Title: Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin
Author: CRM Perks
Published: <strong>November 12, 2018</strong>
Last modified: March 22, 2026

---

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# Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin

 By [CRM Perks](https://profiles.wordpress.org/crmperks/)

[Download](https://downloads.wordpress.org/plugin/woo-zoho.1.6.1.zip)

 * [Details](https://wordpress.org/plugins/woo-zoho/#description)
 * [Reviews](https://wordpress.org/plugins/woo-zoho/#reviews)
 * [Development](https://wordpress.org/plugins/woo-zoho/#developers)

 [Support](https://wordpress.org/support/plugin/woo-zoho/)

## Description

Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books,
Inventory, Invoice) when an order is placed via WooCommerce. Free version supports
Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are 
available in Premium version. Learn more at [crmperks.com](https://www.crmperks.com/plugins/woocommerce-plugins/woocommerce-zoho-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=readme).

### Woocommerce Zoho Connector Setup

 * Go to WooCommerce -> Settings -> Zoho tab then add new account.
 * Go to WooCommerce -> Zoho Feeds tab then create new feed.
 * Map required Zoho fields to WooCommerce Order fields.
 * Send your test entry to Zoho(CRM, Books, Inventory, Invoice).
 * Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books,
   Inventory, Invoice).
 * View screenshots for [creating Contact/Account and assign it to SalesOrder](https://www.crmperks.com/post-data-from-wordpress-to-zoho/?utm_source=wordpress&utm_medium=directory&utm_campaign=readme).
   Assigning Contact to SalesOrder is available in pro version only.

**Connect Zoho Account**

Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply
oauth 2.0 authentication. Also you can connect multiple Zoho accounts.

**Fields Mapping**

Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order
fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.

**Export Event**

Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory,
Invoice). For example , send WooCommerce Order to Zoho on Order Completion.

**Primary Key**

Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) 
in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary
Key field.

**Error Reporting**

If there is an error while sending data to Zoho, an email containing the error details
will be sent to the specified email address.

**Zoho(CRM, Books, Inventory, Invoice) Logs**

Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to
Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice).

**Send Historical Orders/Customers to Zoho**

Easily export all old woocommerce orders and Customers to zoho in just one click.
This feature is available in pro version only.

**Full Synchronization**

All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you
update/delete/restore an order that order will be updated/deleted/restored in Zoho(
CRM, Books, Inventory, Invoice).

**Filter orders**

By default all Woocommerce orders are sent to Zoho, but you can apply filters & 
setup rules to limit the orders sent to Zoho. For example sending Orders from specific
city to Zoho.

**Send Data As Notes**

Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead,
Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice).

**Assign Contact to Order**

A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one
feed can be assigned to the module created/updated by other feed.

> **Premium Version.**
> Following features are available in Premium version only.[WooCommerce Zoho Integration](https://www.crmperks.com/plugins/woocommerce-plugins/woocommerce-zoho-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=zoho_readme)
>  * Add WooCommerce Order Items to Zoho.
>  * All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes,
>    Recurring Invoices, custom modules etc.
>  * Zoho Custom fields.
>  * Zoho Phone Number fields.
>  * Select Zoho Object Layout.
>  * Add a lead to campaign in Zoho CRM.
>  * Assign owner to any object(Contact, lead , account etc) in Zoho CRM.
>  * Assign object created/updated/found by one feed to other feed. For example 
>    assigning a contact to a custom Zoho object.
>  * Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
>  * Lookup lead’s email and phone number using popular email and phone lookup services.

### Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have
everything you’ll ever need.[View All Add-ons](https://www.crmperks.com/add-ons/?utm_medium=referral&utm_source=wordpress&utm_campaign=WC+zoho+Readme&utm_content=WC)

### Need Zoho Plugin for Gravity Forms and Contact form 7 ?

We have Zoho add-on for Gravity Forms. [Gravity Forms Zoho](https://wordpress.org/plugins/gf-zoho/)

We have Zoho add-on for Contact Form 7. [Contact Form 7 Zoho](https://wordpress.org/plugins/cf7-zoho/)

### Want to send data to other crm

We have Premium Extensions for 20+ CRMs.[View All CRM Extensions](https://www.crmperks.com/plugin-category/woocommerce-plugins/?utm_source=wordpress&utm_medium=directory&utm_campaign=zoho_readme)

## Screenshots

 * [[
 * Connect Zoho Account.
 * [[
 * Map Zoho Fields to WooCommerce Order fields.
 * [[
 * Zoho logs.
 * [[
 * Send WooCommerce Order to Zoho.
 * [[
 * Get Customer’s email infomation from Full Contact(Premium feature).
 * [[
 * Get Customer’s geolocation, browser and OS (Premium feature).

