
前言介紹
- 這款 WordPress 外掛「Integration of WooCommerce and Zoho Inventory」是 2020-12-22 上架。
- 目前有 20 個安裝啟用數。
- 上一次更新是 2024-10-27,距離現在已有 487 天。超過一年沒更新,安裝要確認版本是否可用。以及後續維護問題!
- 外掛最低要求 WordPress 4.9.0 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 5.6 以上。
- 有 3 人給過評分。
- 還沒有人在論壇上發問,可能目前使用數不多,還沒有什麼大問題。
外掛協作開發者
外掛標籤
woocommerce | WordPress integration | WooCommerce Integration | woocommerce zoho inventory | zoho inventory integration |
內容簡介
請至外掛的網站了解更多資訊。
這款進階的整合外掛可讓您將 WooCommerce 網站與 Zoho Inventory 連接。當客戶透過 WooCommerce 結帳完成訂單時,數據將會傳送到 Zoho Inventory。它還可在一次點擊中將舊的 WooCommerce 訂單數據匯入到 Zoho Inventory 中,剩餘的工作將會自動根據您的設置進行。
在我們關於 Zoho Inventory 整合 WooCommerce 的逐步指南中查看更多。
如何連接 Zoho Inventory 和 WooCommerce?
安裝並啟用 WooCommerce 和 Zoho Inventory 的整合外掛。
點擊首頁按鈕。
在 Zoho Inventory 設置中輸入整合名稱、資料中心、首頁 URL、授權重定向 URL。
取得客戶端 ID 和秘密金鑰信息,請前往 ZOHO API CONSOLE => 添加用戶端 => 基於服務器應用程式 => 創建新用戶端。註冊所有信息,並取得您的用戶端 ID 和秘密金鑰信息。
授權您的網站。
WooCommerce 和 Zoho Inventory 整合的選擇組織:
要進行字段映射,首先輸入您的 Zoho Inventory 帳戶所屬的“組織名稱”。現在,您可以通過映射您的選擇相關字段,將 WooCommerce 網站的訂單詳細信息與 Zoho Inventory 同步。您只需要對這些字段進行一次映射,之後這個 WordPress 外掛會自動執行。
Zoho Inventory 和 WooCommerce 客戶之間的字段映射:
假設您想要將客戶的名字作為 Zoho Inventory 中的聯繫人名稱。然後在 WooCommerce 結帳欄位中選擇“名字”,在 Zoho Inventory 欄位中選擇“聯繫人名稱”。您可以將多個字段與 Zoho Inventory 字段進行映射,以組織您的客戶信息。
您可以設置“自定義值”,以根據下單訂單發送訂單備註。
默認情況下,Zoho Inventory 的設置不允許為聯繫人使用相同的名字。但是,為了更精確地使用此外掛,您必須在 Zoho Inventory 中打開該設置。
如果您不希望客戶在 Zoho Inventory 中重複,則必須對客戶電子郵件字段進行映射。因此,每次處理訂單時,此 WooCommerce 外掛都會首先檢查是否在 Zoho inventory 中已經存在該電子郵件的客戶;如果存在,則會引用該客戶;否則,該客戶將被視為新的客戶。
WooCommerce 和 Zoho Inventory 客戶銷售訂單之間的字段映射:
當客戶從您的 WooCommerce 網站下訂單時,將自動創建相應的銷售訂單,除了“運費”欄位。自動化的欄位包括:產品和描述、訂單 ID、狀態、價格、折扣和金額。您可以按照需要自定義您的銷售訂單區域,以顯示您的 WooCommerce 客戶銷售訂單在您的 Zoho Inventory 帳戶中。
Zoo Inventory 和 WooCommerce 插件中的操作:
完成狀態:在映射所有所需字段後,選擇必要的操作狀態以完成訂單狀態,然後點擊“保存”按鈕以保存您的設置。
新增倉庫和銷售人員:您可以從這裡選擇庫存倉庫。還可以根據下拉列表中的銷售訂單添加銷售人員。
參考編號:為銷售訂單輸入自定義參考編號,然後點擊“保存”按鈕以保存您的設置。
如何從 WooCommerce 將舊數據匯入到 Zoho Inventory?我們建議您查看 Zoho Inventory 網站上的說明,以獲取更詳細的信息。
原文外掛簡介
Visit plugin’s website
This is an advanced integration plugin to connect your WooCommerce site with Zoho Inventory. When a customer complete an order through WooCommerce checkout the data will be sent to Zoho inventory. It also Import old WooCommerce order data in just one click to Zoho inventory and the rest of the work will be done automatically as per your preference.
