Raintech Order Sync with Zoho Books for WooCommerce

Description

Raintech Order Sync with Zoho Books for WooCommerce connects your WooCommerce store to Zoho Books so that orders are automatically created as Invoices or Sales Orders in your Zoho Books organization.

Key features:

  • Secure OAuth2 connection to Zoho Books (no manual API key handling).
  • Choose whether new orders sync as Invoices or Sales Orders.
  • Automatic customer/contact matching and creation by phone number.
  • Automatic retry queue for orders that failed to sync (hourly cron).
  • Manual “Resync” action available directly from the order screen.
  • GST tax mapping: set a default tax, IGST tax, and shipping tax to apply to synced documents.
  • Product/item matching by SKU.
  • Simple settings screen under WooCommerce for connecting, configuring, and disconnecting your Zoho Books account.

This plugin requires an active Zoho Books account and a WooCommerce store. It is an independent integration and is not developed, endorsed, or affiliated with Zoho Corporation.

External services

This plugin connects to Zoho Books and Zoho Accounts (services provided by Zoho Corporation) so that WooCommerce orders can be created as Invoices or Sales Orders in your own Zoho Books organization. The plugin only communicates with Zoho once you enter your own Zoho API credentials and click “Connect”; no data is sent to Zoho before that.

  • Zoho Accounts (OAuth2 token service) — used to obtain and refresh the access token used to authenticate API calls. Your Zoho client_id, client_secret, and authorization/refresh tokens are sent to https://accounts.zoho.in/oauth/v2/token when you connect your account and periodically afterwards to refresh the token.
  • Zoho Books API — used to read your tax rates, look up/create customer contacts, and create Invoices or Sales Orders. When a WooCommerce order reaches the status you configure, the order’s customer name, phone number, billing details, line items (SKU, quantity, price), and applicable taxes are sent to https://www.zohoapis.in/books/v3 so the corresponding document can be created in your Zoho Books organization. Tax rates are also fetched from this endpoint to populate the settings screen.

No data is sent to Zoho for site visitors who are not placing WooCommerce orders, and no data is shared with any party other than Zoho Corporation as part of fulfilling the sync described above.

Zoho Corporation’s terms of service: https://www.zoho.com/terms.html
Zoho Corporation’s privacy policy: https://www.zoho.com/privacy.html

Installation

  1. Upload the raintech-order-sync-with-zoho-books-for-woocommerce folder to the /wp-content/plugins/ directory, or install the plugin directly through the WordPress plugins screen.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress.
  3. Go to WooCommerce Zoho Books in your WordPress admin.
  4. Click Connect and authorize the plugin to access your Zoho Books account.
  5. Configure your document type (Invoice or Sales Order) and tax mappings.
  6. Save your settings. New WooCommerce orders will now sync to Zoho Books automatically.

FAQ

Do I need a Zoho Books account?

Yes, you need an active Zoho Books organization and API access enabled for your Zoho account.

What happens if a sync fails?

Failed orders are automatically added to a retry queue and are retried hourly. You can also manually trigger a resync from the order edit screen.

Does this support GST?

Yes. You can configure a default tax, an IGST tax, and a shipping tax to be applied to invoices and sales orders created in Zoho Books.

Is this plugin affiliated with Zoho?

No. This is an independent, third-party integration and is not developed or endorsed by Zoho Corporation. “Zoho” and “Zoho Books” are trademarks of Zoho Corporation.

Reviews

There are no reviews for this plugin.

Contributors & Developers

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

Contributors

Changelog

2.1.0

  • Renamed plugin to Raintech Order Sync with Zoho Books for WooCommerce.
  • Moved inline admin JavaScript to properly enqueued script files.
  • Fixed an undefined settings variable in the tax-dropdown script and moved related hidden fields inside the settings form so tax labels save correctly.
  • Documented external service usage (Zoho Accounts, Zoho Books API) in this readme.

2.0.0

  • Renamed plugin to Integration Zoho for WooCommerce.
  • Internal refactor of class and option naming.
  • Fixed file include paths for OAuth, API, Sync, and Admin classes.

1.0.0

  • Initial release.