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Zoho Inventory - Set Up and Connection

A step-by-step guide to connecting (and disconnecting) your Zoho Inventory account with Optiply. Learn how to authorize the connection and configure your specific data filtering options.

Written by Carla Domingos
Updated over a week ago

🔗 Zoho Inventory: Setup & Connection Guide

Welcome to the integration guide for connecting Optiply with Zoho Inventory! By establishing this link, you can seamlessly streamline your inventory management, ensure accurate demand forecasting, and fully automate your e-commerce purchasing processes.

Follow the steps below to set up the integration, configure your data filters, and start synchronising your data.

🛠️ Phase 1: Connect & Configure

Step 1: Access Settings Log in to your Optiply account. Click on Settings.

Step 2: Navigate to Data management and Integrations.

Step 3: Add a Source. Click the + Add a source button. Select Zoho Inventory from the list of available integrations, then click Next to proceed.

Step 4: Configure Connection & Filtering Options. On this screen, you will need to provide your details and choose how Optiply handles your data:

  • Organisation ID: Enter your Zoho Organisation ID to ensure data is pulled from the correct account.

  • Pull all sales orders: By default, Optiply only pulls completed and closed orders. If you toggle this option on, Optiply will also include draft and open orders.

  • Filter by Warehouse ID: If you only want to pull data from specific warehouses, input the Warehouse ID(s) here. (Note: Separate multiple IDs with commas and no spaces).

Step 5: Authorise Optiply. Once your filters are set, click Connect to initiate the authorisation process. A Zoho pop-up window will appear requesting permission for Optiply to access your data. Click Accept to authorise and establish the connection.

Step 6: Finalise the Connection. Once the connection is successful, all pop-ups will automatically close. A synchronisation job will immediately trigger in the background, indicating that your connection is active and your data is importing!

🛑 Phase 2: Disconnecting Zoho Inventory from Optiply

If you ever need to disconnect your Zoho Inventory account from Optiply, follow the steps below. Note: This action will immediately cease all data synchronisation activities between the two systems, and Optiply will no longer have access to your Zoho Inventory data.

  1. Navigate to Settings in your Optiply account

  2. Click on the Integrations tab.

  3. Locate your connected Zoho Inventory source.

  4. Click on the Credentials tab (located next to the Jobs tab).

  5. Scroll down to the very bottom of the page to the Disconnect source section.

  6. Click the Disconnect button.

  7. A prompt will appear asking you to confirm the disconnection. Confirm the action to terminate the integration.

❓ Frequently Asked Questions (FAQs)

How do I know if my connection is actually working?

After successfully integrating (or disconnecting) Zoho Inventory, you can always verify the status of the integration by navigating to the Jobs tab within your Zoho Inventory integration settings. If the sync job shows as completed, your data is flowing smoothly!

Can I change my warehouse filters after I connect?

Yes! If you need to make adjustments to your Warehouse IDs, Salesperson exclusions, or order statuses, you can simply re-configure those settings within the Credentials tab of your integration.

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