Zoho Connector Module
Create a New Zoho Connector
User can create a new Zoho connector by clicking on the New button. Here User need to add their Client id, Client Secret Key, Redirect URL, and Country Endpoint details and click on Generated Link.
Clicking on "Generate Link" will generate a URL as the "Zoho Authorization URL".
Clicking on "Zoho Authorization URL" user will be redirected to Zoho books and inventory access page where user need to click on Accept button.
After clicking the Accept button, the Access token, refresh token, and expires access token are auto-filled, and the user needs to click the Activate button to activate the created Zoho connector.
Zoho Connector Activated
Import Product from Zoho to Odoo
User need to enable "Import Product" option and click on Product Scan button to import product from Zoho to Odoo.
Products in Zoho
Imported Product Log
After clicking the "Product Scan" button, The user can see that the products were imported successfully and can also view the log history of each product.
Product Log History
User can see the detailed product import log for each product imported individually.
Imported Product list
User can see the imported product list.
Imported Product List in Zoho
Export Product from Odoo to Zoho
User needs to enable the "Export Product" option to export products from Odoo to Zoho.
Export Product to Zoho
User can export products from the inventory module by selecting a product and clicking the "Export Product to Zoho" button.
Exported Product Log
After clicking the "Export Product to Zoho" button, the user can see that the products were exported successfully and can also view the log history of each product.
Exported Product List
User can see the exported product list.
Exported Product List in Zoho
Import Product Stock from Zoho to Odoo
User need to enable "Import Product Stock" option and click on Product Scan button to import product stock from Zoho to Odoo.
Import Product Stock from Zoho to Odoo
User need to enable "Import Product Stock" option and click on Product Scan button to import product stock from Zoho to Odoo.
Product Quantity Before Import Product Stock
Imported Product Log
After clicking the "Stock Scan" button, the user can see that the product stock was imported successfully.
Product Stock Log History
User can see the updated "On Hand Quantity" from Import Product Stock.
User can see the updated quantity from import product stock.
Export Product Stock from Odoo to Zoho
User needs to enable the "Export Product Stock" option to export product stock from Odoo to Zoho.
Export Product Stock
User can export product stock from the inventory module by selecting a product from inventory adjustments and clicking the "Export Stock to Zoho" button.
Exported Product Stock Log
After clicking the "Export Stock to Zoho" button, the user can see that the stocks were exported successfully and can also view the log history of each stock.
Export Product Log History
User can see that product stock quantity was updated successfully.
Exported Product Stock List
User can see the updated stock quantity in the product list.
Import Sale Order from Zoho to Odoo
User need to enable "Import Sale Order" option and click on Sales Scan button to import sale order from Zoho to Odoo.
Import Product Stock from Zoho to Odoo
User need to enable "Import Product Stock" option and click on Product Scan button to import product stock from Zoho to Odoo.
Sale Orders in Zoho
Imported Sale Order Log
After clicking the "Sales Scan" button, the user can see that the sale order was imported successfully.
Sale Order Log History
User can see the detailed sale order import log for each sale order imported individually.
Imported Sale Order
Export Sale Order from Odoo to Zoho
User needs to enable the "Export Sale Order" option to export sale order from Odoo to Zoho.
Export Sale to Zoho
User can export sale order from Sale by selecting any sale orders and clicking the "Export Sale to Zoho" button.
Exported Sale Order Log
After clicking the "Export Sale to Zoho" button, the user can see that the sale orders were exported successfully and can also view the log history of each sale order.
Export Sale Order Log History
User can see that sale order was exported successfully.
Exported Sale Order in Zoho
Exported Sale Order list
User can see the exported sale order list in sale order.
Import Invoice from Zoho to Odoo
User need to enable "Import Invoice" option and click on Invoice Scan button to import invoices from Zoho to Odoo.
Invoices in Zoho
Imported Invoice Log
After clicking the "Invoice Scan" button, the user can see that the draft invoices were imported successfully and can also view the log history of each invoices.
Invoice Log History
User can see the detailed invoice imported log for each invoices imported individually.
Imported Invoice list
User can see the imported invoice list in Customer Invoices.
Imported Invoices in Invoicing
Export Invoice from Odoo to Zoho
User needs to enable the "Export Invoice" option to export invoices from Odoo to Zoho.
Export Inovice to Zoho
User can export invoices from the Invoicing by selecting any customer invoice and clicking the "Export Invoice to Zoho" button.
Exported Invoice Log
After clicking the "Export Invoice to Zoho" button, The user can see that the invoices were exported successfully and can also view the log history of each invoice.