## FAQ

### Where can I get support?

Our team provides free support at [https://www.crmperks.com/contact-us/](https://www.crmperks.com/contact-us/).

### WooCommerce Zoho integration

Easily integrate WooCommerce Orders to Zoho CRM with free WooCommerce Zoho Plugin.
Connect Zoho account and map WooCommerce Orders fields to Zoho object fields. You
can integrate WooCommerce order to Zoho CRM Contact, Lead, Account, Deal or any 
custom module.

### Connector for Woocommerce and Zoho CRM

Easily connect woocommerce to zoho crm with this free woocommerce and zoho connector.
If you need all features then use woocommerce and zoho crm connector pro which comes
with lot of additional features.

### Woocommerce Zoho CRM Integration

 * Easily connect your WooCommerce shop to your zoho CRM account.
 * Creeate feeds for Zoho CRM Contacts, SalesOrders, Deals etc.
 * New Woocommerce Order will be automatically sent to Zoho CRM.
 * Open any Woocommerce Order and click “send to Zoho CRM” button.

### Zoho and Woocommerce

Woocomerce is free and open source ecommerce plugin and basic features of Zoho crm
are free. You can easily connect zoho and woocommerce with woocommerce and zoho 
crm connector pro.

### Woocommerce and Zoho CRM Connector Pro

Free version of Woocommerce and Zoho CRM Connector supports basic features like 
Contacts, leads. Woocommerce and Zoho CRM Connector Pro supports all features like
Sales Orders, Invoices, payments etc.

### Zoho Invoice WooCommerce

 * Easily connect your WooCommerce store to your Zoho Invoice account.
 * Add WooCommerce customers to Zoho Invoice customers.
 * You can create invoices, estimates and payments in zoho Invoice with Pro version.

### How zoho and woocommerce integration works

This free zoho crm woocommerce plugin can create/update any object(contact,account,
lead, product etc) in Zoho crm when an Order is placed in Woocommerce.

### Woocommerce Zoho Books Integration

 * Easily connect your WooCommerce store to your zoho books account.
 * Synchronise WooCommerce customers to Zoho Books customers.
 * Pro version supports zoho books invoices, estimates and payments.

### Woocommerce Zoho Inventory Integration

 * Go to WooCommerce -> Settings -> Zoho then Connect your zoho Inventory account.
 * Create a Zoho Inventory feed then map zoho Inventory fields to WooCommerce Order
   fields.
 * Open any Order and click “Send to Zoho Inventory” button.
 * New Woocommerce Orders will be auto sent to zoho Inventory.

### Woocommerce Zoho Inventory

 * You can connect your WooCommerce store to your zoho Inventory.
 * Plugin Sends WooCommerce customers to Zoho Inventory customers.
 * Pro version supports zoho Inventory invoices, salesOrders and payments.

### How to integrate Zoho Books with Woocommerce

 * Go to WooCommerce -> Settings -> Zoho then Connect your zoho books account to
   WooCommerce.
 * Create a Zoho feed then map zoho books fields to WooCommerce Order fields.
 * Open any Order and click “Send to Zoho” button.
 * All new Woocommerce Orders will be auto sent to zoho Books.

