Zoho

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Icon.Zoho.png The Zoho module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with the Zoho CRM. This plugin requires the Zoho Professional subscription or higher.

Zoho.png

The documentation on this page is for the most recent version of the Small.Zoho.png Zoho plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Zoho.png Zoho plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Zoho.png Zoho module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the Zoho-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

Complete the steps below to prepare the Zoho website for integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.Zoho.png Zoho module.

  1. Open the Small.Zoho.png Zoho module and click the Store Settings tab.
    Zoho Store Settings.png
  2. Click the Connect Button.png Connect button and sign into Zoho.
    Zoho Login.png

The Clear Login Credentials checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. If this option is used to change an existing connection to a completely different Zoho account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing links.

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.Zoho.png Zoho options or notes are included at the bottom of each section.

Store Settings

Zoho Store Settings.png
  1. If applicable, copy any needed setup information from the Zoho website.
  2. Click the Store Settings tab of the Small.Zoho.png Zoho module.
  3. Enter a name in the Store Name field and any other required information.
  4. Click the Connect Button.png button and verify that the connection to the Zoho website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Zoho settings.
  6. Click the New Button.png New button at the top of the module to configure another Zoho store.

Order Import

Zoho Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Order

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module

  • Salesperson - Sales orders will be created using this salesperson.
  • Location Group - Sales orders will be created using this location group.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Discount Item - Discount item for the order discount amount from Zoho. Can only specify a flat rate discount. The flat rate discount can be set to $0 in the Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Zoho.
  • Use Zoho order number as Fishbowl SO number - When selected, sales orders will be created using the Zoho order number as the Fishbowl sales order number.
  • Assign Zoho order number to Customer PO field - When selected, the Zoho order number will be displayed in the Sales Order Customer PO field.
Small.Zoho.png Additional Zoho information
  • Zoho Order Type - Select Quote, Sales Order, or Invoice. Changing the Zoho Order Type field will clear the Order Status Mapping.
  • Combine line item discounts into flat rate order discount - When selected, line item discounts will be combined with order discounts for a single flat rate discount.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign Zoho order statuses to Fishbowl order statuses. The Order Import task will only import orders from Zoho that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Customer

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as Zoho Customer.
  • Use the Zoho Billing Address - Use the billing address from the Zoho order instead of the address for the default customer.
  • Use the Zoho Shipping Address - Use the shipping address from the Zoho order instead of the address for the default customer.
  • Use the Zoho Customer and Addresses - This option will import the addresses and customer from the Zoho order instead of using a generic customer.
  • Name - Select the Zoho field that contains the customer name that should be imported into Fishbowl.
  • Contact - Select the Zoho field that contains the customer contact that should be imported into Fishbowl.
  • Phone - Select the Zoho field that contains the phone number that should be imported into Fishbowl.
  • Email - Select the Zoho field that contains the email address that should be imported into Fishbowl.

Carrier Mapping

Cart Carrier Mapping.png
  • Use same carrier and carrier service for all orders - When selected, all orders imported from Zoho will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Zoho. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.

Taxes

Cart Taxes.png
  • Flat Rate Tax Item - When selected, the tax amount from the Zoho order will appear on the Fishbowl sales order as a flat rate line item. The flat rate amount can be set to $0 in the Small.Tax Rate.png Tax Rate module and then the correct total tax amount will be set when the order is imported from Zoho.

Order Export

Zoho Order Export.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Small.Zoho.png Additional Zoho information

Fishbowl will search Zoho for the first account name that matches the Fishbowl customer name. If no match is found, an account is created in Zoho. Changing the Zoho Order Type field will clear the status mapping table. A Fishbowl order must meet the following criteria before it is exported to Zoho:
  1. The order did not originate from Zoho through the Order Import.
  2. The order has a status that is mapped to a Zoho status through the Order Export mapping table.

Order Fulfillment

Zoho Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • This export creates a note on the Zoho order object containing the carrier, service, and tracking numbers of fulfilled sales orders.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Select ONE of the following options:

  1. My products already exist in Fishbowl and Zoho. They need to be linked together. - Select the fields that match between Zoho products and Fishbowl products.
  2. My products only exist in my Zoho store. They need to be imported into Fishbowl. - Map the fields that should be imported from Zoho into Fishbowl. If the weight or size UOM isn't set in Zoho, the default UOMs listed here will be used.

Product Export

Cart Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Select ANY of the following options:

  1. Create products in Zoho- Map the fields that should be imported from Zoho to Fishbowl. If the weight or size UOM isn't set in Zoho, the default UOMs listed here will be used. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export All Products option will ignore the last sync date and attempt to push all of the Fishbowl products to Zoho. The product tree filter will still apply.
  2. Update linked products in Zoho - This section has the same options as the Create products in Zoho section above. After the initial product export, only the selected fields will be updated.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Zoho on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Location Group - When selected, the Available For Sale inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.
  • Product Tree Filter - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the export.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Zoho.png Zoho button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.Zoho.png Zoho module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the Zoho.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Zoho versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

2018.12.02 – 12-20-2018 - Fishbowl 2018.12
  • Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
  • Added option to add a custom prefix to the shopping cart order number on order import
  • Fixed bug where the wrong inventory quantity was synced in the following scenario:
  • When not using a location group (LG) filter and multiple LG's exist in the FB database and
  • When one of the LG's has more inventory allocated than inventory available for all LG's combined
2018.10.06 – 11/12/2018
  • Fixed bug on order export to allow credit return items to also push up to Zoho. Note only Sale, Credit Return, and Kit items from FB Sales Orders will push up to Zoho on the order export task.
  • Fixed bug on order export to send the tax rate to Zoho. Note - flat rate taxes and order discounts do not export to Zoho. Line item discounts do export.
  • Improved API rate limiting functionality when pushing data to Zoho
  • Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
2018.9 – 9/26/2018
  • Initial release