Title: ERP7 Order Sync for Zoho Books
Author: Niraj Gupta
Published: <strong>August 19, 2026</strong>
Last modified: August 19, 2026

---

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# ERP7 Order Sync for Zoho Books

 By [Niraj Gupta](https://profiles.wordpress.org/smgom/)

[Download](https://downloads.wordpress.org/plugin/erp7-order-sync-for-zoho-books.1.0.0.zip)

 * [Details](https://wordpress.org/plugins/erp7-order-sync-for-zoho-books/#description)
 * [Reviews](https://wordpress.org/plugins/erp7-order-sync-for-zoho-books/#reviews)
 *  [Installation](https://wordpress.org/plugins/erp7-order-sync-for-zoho-books/#installation)
 * [Development](https://wordpress.org/plugins/erp7-order-sync-for-zoho-books/#developers)

 [Support](https://wordpress.org/support/plugin/erp7-order-sync-for-zoho-books/)

## Description

ERP7 Order Sync for Zoho Books connects your WooCommerce store to your own Zoho 
Books organization and keeps your books up to date without re-typing anything.

When an order reaches the status you choose, the plugin creates it in Zoho Books
as a sales order — optionally converting it to an invoice — and creates or matches
the contact and line items it needs along the way. From there it can record the 
payment, raise a credit note for a refund, void a cancelled order, record fulfilment,
and keep your customers, catalogue and stock levels in step in either direction.

This plugin is developed independently and is not affiliated with, endorsed by, 
or sponsored by Zoho Corporation or Zoho Books. “Zoho” and “Zoho Books” are trademarks
of Zoho Corporation.

**What’s included**

 * **Orders**  Zoho sales orders, optionally converted to invoices.
 * **Contacts and items** created or matched automatically as an order needs them,
   by SKU or name.
 * **Payments** recorded against the Zoho invoice when an order reaches the status
   you pick, using your gateway  payment mode and deposit account mapping.
 * **Refunds** as credit notes applied to the invoice, and **cancellations** that
   void the Zoho documents.
 * **Fulfilment** recorded as a sales-order note or a delivery challan, with tracking
   details.
 * **Customer sync** both ways, with create and conflict policies and a scheduled
   Zoho  WooCommerce pull.
 * **Product sync** both ways, choosing which fields to push, plus **inventory**
   with a single source of truth and a pull schedule.
 * **Tax handling** — send WooCommerce’s own tax totals so the figures match, or
   let Zoho Books recompute them.
 * **Shipping, discounts and multi-currency** handled on the document.
 * **India GST fields** (GSTIN, place of supply, HSN) when the store is set to that
   region.
 * **Custom document numbering** for sales orders, invoices and credit notes.
 * An **onboarding wizard**, a **dashboard**, settings tabs for orders, payments,
   customers and products, and a unified **sync log** with a dead-letter retry queue.
 * **Backfill** to queue your existing orders, products and customers.

**Plans**

The plugin is free to use, with a monthly allowance on what it sends to Zoho Books:

 * **Free** — 10 orders, 10 products and 10 customers each month, plus two-way order,
   product and customer sync. The allowance resets on the 1st, and re-syncing something
   already sent never costs a slot.
 * **Pro** — unlimited syncing, plus payments, refunds, cancellations, fulfilment
   and inventory.

Reaching a limit never loses data. Orders stop being sent and say so in the log;
an eleventh product still goes through on the order, as a line with its name, rate
and quantity but no linked Zoho item. Everything already in Zoho Books stays there.

Built the modern way: a React admin app (`@wordpress/components`), a namespaced 
REST API, HPOS-compatible order handling, and asynchronous processing via Action
Scheduler.

You connect the plugin to Zoho Books with your own API credentials. There is no 
account to create with us and no third-party service in between — see the External
services section below.

### External services

This plugin connects to two external services. By installing and using it you consent
to the data described below being sent to them.

#### Zoho Books (required)

Purpose: to create and update records in the Zoho Books organization you connect—
sales orders, invoices, contacts and items — so your WooCommerce orders appear in
your accounting.
 Data sent: the order, customer, product and tax details needed
to create the corresponding Zoho Books records, plus the OAuth or Self Client credentials
you provide to authenticate. When: whenever an order reaches the status you configured,
when you run a backfill, and while you use the Connection and onboarding screens.
Where: only the Zoho data centre you select. Authentication goes to accounts.zoho.
com, accounts.zoho.eu, accounts.zoho.in, accounts.zoho.com.au, accounts.zoho.jp,
accounts.zoho.sa, accounts.zoho.com.cn or accounts.zohocloud.ca, and API requests
to the matching zohoapis host. No other host is ever contacted. Provider: Zoho Corporation.
Terms of Service: https://www.zoho.com/terms.html Privacy Policy: https://www.zoho.
com/privacy.html

#### ERP7 subscription service (plans and billing)

Purpose: to decide which features this site may use and how much it may sync each
month, and to handle upgrades. A site with no subscription is on the free plan.

Data sent: the site’s own URL, and — once a subscription is linked — a tenant identifier
and a request signature the site generates itself. Entitlement checks send no store,
customer or order data at all. Starting a checkout sends the site URL and the chosen
plan so the subscription can be tied to the right store. When: while you have the
Plan tab open, when you start or manage a subscription, and at most once every 12
hours to re-check entitlement on a linked site. A site that has never linked a subscription
makes no entitlement request. Where: https://wpzohoapi.devwork.in Provider: TechMarbles.
Terms of Service: https://techmarbles.com/terms-conditions Privacy Policy: https://
techmarbles.com/privacy-policy

Payment card details are handled entirely by Stripe on Stripe’s own checkout pages.
They never pass through this plugin or the subscription service.