## Reviews

![](https://secure.gravatar.com/avatar/626fa03749143d56c9230059fab52beacce52b72b2c5ef59294553032560fa55?
s=60&d=retro&r=g)

### 󠀁[CRM Perks Review: A Powerful Tool for Seamless CRM Integration](https://wordpress.org/support/topic/crm-perks-review-a-powerful-tool-for-seamless-crm-integration/)󠁿

 [jshtdi](https://profiles.wordpress.org/jshtdi/) August 21, 2024

CRM Perks is a highly versatile and user-friendly WordPress plugin that offers seamless
integration between your WordPress site and various Customer Relationship Management(
CRM) systems. Having tested and used the plugin extensively, it’s clear that CRM
Perks is an excellent choice for anyone looking to streamline their CRM workflows
directly from their WordPress dashboard. Ease of Use One of the standout features
of CRM Perks is its ease of use. The plugin boasts an intuitive interface that makes
it accessible even for those who may not have extensive technical knowledge. Setting
up the plugin is straightforward, and the guided steps ensure that you can connect
your CRM system to your WordPress site within minutes. The plugin also provides 
helpful documentation and support, which is a big plus if you run into any issues.
Integration Capabilities CRM Perks excels in its wide range of CRM integrations.
It supports popular CRM systems like Salesforce, HubSpot, Zoho CRM, and many others.
The plugin allows you to automatically sync data between your WordPress forms and
your CRM, which can be a game-changer for businesses looking to improve their customer
data management. Whether you’re capturing leads from a contact form, managing sales
data, or tracking customer interactions, CRM Perks makes the process seamless and
efficient. Customization and Flexibility The plugin offers extensive customization
options, allowing you to tailor the data mapping to fit your specific needs. You
can choose which form fields to sync, apply conditional logic, and even set up advanced
filters to ensure only the most relevant data is transferred to your CRM. This level
of customization makes CRM Perks a flexible solution that can adapt to a wide range
of business requirements. Performance and Reliability In terms of performance, CRM
Perks is robust and reliable. The plugin runs smoothly without causing any noticeable
slowdowns on your WordPress site, even when handling large volumes of data. The 
real-time data syncing ensures that your CRM is always up to date, reducing the 
risk of data discrepancies and improving overall efficiency. Support and Documentation
CRM Perks is backed by a responsive support team and extensive documentation. Whether
you’re facing a technical issue or need help with configuration, the support team
is quick to respond and provides clear, helpful guidance. The documentation is well-
organized and covers everything from basic setup to advanced features, making it
easy to get the most out of the plugin. Pricing CRM Perks offers a range of pricing
plans to suit different needs, from single-site licenses to more comprehensive packages
that include priority support and additional features. The pricing is competitive,
especially considering the plugin’s extensive capabilities and the value it adds
to your CRM workflow. Conclusion Overall, CRM Perks is a powerful and reliable plugin
that can significantly enhance your CRM integration with WordPress. Its ease of 
use, wide range of integrations, and flexible customization options make it an excellent
choice for businesses of all sizes. Whether you’re looking to improve lead capture,
streamline customer data management, or optimize your sales processes, CRM Perks
provides a comprehensive solution that delivers on its promises.

![](https://secure.gravatar.com/avatar/f7f42cc5d5821d864ff6ead9e0c837e38b8d9699bad5f45438158ae38be600cb?
s=60&d=retro&r=g)

### 󠀁[Helpful support](https://wordpress.org/support/topic/helpful-support-74/)󠁿

 [markfme](https://profiles.wordpress.org/markfme/) June 1, 2024

Support for this plugin (Woocommerce /Zoho integration) has been fast and responsive.
Recommended.

![](https://secure.gravatar.com/avatar/9539ade0ce8d7f7730f2a49fc3242d0f5d7ed5f5dae2e3d858cacb8866628ed3?
s=60&d=retro&r=g)

### 󠀁[Works well, Helpful support](https://wordpress.org/support/topic/works-well-helpful-support-2/)󠁿

 [vectorhold](https://profiles.wordpress.org/vectorhold/) February 1, 2024

Easier and more cost-effective than our original Zapier setup, Support helped us
navigate a metadata issue and quickly updated the plugin when an issue was found.

![](https://secure.gravatar.com/avatar/e7f825f3e50109b3a4ebd3584ed4b190a0e47099283b340836aaeb1eac16db08?
s=60&d=retro&r=g)

### 󠀁[Excellent](https://wordpress.org/support/topic/excellent-13111/)󠁿

 [yongyi](https://profiles.wordpress.org/yongyi/) November 28, 2023

Reliable, easy to use, straightforward, effective. Prompt customer support too!

