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Integrate ZOHO Books with Odoo

Download the Zoho Book Odoo Connector from the Odoo Store and place it in your Odoo Addons directory (or any preferred location).

First, create an API Key and Secret Key in Zoho.

After getting started go to Choose a Client Type. Click on “Server-based Applications” and “Create Now”.

Create a New Client > Add The Details : Client Type, Client Name, Homepage URL, Authorized Redirect URLs Click on CREATE

Add Client ID and Secret Client ID here.

In Odoo, for each Zoho account, you’ll need to set up an instance to manage multiple accounts from one place. Go to Zoho Connector > Configuration > Instance and click New.

In the new window, enter your credentials: Client ID, Secret Key, Organization ID, and API Key from Zoho.

Track both successful and failed processes, creating logs to help you identify reasons for any mismatches or errors.

Import Customer Process: Zoho Books to Odoo Database

Go to Zoho Operations. Here you can choose to Import and Export your Records. (Chart of Accounts and Taxes, Customers, Product)

The data will be added to the Customer Queue for processing. Navigate to Zoho Connector > Process > Customer Queue and click the Process Queue Manually button to run the import.

The Customer Queue will also be automatically processed through a scheduled action. You will mention Action Details as mentioned. If you want to import / export any data you can click on RUN MANUALLY before the scheduled time.

Import Product Process: Zoho Books to Odoo Database

To manually import products, go to the Operations button and select Import Product. There are two ways to import products: By selecting a range (From) , By specifying Zoho Product IDs.

The data will be added to the Product Queue for processing.Navigate to Zoho Connector > Process > Product Queue to view the queue.

To run the import immediately, click Process Queue Manually. Otherwise, the queue will be processed automatically based on a scheduled action.

Export Customers: From Odoo Database to Zoho Books

To manually export customers, go to the Operations button and select the Export Customer option. This will start exporting all customer data from Odoo to Zoho.

If you want to export the individual customers, the method is slightly different. You can select the customers as you want and go to Actions > Click Export Customer to Zoho.

Export Products : From Odoo Database to Zoho Books

For products set up in Odoo but not yet synced with Zoho, you can initiate the Export Product to Zoho process directly from Odoo’s product table. This will create a new product entry in Zoho.

If you want to export the individual products, the method is slightly different. You can select the products as you want and go to Actions > Click Export Products to Zoho.

Import Chart of Accounts and Taxes: From Zoho Books to Odoo Database

To manually import the Chart of Accounts and Taxes, go to the Operations button and select the Import Chart of Accounts and Taxes option. This will begin retrieving the data from Zoho to Odoo.

Export Chart of Accounts and Taxes: From Odoo Database to Zoho Books

To manually export the Chart of Accounts and Taxes, go to the Operations button and select the Export Chart of Accounts and Taxes option. This will start exporting the data from Odoo to Zoho.

Export Sale Order From Odoo to Zoho

You can export orders from Odoo to Zoho to keep both platforms synchronized for smooth business operations. Create a Sales Order, and Confirm the same.

In cases where automation is not enabled, you can manually export the orders to Zoho by navigating to the Operations menu. -Select the Instance as Zoho for the order export process. -Once exported, the details of the order will be automatically populated in Zoho.

Once exported, Odoo Database will be synced with Zoho Order Number and Zoho Order Identification in Odoo.

In Zoho, the exported orders will appear in a Draft state. You can review and finalize them as needed in Zoho’s dashboard.

Cancel Sale Order from Odoo to Zoho

The orders once created can only be canceled if Invoice and Payment is not registered. After drafting invoice and payment the order cannot be canceled from Odoo.

As we cancel the order, logs will be generated in Odoo.

As an order is canceled in Odoo, it will be canceled in Zoho as well and it will be marked as VOID.

Export Invoice from Odoo to Zoho

After creating a sales order in Odoo, you can directly generate a draft invoice from it. In the export instance, ensure ZOHO is selected.

Once the export is done, the invoice will be linked to the corresponding sales orders, with all details like Zoho Invoice Number and Zoho invoice identification will be populated.

In Zoho, the invoice will appear under the Invoice section, reflecting the exported data.

If invoice automation is configured, invoices will be automatically exported to Zoho without any manual action required.

Payment Process From Odoo to Zoho

Register Payment in Odoo and Create Payment to sync with Zoho.

Once it is synced, the Zoho Payment Number and Payment ID will be seen in Odoo.

In Zoho, go to the Payments Received section, payment will be reflected.