## Installation

 1. Ensure WooCommerce is installed and active.
 2. Upload the plugin to `wp-content/plugins/erp7-order-sync-for-zoho-books` and activate
    it. The release zip contains the compiled admin app; the JavaScript source lives
    in `src/` and builds with `npm install && npm run build`.
 3. Open **ERP7 Order Sync** in the admin menu and follow the onboarding wizard.

#### Connecting to Zoho

In the [Zoho API Console](https://api-console.zoho.com/), create a **Server-based**
client (for the OAuth redirect flow) or a **Self Client** (to paste a grant token).
For OAuth, add the redirect URI shown on the Connection tab. Enter your Client ID,
Client Secret and data-centre region, connect, then choose your organization.

#### Recommended

Define an encryption key in `wp-config.php` so Zoho secrets are encrypted at rest:

    ```
    define( 'ZBWC_ENCRYPTION_KEY', 'a-long-random-string' );
    ```

## FAQ

### Do I need a Zoho Books account?

Yes. The plugin syncs into your own Zoho Books organization using API credentials
you create in the Zoho API Console.

### Does it support High-Performance Order Storage (HPOS)?

Yes. The plugin declares HPOS compatibility and uses the WooCommerce order CRUD 
APIs.

### How is background processing handled?

Through WooCommerce’s Action Scheduler. Failed jobs are retried with backoff and,
if they still fail, moved to a dead-letter list you can retry from the Logs tab.

### Will it sync my existing orders?

Yes — use **Sync all orders** on the dashboard to queue them. Products and customers
have their own backfill buttons on the Products and Customers tabs.

### Does it sync payments, refunds, customers, products or stock?

Yes, all of them. Orders, products and customers sync on the free plan within the
monthly allowance; payments, refunds, cancellations, fulfilment and inventory are
part of Pro. Each area has its own settings tab and can be turned off independently,
and everything except order sync is off until you switch it on.

### Is it free?

Yes, with a monthly allowance: 10 orders, 10 products and 10 customers. The allowance
resets on the 1st. Re-syncing a record that already reached Zoho is always free,
so a store under those numbers never runs out.

### What happens when I reach a limit?

Nothing is lost. Orders stop being sent and are logged with the reason, so you can
send them next month or upgrade and send them straight away. Products degrade instead
of blocking — the order still syncs, with the line carried by name, rate and quantity
rather than a linked Zoho item. Customers do stop an order, because Zoho Books cannot
accept a sales order without a contact.

### How do I upgrade, and how do I cancel?

The Plan tab. Checkout is handled by Stripe. Cancelling schedules the subscription
to end at the end of the period you have already paid for — the site keeps every
feature until that date, then returns to the free plan with all its settings intact.

### Which system owns stock levels?

Whichever you choose on the Products & Inventory tab. Inventory is off by default;
set it to WooCommerce  Zoho to push stock changes as they happen, or Zoho  WooCommerce
to pull on a schedule.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“ERP7 Order Sync for Zoho Books” is open source software. The following people have
contributed to this plugin.

Contributors

 *   [ Niraj Gupta ](https://profiles.wordpress.org/smgom/)

[Translate “ERP7 Order Sync for Zoho Books” into your language.](https://translate.wordpress.org/projects/wp-plugins/erp7-order-sync-for-zoho-books)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/erp7-order-sync-for-zoho-books/),
check out the [SVN repository](https://plugins.svn.wordpress.org/erp7-order-sync-for-zoho-books/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/erp7-order-sync-for-zoho-books/)
by [RSS](https://plugins.trac.wordpress.org/log/erp7-order-sync-for-zoho-books/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.0.0

 * Initial release: WooCommerce orders to Zoho Books sales orders and invoices, 
   with contacts and items created or matched as an order needs them.
 * Payments, refunds as credit notes, cancellations that void the Zoho documents,
   and fulfilment with tracking.
 * Two-way customer and product sync, and inventory with a single source of truth
   and a pull schedule.
 * Tax, shipping, discount and multi-currency handling, India GST fields, and custom
   document numbering.
 * Onboarding wizard, dashboard, sync log with a dead-letter retry queue, and backfill
   for existing records.
 * Free plan with a monthly allowance of 10 orders, 10 products and 10 customers;
   Pro removes the limits and adds payments, refunds, fulfilment and inventory.

## Meta

 *  Version **1.0.0**
 *  Last updated **5 days ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.5 or higher **
 *  Tested up to **7.0.4**
 *  PHP version ** 8.0 or higher **
 * Tags
 * [Accounting](https://wordpress.org/plugins/tags/accounting/)[Bookkeeping](https://wordpress.org/plugins/tags/bookkeeping/)
   [invoices](https://wordpress.org/plugins/tags/invoices/)[orders](https://wordpress.org/plugins/tags/orders/)
   [woocommerce](https://wordpress.org/plugins/tags/woocommerce/)
 *  [Advanced View](https://wordpress.org/plugins/erp7-order-sync-for-zoho-books/advanced/)

## Ratings

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[See all reviews](https://wordpress.org/support/plugin/erp7-order-sync-for-zoho-books/reviews/)

## Contributors

 *   [ Niraj Gupta ](https://profiles.wordpress.org/smgom/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/erp7-order-sync-for-zoho-books/)