![](https://secure.gravatar.com/avatar/89bc669ade7db2877f35f55d79ec967744f1729fb5c0fa119d1f79d2aa10b87c?
s=60&d=retro&r=g)

### 󠀁[Exceptional Support](https://wordpress.org/support/topic/exceptional-support-56/)󠁿

 [cescodb](https://profiles.wordpress.org/cescodb/) November 14, 2023

The support team is incredibly helpful and always quick to respond. Highly recommend
for any WordPress user looking for a top-notch plugin.

![](https://secure.gravatar.com/avatar/f4f3838144af793af56bb61e66283d57b022b9f9305fdee6628df3bb3f72e9d1?
s=60&d=retro&r=g)

### 󠀁[Big time saver](https://wordpress.org/support/topic/big-time-saver-42/)󠁿

 [Andrew Randazzo](https://profiles.wordpress.org/theologian88/) October 31, 2023

This app has really saved us a lot of time and made our lives easier.

 [ Read all 83 reviews ](https://wordpress.org/support/plugin/woo-zoho/reviews/)

## Contributors & Developers

“Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin” is 
open source software. The following people have contributed to this plugin.

Contributors

 *   [ CRM Perks ](https://profiles.wordpress.org/crmperks/)
 *   [ Samer Bazzi ](https://profiles.wordpress.org/sbazzi/)
 *   [ Asif ](https://profiles.wordpress.org/asif876/)

[Translate “Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin” into your language.](https://translate.wordpress.org/projects/wp-plugins/woo-zoho)

### Interested in development?

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

## Changelog

#### 1.6.1

 * added “tax_regime field” feature.

#### 1.6.0

 * added “vat_reg_no field” feature.

#### 1.5.9

 * added “custom line item field from qty” feature.

#### 1.5.8

 * fixed “shipping tax” issue.

#### 1.5.7

 * fixed “invalid location_id element” issue.

#### 1.5.6

 * fixed “items SKU search issue with zoho inventory”.

#### 1.5.5

 * fixed “CSRF issue with logs page”.

#### 1.5.4

 * added “disable logs” feature.

#### 1.5.3

 * added “phone and product ID” fields.

#### 1.5.2

 * fixed “products search exact match” issue.
 * fixed “invalid tax when auto creating product with Order lines” issue.
 * added “map shipping tax to zoho” feature.

#### 1.5.1

 * fixed “do not create new zoho product for woo variation” issue.

#### 1.5.0

 * fixed “pipeline field” issue.

#### 1.4.9

 * added “refund date field”.

#### 1.4.8

 * added “search products by name” zoho crm feature.

#### 1.4.7

 * added “payment options” field in invoice.

#### 1.4.6

 * fixed “order fee empty” issue.

#### 1.4.5

 * upgraded API version to v6.
 * added “purchased items” feature.

#### 1.4.4

 * added “zoho crm line items fields” feature.
 * fixed “zoho line description – new lines” issue.

#### 1.4.3

 * added “select Zoho stock qty field” feature.

#### 1.4.2

 * fixed “order update from log” issue.

#### 1.4.1

 * fixed “zoho inventory custom fields” issue.

#### 1.4.0

 * fixed “zoho crm tax field” issue.

#### 1.3.9

 * fixed “partial line items” issue.

#### 1.3.8

 * fixed “html tags in item details field” issue.
 * fixed “woo products quick edit” issue.

#### 1.3.7

 * fixed “html tags in line item” issue.

#### 1.3.6

 * added “renewal orders filter” feature.

#### 1.3.5

 * added “Avalara tax mapping for woo order” feature.

#### 1.3.4

 * added “Avalara tax fields in items feed” feature.
 * fixed “undefined index with payment feed ” issue.

#### 1.3.3

 * fixed “salesorder number” issue.

#### 1.3.2

 * fixed “custom field” issue in feed.

#### 1.3.1

 * fixed “negative Discount value” issue.
 * added “zoho triggers” field.
 * fixed “product attributes fields” issue.

#### 1.3.0

 * fixed “old value in product meta fields” issue.

#### 1.2.9

 * fixed “in valid address id” issue.

