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Zoho Books- Set up and connection

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

Written by Marc de Graaf
Updated over a week ago

🔗 Zoho: Setup & Connection Guide

Welcome to the integration guide for connecting Optiply with Zoho Books or 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:

Adding a Source

Access Settings Log into your Optiply account, select Settings, go to Data Management, select Integrations and click on Add a source.

Step 2:

Select Zoho Books from the list, then click Next to proceed.

Step 3:

Configuring the Connection and Filtering Options

  • Enter your Organisation ID to ensure data is pulled from the correct organisation.

  • Decide if you want to "Pull all sales orders" by toggling the option. When enabled, it includes draft and open orders; if disabled, only completed and closed orders are pulled.

  • To exclude sales orders based on Salesperson ID, enter the ID(s), separating multiple IDs with commas without spaces.

  • For pulling data from specific warehouses, input the Warehouse ID(s) in the same manner.

Step 4: Authorising Optiply

  • Click "Connect" to initiate the authorisation process.

  • A Zoho pop-up will request permission for Optiply to access data from Zoho.

  • Accept to authorise and establish the connection.

Step 6: Finalising the Connection

  • Once the connection is successful, all pop-ups will close.

  • A synchronisation job will be automatically triggered, indicating the connection is active.

🛑 Phase 2: Disconnecting Zoho from Optiply

Disconnecting Zoho from Optiply

If you ever need to disconnect your Zoho 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 data.

  1. Navigate to Settings in your Optiply account (via the user icon in the top right corner).

  2. Click on the Integrations tab.

  3. Locate your connected Zoho Books or 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.

After successfully integrating or disconnecting Zoho Books or Zoho Inventory with Optiply, always ensure to verify the status of the integration under the "Jobs" tab. For any further adjustments or to re-establish a connection, simply repeat the relevant sections of this guide. Your feedback on this process is valuable; please share any insights or issues you encounter to help us improve these instructions.

❓ Frequently Asked Questions (FAQs)

How do I know if my connection is actually working?

After successfully integrating (or disconnecting) Zoho, you can always verify the status of the integration by navigating to the Jobs tab within your Zoho 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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