前言介紹
- 這款 WordPress 外掛「Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin」是 2018-11-11 上架。
- 目前有 2000 個安裝啟用數。
- 上一次更新是 2025-04-24，距離現在已有 10 天。
- 外掛最低要求 WordPress 4.7 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 5.3 以上。
- 有 83 人給過評分。
- 論壇上目前有 1 個提問，問題解答率 0%
外掛協作開發者
外掛標籤
Zoho | zoho books | Zoho Invoice | zoho inventory | woocommerce zoho |
內容簡介
可以透過此WordPress外掛輕鬆地在WooCommerce中建立Zoho（CRM、Books、Inventory、Invoice）中的潛在客戶、聯絡人、帳戶、交易或任何物件。免費版本支援在Zoho Books、Zoho Inventory和Zoho Invoice中的聯絡人，其它功能須使用高級版。詳細資訊請參閱crmperks.com。
Woocommerce Zoho連接器設定
前往 WooCommerce->設定->Zoho頁籤，然後新增新帳戶。
前往 WooCommerce->Zoho Feeds 頁籤，然後建立新的提要。
將所需的Zoho欄位對應到WooCommerce訂單欄位。
將您的測試項目傳送到Zoho（CRM、Books、Inventory、Invoice）中。
前往 WooCommerce->Zoho Logs 確認是否已將項目傳送到Zoho（CRM、Books、Inventory、Invoice）中。
查看截圖以建立聯絡人 / 帳戶並分配給SalesOrder 。將聯絡人分配給SalesOrder僅在專業版中提供。
連接Zoho帳戶
通過簡單的oauth 2.0驗證將Zoho（CRM、Books、Inventory、Invoice）帳戶連接到WooCommerce商店。您還可以連接多個Zoho帳戶。
字段映射
只需選擇Zoho（CRM、Books、Inventory、Invoice）對象，然後將WooCommerce訂單欄位映射到Zoho對象（聯繫人、帳戶、銷售機會、交易、自定義模塊等）字段即可。
導出事件
選擇在何時將WooCommerce訂單數據傳送到Zoho（CRM、Books、Inventory、Invoice）。例如，在訂單完成時將WooCommerce訂單傳送到Zoho中。
主鍵
您可以通過設置主鍵欄位來更新舊對象（聯繫人、帳戶、銷售機會、交易、自定義模塊等），而不是在zoho（CRM、Books、Inventory、Invoice）中創建新對象。
錯誤報告
如果在傳送數據到Zoho時出現錯誤，系統將向您指定的電子郵件地址發送包含錯誤詳細信息的電子郵件。
Zoho(CRM、Books、Inventory、Invoice)日誌
此外掛會對每一個WooCommerce訂單進行詳細的日誌記錄，無論是否已將其傳送至Zoho（CRM、Books、Inventory、Invoice），都可輕鬆地重新傳送訂單到Zoho（CRM、Books、Inventory、Invoice）中。
將歷史訂單/客戶傳送至Zoho
只需單擊即可輕鬆地將所有舊的WooCommerce訂單和客戶導出到zoho中。此功能僅在專業版中提供。
完全同步
所有WooCommerce訂單/客戶/產品均已完全與Zoho同步。如果您更新/刪除/還原一個訂單，該訂單將在Zoho（CRM、Books、Inventory、Invoice）中更新/刪除/還原。
篩選訂單
預設情況下，所有WooCommerce訂單都會傳送到Zoho中，但您可以應用篩選器及設定規則以限制發送到Zoho中的訂單。例如只傳送來自特定城市的訂單。
以備註形式發送數據
以備註的形式將WooCommerce訂單字段數據發送為Zoho備註中的一個對象（聯繫人、帳戶、銷售機會、交易、自定義模塊等）。
將聯絡人分配到訂單
一個提要所創建/更新的模塊（聯繫人、帳戶、銷售機會、交易、自定義模塊等）可以分配給另一個提要所創建/更新的模塊。
專業版
以下功能僅在專業版中提供。WooCommerce Zoho整合
將WooCommerce訂單項目新增至Zoho中。
所有Zoho模組
原文外掛簡介
Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com.
Woocommerce Zoho Connector Setup
Go to WooCommerce -> Settings -> Zoho tab then add new account.
Go to WooCommerce -> Zoho Feeds tab then create new feed.
Map required Zoho fields to WooCommerce Order fields.
Send your test entry to Zoho(CRM, Books, Inventory, Invoice).
Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice).
View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only.
Connect Zoho Account
Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts.
Fields Mapping
Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.
Export Event
Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion.
Primary Key
Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field.
Error Reporting
If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address.
Zoho(CRM, Books, Inventory, Invoice) Logs
Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice).
Send Historical Orders/Customers to Zoho
Easily export all old woocommerce orders and Customers to zoho in just one click. This feature is available in pro version only.
Full Synchronization
All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice).
Filter orders
By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho.
Send Data As Notes
Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice).
Assign Contact to Order
A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed.
Premium Version.
Following features are available in Premium version only.WooCommerce Zoho Integration
Add WooCommerce Order Items to Zoho.
All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc.
Zoho Custom fields.
Zoho Phone Number fields.
Select Zoho Object Layout.
Add a lead to campaign in Zoho CRM.
Assign owner to any object(Contact, lead , account etc) in Zoho CRM.
Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object.
Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
Lookup lead’s email and phone number using popular email and phone lookup services.
Premium Addons
We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons
Need Zoho Plugin for Gravity Forms and Contact form 7 ?
We have Zoho add-on for Gravity Forms. Gravity Forms Zoho
We have Zoho add-on for Contact Form 7. Contact Form 7 Zoho
Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
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 for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin」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 | 1.0.3 | 1.0.8 | 1.0.9 | 1.1.0 | 1.1.1 | 1.1.2 | 1.1.3 | 1.1.4 | 1.1.5 | 1.1.7 | 1.1.8 | 1.1.9 | 1.2.0 | 1.2.1 | 1.2.4 | 1.4.3 | 1.4.4 | 1.4.7 | 1.4.8 | 1.4.9 | 1.5.0 | 1.5.1 | 1.5.2 | 1.5.3 | 1.5.4 | trunk |
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