Description
This plugin connects to the Zoho Books API after an administrator saves Zoho OAuth settings and authorizes the site.
Features
- Find or create a Zoho Books customer for a WooCommerce order and create one invoice for the full order.
- Add the vendor store name to product lines on the full order invoice when Dokan is active.
- With Dokan active, create one additional Zoho Books invoice for each vendor represented in an order. Each vendor invoice contains that vendor’s products and a fixed 50 Platform Fee line (₹50 when the Zoho Books organization uses INR).
- Reuse saved Zoho contact and invoice IDs when syncing an order again.
- Retry missing invoices from the WooCommerce order list.
- Export a date-filtered CSV report of WooCommerce orders. This report is not a Zoho Books invoice report.
- Add optional PAN and GST fields to Dokan vendor profiles and display saved values on vendor store pages.
Zoho Books invoices use a customer contact. The plugin keeps the vendor contact separate and finds or creates a separate customer contact for the vendor invoice. The contact IDs are stored separately in WordPress user metadata.
This plugin is an independent integration and is not affiliated with or endorsed by Zoho or WooCommerce.
Requirements
- WordPress 5.2 or later.
- PHP 7.2 or later.
- WooCommerce.
- A Zoho Books organization, OAuth client credentials, and API authorization.
- Dokan is optional and is required only for vendor-specific invoice behavior.
Privacy and external services
The plugin sends data to the Zoho Books API only after an administrator configures and authorizes the Zoho connection. During order synchronization it may send customer name, email, phone, company, billing and shipping address, product names, quantities, prices, order reference, and vendor store details (including seller contact details and GST number when available). PAN and GST values entered in Dokan vendor profiles are displayed publicly on the vendor store page. Zoho processes transmitted data under its own terms and privacy policy:
- Service: Zoho Books — https://www.zoho.com/books/
- Terms: https://www.zoho.com/terms.html
- Privacy: https://www.zoho.com/privacy.html
OAuth credentials and tokens are stored in the site’s WordPress database. Zoho contact IDs are stored in WordPress user metadata; Zoho invoice IDs are stored in WooCommerce order metadata. The CSV order report uses local WooCommerce order data. The plugin does not include usage tracking or send data to the plugin developer.
Screenshots
Installation
- Upload the plugin folder to
/wp-content/plugins/or install the plugin ZIP from the WordPress Plugins screen. - Activate the plugin and WooCommerce.
- Open Sprintplan Zoho in the WordPress administration menu.
- Enter the Zoho Books Organization ID, OAuth Client ID, and Client Secret. Select the Zoho data center for the organization.
- Set the displayed redirect URI in the Zoho API Console OAuth client, save the settings, and complete authorization.
- Place a test WooCommerce order. Review the order list for the customer invoice and, when Dokan is active, vendor invoices.
FAQ
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Does this plugin create a separate invoice for every vendor?
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Yes, when Dokan is active. The customer invoice covers the complete order. Each vendor also receives a separate invoice addressed to that vendor’s Zoho customer contact, containing only that vendor’s products and a fixed 50 Platform Fee line (₹50 when the Zoho Books organization uses INR).
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Does the vendor invoice reuse the vendor contact?
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No. Zoho Books sales invoices require a customer contact. To avoid changing the vendor’s existing contact, this plugin separately looks up or creates a customer contact for the vendor and reuses its ID.
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What does the CSV report contain?
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It exports WooCommerce orders for the selected date range. It does not fetch invoices from Zoho Books.
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Where can I see synchronization errors?
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Check WooCommerce > Status > Logs and select the
zoho-woocommerce-integrationlog source. Zoho API error messages are logged without dumping complete customer or invoice responses. -
Are taxes or payments synchronized?
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This integration creates invoice records. Tax mapping, payment collection, and payment reconciliation are not provided by this plugin.
Reviews
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Contributors & Developers
“Sprintplan Invoice Sync for Zoho Books” is open source software. The following people have contributed to this plugin.
Contributors
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Changelog
2.2.3
- Rename the plugin and text domain as requested by the WordPress.org Plugin Directory.
2.2.2
- Rename the plugin to Sprintplan Invoice Sync for Zoho Books.
2.2.1
- Replace the TCPDF-based order PDF report with a CSV export and remove the unused PDF library.
2.2.0
- Add WordPress.org readme and disclose Zoho data processing.
- Use WordPress HTTP API with TLS verification for Zoho requests.
- Protect settings and OAuth callback with capability, nonce/state, and validated data-center checks.
- Hide OAuth token values from the settings page and avoid logging full Zoho records.
- Replace the TCPDF-based order PDF report with a CSV export to reduce plugin package size.
- Document customer and Dokan vendor invoice behavior.