Optiply

In the simplest (1st flavour) form of the integration, we map only these elements: ​

In the complete (2nd flavour) form of the integration, we map the elements below: 

Zoho Region: The Region of the company registered in Zoho

Sync_Stock : The customer can decide to not to sync product stock by having this flag set to False.

Warehouse_ids : If the customer has multiple warehouse sources and wants to only get stock from some, they may select only specific warehouses from Zoho Inventory by clearly stating the warehouse id’s pretended separated by commas. Furthermore, each id should be numerical. ​

To request these features, please reach out to our customer support team

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Stock can either be pulled as the sum of all warehouses, or select only specific warehouses

If pull all sell orders is set to false, only orders with the status “invoiced”, “partially invoiced” and “closed” will be synced

Possibility to Exclude Sell Orders based on Salesperson ID: If the customer has multiple sources and wants to exclude a couple of sales channels to avoid data duplication, they may exclude all those sales orders from Zoho Books by clearly stating the salesperson id’s.

For example, if a client wants to skip all orders from Amazon with the salesperson Id saved as <code>AMZN</code> and Walmart with the salesperson Id saved as <code>WLMT</code>, the field should be filled <code>AMZN,WLMT</code>.

 We do not sync SellOrder changes in any way, order line changes, line deletions or new lines added to existing. SellOrders will not be updated in Optiply.

This page will allow you to know the information we map and when from your integration.

Zoho Books - Data Mapping & Synchronisation

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Entity	*Sync FROM* -> TO**	Frequency
Products	ZohoBooks > OP	updated hourly
Sell Orders	ZohoBooks > OP	updated hourly

Entity	*Sync FROM* -> TO**	Frequency
Products	ZohoBooks > OP	updated hourly
Suppliers	ZohoBooks > OP	updated hourly
Supplier Products	ZohoBooks > OP	updated hourly
Sell Orders	ZohoBooks > OP	updated hourly
Buy Orders Import	ZohoBooks > OP	updated hourly
Buy Orders Export	OP > ZohoBooks	every 15min

Optiply	Zoho Books
name	name
skuCode	sku
price	rate
remoteId	item_id
status	If `product_type = goods` AND `status = active` Then `optiply.status = enabled` Otherwise `optiply.status = disabled`
stockLevel (*1)	`available_for_sale_stock`
UnlimitedStock	if `product_type = digital` or `product_type = service` or `product_type = digital service` Then “true” else “false”
createdAtRemote	`created_time`

Optiply	Zoho Books
name	vendor_name
email	email
remoteId	contact_id

Optiply	Zoho Books
name	name
skuCode	sku
price	purchase_rate
supplierId	vendor_id
productId	item_id

Zoho Books - Data Mapping & Synchronisation

Simple

Full

Features

Products

Suppliers

Supplier Products

Sell Orders

Sell Order Lines

Buy Orders Zoho > OP

Buy Order Lines

Buy Order Optiply > Zoho

Buy Order Lines Optiply > Zoho

Optiply	Zoho Books
totalValue	total
placed	date
remoteId	salesorder_id

Optiply	Zoho Books
optiplyBuyOrderId	reference_number
product.remoteId	item_id
quantity	quantity

Optiply	Zoho Books
productId	line_items.item_id
quantity	line_items.quantity
subtotalValue	line_items.rate * line_items.quantity
sellorder_id	salesorder_id

Optiply	Zoho Books
productId	line_items.item_id
quantity	line_items.quantity
subtotalValue	line_items.quantity * line_items.rate * exchange_rate
buyOrderId	purchaseorder_id