Zoho Shopify Integration: 4 Easy Steps

on CRMs, Data Integration, e-commerce, Marketing, Shopify, Tutorials, Zoho • October 12th, 2021 • Write for Hevo

Today, the digital shopping scenario is gaining popularity, and businesses are drawn towards tools and platforms that can simplify their E-Commerce quest. Shopify is one such tool, that allows its users to set up and run online stores easily. Another well-known tool is Zoho, which is a Customer Relationship Management (CRM) software that can assist you in managing your Leads. Due to the popularity of these 2 tools, businesses are now looking to use a Zoho Shopify Integration, to enhance their Sales growth. This combination will enable them to use the Lead-related information from Zoho to connect with more customers for their Shopify-based online store.

This article will introduce you to Zoho and Shopify platforms and will explain their key features. It will also discuss a step-by-step method using which you can easily set up your Zoho Shopify Integration. Furthermore, it will also explain the process of creating a mapping between these 2 platforms. Read along to understand the Zoho Salesforce Integration in more detail!

Table of Contents

Prerequisites

To set up the Zoho Shopify Integration, you must have:

  • A Zoho account.
  • A Shopify account.
  • Working knowledge of Zoho and Shopify.

Introduction to Zoho

Zoho Shopify Integration: Zoho Image
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Zoho is an innovative, unique, and powerful software suite to rebuild the ways to work. Zoho is a Software as a Source (SaaS) company that offers a wide variety of online soft wares including word processors, spreadsheets, wikis, and CRM applications. 

Zoho is one of the revolutionary tools that are transforming the work ways. Zoho is equipping its users with all the necessary tools and applications that are needed for the smooth running and growth of their businesses.

Key Features of Zoho

Following is the list of the key features that Zoho is offering for its users:

  • Strong Relationships with Customers: Zoho through its CRM is engaging and interacting with its millions of users globally with excellent customer dealing services and earning a higher customer retention rate.
  • Increased Lead Generation: Along with the maintenance of excellent customer relationship services Zoho CRM is also closing an increasing number of leads and close the sales deals faster.
  • Develop Enhanced Workspaces: With one of the amazing tools named Workplace, Zoho is revolutionizing the concept of a workspace by unifying and centralizing your team’s workspace, simplifying the storage processes, and streamlining all your team’s communication.
  • Great Customer Support: Zoho’s Desk is one of the most trusted and popular customer support applications with millions of users globally. It helps to improve the productivity of agents, improve customer satisfaction levels and most importantly build loyalty.
  • Remote Software Support: Assist is another assistance application by Zoho to provide instant remote software support by offering web-based on-demand remote sessions.
  • Accurate & Productive Analysis: An accurate analysis plays a vital role in a company’s growth, for this Zoho Analytics is here to help you by providing the Analytics application that will generate custom reports and dashboards from your company’s dataset.

To learn more about Zoho, visit here.

Introduction to Shopify

Shopify is an online space where you can set your business within no time. Shopify gives you the freedom to set up your dream business in the way you want. From branding your business, to deciding its theme and providing you with all the sale strategies Shopify will help you in every way to turn your dreams into reality.

Zoho Shopify Integration: Shopify Dashboard
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It is an e-commerce platform that provides the facility to build up online businesses and stores. Along with online sales, Shopify also supports sales at physical locations through its Point-of-Sale hardware, POS application, and other supporting hardware. It also helps you to manage your stock and inventory. 

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Shopify is also here to help you to customize your already built store and through its APIs. It gives you all the freedom to make your store look and work in a way you like. 

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And if you are in too hurry to start your business that you don’t have time to build up or customize your store even then Shopify is here to help you by providing you with an option of “buy a Shopify store”.

Zoho Shopify Integration: Shopify Exchange
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Key Features of Shopify

Shopify is an amazingly low-cost, subscription-based startup platform that helps newcomers and entrepreneurs to build their online stores on low budgets and limited resources. 

Zoho Shopify Integration: Shopify Features Logo
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Following is the list of key features of Shopify:

  • Cloud-based Web-hosting: It also provides Cloud-based hosting for its stores and provides user-friendly Customer Management Systems to help its users to manage the website easily. 
  • User-Friendly Interfaces: The easy-to-use Shopify interfaces and minimal start-up cost and minimal setup time is making it popular all around the world.
  • Easy to Set-up: Shopify provides its users with a fully customizable website along with an online store and a blog to make their business set up as convenient as possible.
  • Top-notch Support: Shopify offers unlimited bandwidth, along with product inventory and customer data management for its stores.
  • Sales Generation: Shopify sells its store products on all growing channels including Pinterest and Amazon.
  • Payment Gateway Support: Shopify supports all popular payment gateways including PayPal, Amazon Pay, Apple Pay, and Google Pay.
  • Rapid Order Fulfillment: Shopify automates your order fulfillment with a third-party shipping application saving your time and effort.
  • Amazing Customer Service: Shopify provides excellent 24/7 customer service, hence increasing the retention rate of consumers for your store.

To learn more about Shopify, visit here.

