the Order Sync View. 

    webkul-opencart-zoho-connector-sales-order-sync-listing

    One can edit an order to view the complete details. The details will be visible under the Edit Sales Order page as shown in the image below. 


    webkul-opencart-zoho-connector-order-sync-on-zoho-crm

    However, the admin can navigate to Sales > Orders in the admin panel and view the details of a respective order as shown in the image.

    webkul-opencart-zoho-connector-order-view-admin-panel-part1

    That’s all for the Zoho OpenCart Integration. If you still face any issue, feel free to add a ticket and let us know your views to make the module better at webkul.uvdesk.com.

    Current Product Version - 1.0.0.0

    Supported Framework Version - 2.x.x.x, 3.x.x.x

    . . .
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