#### 1.2.8

 * added “zoho bigin”.

#### 1.2.7

 * fixed “auto invoice notice from zoho” issue.
 * fixed “product already exists” issue.

#### 1.2.6

 * added “vat_treatment” field.

#### 1.2.5

 * fixed “Woo and Zoho Order Total missmatch issue in payments feed”.

#### 1.2.4

 * fixed “Discount issue with more than one Qty”.

#### 1.2.3

 * added zoho crm tax feature.

#### 1.2.2

 * fixed “updating item – http method not allowed” issue.

#### 1.2.1

 * fixed “updating inventory item” issue.

#### 1.2.0

 * added mark invoice as confirmed feature.
 * fixed creditnotes issue.

#### 1.1.9

 * added line item description feature.
 * added country and state label fields.

#### 1.1.8

 * fixed line item tax issue.

#### 1.1.7

 * fixed php8 issues.

#### 1.1.6

 * fixed “save user” feature.
 * fixed “wrong address” issue in bulk sending orders.

#### 1.1.5

 * fixed “zoho item fields”.
 * fixed “customer type field”.

#### 1.1.4

 * fixed “float as string in mysql” issue.

#### 1.1.3

 * fixed address_id issue with invoices.

#### 1.1.2

 * added “line item attributes” in item detail field.
 * added “sync product from specific categories” feature.
 * fixed “date field timezone issue”.

#### 1.1.1

 * added “apply tax if already not set” feature.
 * added “set currency_id” feature.
 * added “assignment addon” support.
 * added “multi currency” support.

#### 1.1.0

 * mapping woocommerce tax to zoho tax added.

#### 1.0.9

 * added assignment rule support.
 * added org_id support.

#### 1.0.8

 * removed disabled layouts from list.
 * fixed timezone issue.
 * fixed “add note” feature.

#### 1.0.7

 * added zoho.com.au support.

#### 1.0.6

 * added zoho Inventory support.

#### 1.0.5

 * fixed “save_product” event.

#### 1.0.4

 * escaped brackets in search.
 * added Gclid field.

#### 1.0.3

 * Fixed “check filter” feature.

#### 1.0.2

 * Added support for multi-lookup field.

#### 1.0.1

 * Moved to Zoho API V2.
 * Added support for Zoho Eu datacenter.

#### 1.0.0

 * Initial release.

## Meta

 *  Version **1.6.1**
 *  Last updated **4 weeks ago**
 *  Active installations **2,000+**
 *  WordPress version ** 4.7 or higher **
 *  Tested up to **6.9.4**
 *  PHP version ** 5.3 or higher **
 * Tags
 * [woocommerce zoho](https://wordpress.org/plugins/tags/woocommerce-zoho/)[Zoho](https://wordpress.org/plugins/tags/zoho/)
   [zoho books](https://wordpress.org/plugins/tags/zoho-books/)[zoho inventory](https://wordpress.org/plugins/tags/zoho-inventory/)
   [Zoho Invoice](https://wordpress.org/plugins/tags/zoho-invoice/)
 *  [Advanced View](https://wordpress.org/plugins/woo-zoho/advanced/)

## Ratings

 5 out of 5 stars.

 *  [  82 5-star reviews     ](https://wordpress.org/support/plugin/woo-zoho/reviews/?filter=5)
 *  [  0 4-star reviews     ](https://wordpress.org/support/plugin/woo-zoho/reviews/?filter=4)
 *  [  0 3-star reviews     ](https://wordpress.org/support/plugin/woo-zoho/reviews/?filter=3)
 *  [  0 2-star reviews     ](https://wordpress.org/support/plugin/woo-zoho/reviews/?filter=2)
 *  [  1 1-star review     ](https://wordpress.org/support/plugin/woo-zoho/reviews/?filter=1)

[Your review](https://wordpress.org/support/plugin/woo-zoho/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/woo-zoho/reviews/)

## Contributors

 *   [ CRM Perks ](https://profiles.wordpress.org/crmperks/)
 *   [ Samer Bazzi ](https://profiles.wordpress.org/sbazzi/)
 *   [ Asif ](https://profiles.wordpress.org/asif876/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/woo-zoho/)