內容簡介
Zoho Books Integration For WooCommerce 外掛可自動將 WooCommerce 訂單同步至 Zoho Books，省去手動輸入的麻煩，並確保訂單資料的準確性與即時性，提升商務效率。
【主要功能】
• 自動同步 WooCommerce 訂單至 Zoho Books
• 支援多種訂單狀態設定
• 自動生成發票與付款記錄
• 支援多幣別訂單轉換
• 彈性客戶管理與記錄匹配
• 自訂文件編號與規則
外掛標籤
開發者團隊
② 後台搜尋「Zoho Books Integration For WooCommerce」→ 直接安裝（推薦）
原文外掛簡介
Stop copying orders into Zoho Books by hand. Every order your customers place is typed, checked, and re-typed — or it just flows into Zoho Books on its own, seconds after checkout, with the contact, the items, the invoice, and the payment already in place. This plugin makes it the second one.
Zoho Books Integration For WooCommerce connects your store to your own Zoho Books organization over a secure OAuth connection — your Zoho password never touches the site. Set it up once with the built-in wizard, and your WooCommerce checkout becomes a direct feed into Zoho’s sales, invoicing, and accounting — no CSV exports, no double data entry, no missed orders at month-end.
Compatible with every Zoho data centre (.com, .eu, .in, .com.au, .jp, .ca, .sa, .com.cn) · classic and block (Gutenberg) checkout · WooCommerce HPOS · works with your existing Zoho items via SKU matching.
⚡ Sync WooCommerce orders to Zoho Books automatically
Export on checkout — the order is in Zoho Books before your customer sees the thank-you page, and you choose exactly which statuses qualify (Processing for paid orders, On hold for bank transfer / COD…)
Sales order or invoice — your call: create each order as a sales order only, or convert it straight to an invoice, submitted approved or saved as a draft
Your numbering, your rules — keep your own document series for sales orders, invoices and credit notes, or let Zoho number them
Discounts and coupons land per line or at document level — the way your accountant expects; shipping ships as its own (taxable) line
Flexible customer handling: real contact records (created or matched by email), guest checkouts included, or map every order to a single generic contact
Multi-currency orders converted with Zoho’s or WooCommerce’s exchange rate — or skipped, your choice
🧾 Invoices, payments, refunds — created automatically
Zoho invoices created automatically at the order statuses you choose
Payments registered and invoices marked paid — with per-gateway payment-mode and deposit-account mapping, so card money and COD money land in the right books
Refund in WooCommerce → credit note in Zoho Books, linked to its invoice and applied. Done.
Cancel an order → its Zoho documents are voided, not orphaned
Fulfilment recorded as a sales-order note or a delivery challan, tracking details included
🧮 Taxes, handled properly
Send WooCommerce’s own tax totals so both systems agree to the last decimal — a document-level rounding adjustment keeps them in exact step — or let Zoho Books recompute tax instead
One-click auto-mapping of your WooCommerce rates to the matching Zoho taxes, zero-rated lines included
Regional tax fields built in where Zoho requires them — including full India GST support (GSTIN, HSN/SAC, place of supply, CGST+SGST vs IGST resolved automatically)
🔄 Customers and products, in both directions
Push WooCommerce customers to Zoho contacts the moment they register or change — guests included
Pull Zoho contacts into WooCommerce on a schedule, with create and conflict policies you control (WooCommerce wins, Zoho wins, or last write wins)
Product sync both ways with SKU-first matching that never merges two different products, and field-level control over what a push may overwrite
Inventory sync with a single source of truth — WooCommerce → Zoho as stock adjustments, or Zoho → WooCommerce on a schedule as fast as every 15 minutes, into the Zoho warehouse you choose (Zoho Inventory required; the plugin tells you plainly when it isn’t enabled, with the exact steps to turn it on)
🛡 Built for stores that can’t afford sync surprises
Background queue with automatic retries — a slow Zoho server never blocks your checkout
Failures land in a visible retry queue and resolve themselves the moment a retry succeeds — no stale red badges
Human-readable logs: plain-language messages (“Zoho would not accept stock tracking — it needs a Zoho Inventory subscription”), with technical details when you want them
Dashboard with sync status, health, mapped-record counts and recent activity at a glance
A setup wizard that resumes exactly where you left off — even across the OAuth redirect
Change organization safely: the plugin warns you, explains what happens to existing links, and cleans up on your say-so
Manual sync buttons that follow your settings and say exactly which switch to flip when they’re off
Every feature listed above is fully functional in this plugin — there is no license unlock, trialware gate, or disabled code path.
🚀 Ready in minutes
Install and activate the plugin
Follow the wizard: paste your Zoho API client keys, click Save & Connect, pick your organization
Place a test order — watch it appear in Zoho Books
Requirements
WordPress 6.5+ · WooCommerce 8.0 or higher · PHP 8.0+
A Zoho Books organization and a free Zoho API client (Client ID and Secret — the wizard shows you exactly where to create one)