Export Invoice Log History
User can see that invoices were exported successfully.
Exported Invoices in Zoho
User need to enable "Import Product Stock" option and click on Product Scan button to import product stock from Zoho to Odoo.
Exported Invoice List
User can see the exported invoice list in Customer Invoice.
Import Vendor Bill from Zoho to Odoo
User need to enable "Import Vendor Bill" option and click on Vendor Bill Scan button to import vendor bills from Zoho to Odoo.
Vendor Bill in Zoho
Imported Vendor Bill Log
After clicking the "Vendor Bill Scan" button, the user can see that the draft vendor bill was imported successfully and can also view the log history of each vendor bills.
Vendor Bill Log History
User can see the detailed vendor bill imported log for each vendor bills imported individually.
Imported Vendor Bill list
User can see the imported invoice list in Vendor Bills.
Imported Vendor Bills in Invoicing
Export Vendor Bill from Odoo to Zoho
User needs to enable the "Export Vendor Bill" option to export vendor bills from Odoo to Zoho.
Export Vendor Bill to Zoho
User can export vendor bills from the Invoicing by selecting any vendor bills and clicking the "Export Vendor Bill to Zoho" button.
Exported Vendor Bill Log
After clicking the "Export Vendor Bill to Zoho" button, the user can see that the vendor bills were exported successfully and can also view the log history of each vendor bill.
Export Vendor Bill Log History
User can see that vendor bills were exported successfully.
Exported Vendor Bills in Zoho
Customers in Zoho
Imported Customer Log
After clicking the "Customer Scan" button, the user can see that the customer were imported successfully and can also view the log history of each customers.
Customer Log History
User can see the detailed customer list imported log.
Imported Customer list
User can see the imported customer list in Customers.
Imported Customers List in Customers
Export Customers from Odoo to Zoho
User needs to enable the "Export Customer" option to export customers from Odoo to Zoho.
Export Customers to Zoho
User can export customers from the sale by selecting any customers and clicking the "Export Customer to Zoho" button.
Exported Customer Log
After clicking the "Export Customer to Zoho" button, the user can see that the customers were exported successfully and can also view the log history of each customer.
Export Customer Log History
User can see that customers were exported successfully.
Exported Customers in Zoho
Import Vendor from Zoho to Odoo
User need to enable "Import Vendor" option and click on Vendor Scan button to import vendor from Zoho to Odoo.
Vendors in Zoho
Imported Vendor Log
After clicking the "Vendor Scan" button, the user can see that the vendors were imported successfully and can also view the log history of each vendors.
Vendor Log History
User can see the detailed vendor list imported log.
Imported Vendor List in Vendors
User can see the imported vendor list in Vendors.
Export Vendors from Odoo to Zoho
User needs to enable the "Export Vendor" option to export vendors from Odoo to Zoho.
Export Vendors to Zoho
User can export vendors from the purchase by selecting any vendors and clicking the "Export Vendor to Zoho" button.
Exported Vendor Log
After clicking the "Export Vendor to Zoho" button, the user can see that the vendors were exported successfully and can also view the log history of each vendor.
Export Vendor Log History
User can see that vendors were exported successfully.
Exported Vendors in Zoho
Customer Payments in Zoho
Imported Customer Payment list
User can see the imported payments list in Customer Payments.
Imported Customer Payments in Invoicing
Export Customer Payment from Odoo to Zoho
User needs to enable the "Export Customer Payment" option to export customer payments from Odoo to Zoho.
Export Customer Payments to Zoho
User can export customer payments from the payments in invoicing by selecting any payment and clicking the "Export Customer Payment to Zoho" button.
Exported Customer Payment Log
After clicking the "Export Customer Payment to Zoho" button, the user can see that the payments were exported successfully and can also view the log history of each payment.
Export Customer Payment Log History
User can see that customer payments were exported successfully.
Exported Customer Payments in Zoho
User needs to enable the "Export Customer Payment" option to export customer payments from Odoo to Zoho.
Exported Customer Payments List
User can see the exported customer payment list in Customer Payments.
Import Vendor Payment from Zoho to Odoo
User need to enable "Import Vendor Payment" option and click on Vendor Payment Scan button to import vendor payment from Zoho to Odoo.
Vendor Payments in Zoho
Imported Vendor Payment Log
After clicking the "Vendor Payment Scan" button, The user can see that the vendor payments were imported successfully and can also view the log history of each vendor payment.
Vendor Payment Log History
User can see the detailed vendor payment list imported log.
Imported Vendor Payment list
User can see the imported payments list in Vendor Payments.