Check out our step-by-step tutorial on Zoho Inventory Integration with WooCommerce
How to connect Zoho Inventory and WooCommerce?
Install & activate Integration of WooCommerce and Zoho Inventory plugin.
Click the Home button.
From Zoho Inventory settings enter Integration Name, Data Center, Homepage URL, Authorized Redirect URL.
To get client Id & secret information go to ZOHO API CONSOLE => Add Client=> Server-based application => Create New Client. Register all the information and get your client ID and secret information.
Authorize your site.
Organization select for WooCommerce and Zoho Inventory integration:
For mapping the fields first enter your ‘organization name‘ to which your Zoho Inventory account belongs. Now you can sync order details of your WooCommerce site with Zoho Inventory by mapping the fields regarding your choice. You just have to map those fields only once, after that it will be executed by this WordPress plugin automatically.
Field Mapping Between Zoho Inventory and WooCommerce Customer:
Suppose you want to set your customer’s first name as a contact name in Zoho inventory. Then select ‘First Name‘ in your WooCommerce checkout field & select ‘Contact Name‘ in the Zoho inventory field. You can map multiple fields with Zoho Inventory fields to organize your customer information.
You can set ‘Custom value‘ from where you can send order notes according to the placed order.
By default, Zoho Inventory has settings not to allow the same name for contacts. But to work with this plugin more precisely, you have to turn on that setting from the Zoho Inventory.
If you don’t want your customers to get duplicated in Zoho Inventory, you must map the customer email field. So every time an order has been processed, at first, this WooCommerce plugin will check if the customer with that email already exists in Zoho inventory; if it exists, then it gets referenced to that customer; otherwise, the customer will be considered as a new one.
Field Mapping Between WooCommerce and Zoho Inventory Customer Sales Order:
When customers place an order from your WooCommerce site a corresponding sales order is created automatically expect the ‘Shipping Charge‘ field. The automated fields are Items & Description, Order ID, Status, Rate, Discount & Amount. You can customize your sales order area according to your need that how you want to show your WooCommerce customer’s sales order on your Zoho Inventory account.
Action in Zoo Inventory and WooCommerce Plugin:
Status Complete : After mapping all your required fields select the necessary action Status Complete to the order status complete, and then click on the Save button to save your settings.
Add Warehouse & Salesperson : You can select Inventory warehouse from here. Also can be added salesperson according to the sales order from the dropdown list.
Reference Number : Type the custom reference number for salesorder , and then click on the Save button to save your settings.
How to old import data from WooCommerce to Zoho Inventory?
In this area, you can set the duration, within which date you can import all data to Zoho inventory. For example, you are running a WooCoomerce site since 2019 but you have been using this plugin since 2020. Then if you set Start Date – 1/01/19, End Date – 1/01/2020, Order Status – Confirmed & also set Import Type, after clicking ‘Import Data‘ only mentioned data will be imported to Zoho inventory. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button. You can select multiple order status to import orders.
Integration of Zoho Inventory and WooCommerce data Logs
All logs allow admin to see the newly created record in Zoho Inventory from WordPress.
If user import any old data from your WordPress site, these data will also be displayed in the log.
Users can sort the columns according to their preference.
Users can copy all the API response of Zoho Inventory sales order to clipboard.
Visit plugin’s website
各版本下載點
- 方法一:點下方版本號的連結下載 ZIP 檔案後,登入網站後台左側選單「外掛」的「安裝外掛」,然後選擇上方的「上傳外掛」,把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二:透過「安裝外掛」的畫面右方搜尋功能,搜尋外掛名稱「Integration of WooCommerce and Zoho Inventory」來進行安裝。
(建議使用方法二,確保安裝的版本符合當前運作的 WordPress 環境。
1.0.1 |
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