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Created: 01/17/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/109
The Woocommerce ZohoCRM integration Plugin is an indispensable tool to help you synchronize data instantly between Woocommerce and ZohoCRM. The plugin allows to synchronize register customers in Woocommerce to Lead in ZohoCRM, order in Woocommerce to Account and Contact in ZohoCRM. Admin can define mapping fields between Woocommerce and ZohoCRM
Features
Synchronize register customer of Woocommerce to Lead in ZohoCRM
Synchronize Order of Woocommerce to Account in ZohoCRM
Synchronize Order of Woocommerce to Contact in ZohoCRM
Synchronize Order Products to Products in ZohoCRM
Synchronize Order of Woocommerce to Sale Order in ZohoCRM
Synchronize Order of Woocommerce to Invoice in ZohoCRM
Fields Mapping setting
Report of synchronized data between Woocommerce and ZohoCRM
Synchronize Woocommerce to Zoho CRM manually
Report of synchronized data error between Woocommerce and Zoho CRM and resend
You can access configuration page by clicking Settings of woocommerce, then click ZohoCRM integration tab
1. Zoho CRM User ID Enter your ZohoCRM user id
2. Zoho CRM Password Enter your Zoho CRM Password
3. Manual set Auth Token Check this checkbox if you want to manually enter Auth Token instead get Auth key automatically Do not check this checkbox if you want the plugin get the Auth Token automatically
4. Register User to Lead check this checbox if you allow transmitting registed users in Woocommerce to Lead in Zoho CRM
5. Orders in Woocommerce into Account of Zoho CRM check this checbox if you allow transmitting Orders in Woocommerce into Contact of Zoho CRM
6. Sync Zoho CRM: Select how to synchronize
Woocommerce ZohoCRM Integration plugin allows admin configure fields mapping between Woocommerce and ZohoCRM.
There are 3 tables for setting fields mapping. You can check/un check the enable checkbox to enable/disable the mapping for each fields.
Fields Mapping for Lead of ZohoCRM
There are severals fields allow you configure fields mapping efficiently
The section Fields Mapping for Account of ZohoCRM let you define the mapping fields for Account of ZohoC
Section Contact Mapping Setting let you define the mapping fields for Contact of ZohoCRM
Click on Zoho CRM Integration > Report to access the report page of plugin. You will see a table that list all data transmitted between Woocommerce and Zoho CRM.
Click on Zoho CRM Integration >Sync Zoho CRM to access the report page of plugin. You will see a table that list all data yet transmitted between Woocommerce and Zoho CRM.
Click on Zoho CRM Integration >Sync Errors to access the report page of plugin. You will see a table that list all data errors transmitted between Woocommerce and Zoho CRM.
Once again, thank you so much for purchasing this plugin. As I said at the beginning, I'd be glad to help you if you have any questions relating to this plugin. No guarantees, but I'll do my best to assist. If you have a more general question relating to the plugin on Codecanyon.net, you might consider visiting the forums and asking your question in the “Item Discussion” section.
If you have want the further features that is not supported in current version, do not hesitate to contact us.