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Steps to Set Up the Zoho Shopify Integration

Connecting your Shopify account with Zoho using the Zoho Flow option will make your Zoho Shopify Integration smooth and easy. To connect your Shopify store with Zoho flow you have to follow the following steps:

Step 1: Build New Zoho Shopify Connection

Log into your Shopify account and go to App Trigger. Select the required trigger. If you select a trigger, click Next. If you don’t have any Shopify connections previously in your account, click Connect. Otherwise, click New connection as shown in the below image.

Zoho Shopify Integration: New Connection Button
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Step 2: Authorize the Zoho Shopify Connection

After Creating a connection enter a “Connection Name” and after that your “Shop Name” as shown in the below image. Instead of entering you can copy the value of {shop_name} in your Shopify URL like this: https://{shop_name}.myshopify.com/admin. After naming your shop, click Authorize.

Zoho Shopify Integration: Shop Name Settings
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After authorization, you will be asked to install Zoho Flow to create your first connection. In the pop-up that appears, click on Install Unlisted App, this will authorize Zoho to access your Shopify account.

Step 3: Connect Shopify with Zoho Inventory

After building the Zoho Shopify connection, connect Shopify with Zoho Inventory. To do this, go to integration modules in the sidebar in the Zoho app. Open Shopping Cart and Navigate to and select Shopify.

Zoho Shopify Integration: Set Up Button
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Enter the Setup Now button present on the bottom of your page as shown in the above image. You have to now provide a suitable name for the online store.

Zoho Shopify Integration: URL Creation
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After setting the name of your store, click Connect to connect your Shopify store with Zoho inventory as shown in the above image. This will be followed by a rapid evaluation of your information and if the credentials will be found in order, your Shopify Zoho Integration will be complete.

Step 4: Configure the Zoho Shopify Integration

After the successful Zoho Shopify Integration, you will be sent to the configuration page. This allows you to view and modify the integration settings according to your needs as shown in th below image.

Zoho Shopify Integration: Configuration
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Till now we have seen how can we connect our Shopify store with Zoho inventory. Now we will take a step forward and will discuss how we can connect multiple Shopify Stores with a single Zoho inventory account.

Step 5 (Optional): Connect Multiple Shopify Store with Zoho

You can connect multiple Shopify Store with a Zoho inventory store by repeating the following steps for each Shopify Store:

  • Log in to your Zoho inventory application. Go to Integration Modules in the sidebar of the application. Go to Shopping Carts and Navigate to the Add Store button and select it. This is shown in the below image.
Zoho Shopify Integration: Add Store Option
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  • After adding, give your store a unique and attractive name and click on Connect. To complete the connection you must enter the login information of your store as shown in the below image.
Zoho Shopify Integration: Shoppig Cart
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Implementing the Zoho Shopify Mapping

Shopify locations are like Data Warehouse stores in Zoho. You can map these Shopify locations on Zoho Data Warehouses to keep track of stock updates and orders at the Data Warehouse level. Once the Zoho Shopify Integration is in place, you can map your Shopify location on Zoho Data Warehouses by following the below-mentioned steps:

  • Step 1: Log in to Zoho Inventory. Go to Settings; navigate to Integrations and then Shipping Cart. Choose a store that you want to explore and click on the Show Details button present near it. If your store has already integrated before adding the location update, you have to re-authenticate the integration to allow Zoho inventory to access your Shopify store location. In the case where, your store’s integration was recent, select the Enable button present next to Location as shown in the below image.
Zoho Shopify Integration: Enable Location Option
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  • Step 2: Now, select Fetch Shopify Locations. This will allow you to choose the Shopify Locations manually. Now Click Save to save your Shopify mappings. You can also access the list of Shopify locations that are mapped to the Data Warehouses in Warehouses page on Zoho, once the previous step is complete. This is shown in the below image.
Zoho Shopify Integration: Enable Data Warehouse
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Disabling the Zoho Shopify Integration for Certain Locations

Shopify Integration can be disabled by disabling the Shopify locations mapped on the Zoho Data Warehouses. To disable Shopify integration you need to follow the below-mentioned steps:

  • Sign in to the Zoho Inventory. Find the Settings option in which you need to select Integrations. In Integrations, click on Shopping Cart.
  • Now, select the Show Details button present adjacent to the store that you want to restrict from accessing particular locations. Open Locations, go to Configure, and select the Disable Locations option as shown in the below image.
Zoho Shopify Integration: Locations Disable
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Conclusion

This article introduced the Shopify and Zoho platforms along with their important features. Moreover, it explained the steps required to set up the Zoho Shopify Integration. The article also explained the process of mapping Zoho to Shopify and disintegrating these 2 tools.

Integrating your Shopify store with Zoho can greatly help you manage your inventory, locate your stores and Shopify locations on the right Data Warehouses, improve your productivity, enhance your customer relationship management, and smooth record keeping. This integration can help the newly established businesses to grow and flourish well.

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You may want to go one step further and perform an analysis of the Shopify data. This will require you to transfer data from the Shopify account to a Data Warehouse using various complex ETL processes. Hevo Data will automate your data transfer process, hence allowing you to focus on other aspects of your business like Analytics, Customer Management, etc. This platform allows you to transfer data from 100+ multiple sources like Shopify and Zoho to Cloud-based Data Warehouses like Snowflake, Google BigQuery, Amazon Redshift, etc. It will provide you with a hassle-free experience and make your work life much easier.

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Share your understanding of the Zoho Shopify Integration in the comments below!

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