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Do you know what Zoho Books is and how it can help you in your business? In this blog, we will help you know what is Zoho Books and how to integrate it with Magento 2.
First of all, we need to learn what Zoho Books is?
Zoho Books is an accounting software which is used by small business owners to manage their finances. The tool is very simple and easy to use. It also helps you in making smart decisions on data as well as financial control of your company. From all applications you can send professional invoices to your customers and can also receive online payments.
Further, the best part of Zoho Books is that it has intelligent design and financial management capabilities for all your projects.
How to integrate Zoho Books with Magento 2
To integrate Zoho Books
Step 1: Sign up the Zapier account
Step 2: Sign up the Zoho Books account
After logging into Zapier, click on Make a Zap to start integrating.
Step 3: Integrate Magento 2.x
In this step, you have to choose Magento 2.x so that Zapier can get all data from your store.
Then, choose New Customer in select Magento 2.x Trigger field and click on continue.
After that, you need to connect an Account in select Magento 2.x account field. In this step, make sure to enter full domain, admin username and admin password of your Magento 2 store as the following image:
After creating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.
Great! You have just tested Magento 2.x successfully. Now, please continue doing the next step.
Step 4: Integrate Zoho Books
In Choose an Action App field, select Zoho Books and then click on Continue.
Then, you need to choose one of the options from the drop-down list of Select Zoho Books Action field. After selecting, click on continue.
Next, you have to Select Zoho Books account. Please click on Connect an Account. Then, your screen will display the image shown below:
Now, this is the account which you have just created. Please click on Save + Continue.
Next, you must setup Zoho Books Sales Invoice. Now, please enter all required fields on the page as well as choose customer name from step 1, then choose continue box.
Perfect, you have tested Zoho Books successfully. Finally, choose Finish and then set the name your zap to complete.
Now, your Zap is working and it will auto-check for your Magento 2.x new customer.
So, this is how the integration between Zoho Books and Magento 2 is done.
Now, all you need to do is to integrate your Magento 2 with Zoho Books. So, try it with your Magento 2 store today! If you’re looking for professional help to integrate the store then hire Magento integration specialist today,
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