Imported Vendor Payments List in Invoicing
Export Vendor Payment from Odoo to Zoho
User needs to enable the "Export Vendor Payment" option to export vendors from Odoo to Zoho.
Export Vendor Payments to Zoho
User can export vendor payments from the payments in invoicing by selecting any payment and clicking the "Export Vendor Payment to Zoho" button.
Exported Vendor Payment Log
After clicking the "Export Vendor Payment to Zoho" button, The user can see that the payments were exported successfully and can also view the log history of each payment.
Export Vendor Payment Log History
User can see that vendor payments were exported successfully.
Exported Vendor Payments List
Import Customer Credit from Zoho to Odoo
User need to enable "Import Customer Credit" option and click on Customer Credit Note Scan button to import customer credit note from Zoho to Odoo.
Customer Credit Note in Zoho
Imported Customer Credit Note Log
After clicking the "Customer Credit Note Scan" button, The user can see that the customer credit notes were imported successfully and can also view the log history of each customer credit note.
Customer Credit Note Log History
User can see the detailed customer credit note list imported log.
Imported Customer Credit Note List
User can see the imported customer credit notes list in Customer Credit.
Imported Customer Credit Note List in Invoicing
Export Customer Credit Note from Odoo to Zoho
User needs to enable the "Export Customer Credit" option to export customer credit notes from Odoo to Zoho.
Export Customer Credit Notes to Zoho
User can export customer credit notes from the Credit Notes in invoicing by selecting any credit notes and clicking the "Export Customer Credit Note to Zoho" button.
Exported Customer Credit Note Log
After clicking the "Export Customer Credit Note to Zoho" button, The user can see that the credit notes were exported successfully and can also view the log history of each credit note.
Export Customer Credit Note Log History
Exported Customer Credit Notes in Customer Credit
Exported Customer Credit Notes in Zoho
Import Vendor Credit from Zoho to Odoo
User need to enable "Import Vendor Credit" option and click on Vendor Credit Note Scan button to import vendor credit note from Zoho to Odoo.
Vendor Credit Note in Zoho
Imported Vendor Credit Note Log
After clicking the "Vendor Credit Note Scan" button, The user can see that the vendor credit notes were imported successfully and can also view the log history of each vendor credit note.
Vendor Credit Note Log History
User can see the detailed vendor credit note list imported log.
Imported Vendor Credit Note list
User can see the imported vendor credit notes list in Vendor Credit.
Imported Vendor Credit Note List in Invoicing
User need to enable "Import Vendor Credit" option and click on Vendor Credit Note Scan button to import vendor credit note from Zoho to Odoo.
Export Vendor Credit Note from Odoo to Zoho
User needs to enable the "Export Vendor Credit" option to export vendor credit notes from Odoo to Zoho.
Export Vendor Credit Notes to Zoho
User can export vendor credit notes from the Refund Bill in the Invoicing by selecting any refund bills and clicking the "Export Vendor Credit Note to Zoho" button.
Exported Vendor Credit Note Log
User need to enable "Import Vendor Credit" option and click on Vendor Credit Note Scan button to import vendor credit note from Zoho to Odoo.
Export Vendor Credit Note Log History
User can see that vendor credit notes were exported successfully.
Exported Vendor Credit Notes in Zoho
Exported Vendor Credit Notes in Customer Credit
Refresh Token in Zoho Instance
User can refresh token once the token expires by clicking on "Refresh Token Button".
Warning/Validation
If Zoho instance is not active and user tries to import product,product stock, sale orders and accounting records, a user error is displayed.
If Zoho instance is not active and user tries to export product,product stock, sale orders and accounting records., a user error is displayed.
If Zoho Inventory Export Product is disabled and user tries to export product, a user error is displayed.
If Zoho Inventory Export Product Stock is disabled and user tries to export product stock, a user error is displayed.
If Zoho Export Sale is disabled and user tries to export sale orders, a user error is displayed.
If Zoho Export Invoice is disabled and user tries to export invoices, a user error is displayed.
If Zoho Export Bills is disabled and user tries to export vendor bills, a user error is displayed.
If Zoho Export Customer is disabled and user tries to export customers, a user error is displayed.
If Zoho Export Vendor is disabled and user tries to export vendors, a user error is displayed.
If Zoho Export Customer Payment is disabled and user tries to export customer payments, a user error is displayed.
If Zoho Export Vendor Payment is disabled and user tries to export vendor payment, a user error is displayed.
If Zoho Export Customer Credit is disabled and user tries to export customer credit notes, a user error is displayed.
If Zoho Export Vendor Credit is disabled and user tries to export vendor credit notes, a user error is displayed.
