Zoho Overview

Overview

WP Fusion’s Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as Deals to your Zoho account account, for sales made in:

  • WooCommerce
  • Easy Digital Downloads
  • Event Espresso
  • LifterLMS
  • MemberPress
  • Give
  • and Restrict Content Pro

Getting Started

Once you install the addon, Deals will automatically be added to Zoho when someone makes a purchase on your site. The default stage for new deals is Closed (Won), but you can change this via the Addons tab in the WP Fusion settings.

If you’ve just added a new stage, click Resynchronize on the Setup tab to load the latest options into the dropdown.

Because Zoho requires all deals to have a corresponding Account, you will also need to select an account from the Addons tab before deals can be created.

How it Works

When a customer checks out on your site, WP Fusion will create a new deal in Zoho with the order label, date, and order total. This sale data will be associated with the contact record who made the purchase.

How it Looks

WooCommerce orders shown in the Deals list in Zoho
The deal is created with the total order value and associated with the contact who made the purchase
The order details are added to the deal description field

Products

If you have access to products in Zoho CRM, you’ll have the option to associate your WooCommerce products with existing Zoho products.

To refresh the available options in the product dropdowns, click the Refresh Available Tags and Fields button from the main WP Fusion settings page.

If you do not select a product, a new one will be created automatically in Zoho the first time a customer checks out with that product.

Each time a customer purchases the product, it will be associated with the new deal in Zoho.

Video – Enhanced Ecommerce – Zoho

With WooCommerce

If you’re using WooCommerce you can also associate each WooCommerce order status with a deal stage in Zoho. This setting appears under the Addons tab in the WP Fusion settings.

When the order status is updated in WooCommerce, the deal stage will be updated in Zoho.

Note: By default, running a WooCommerce Orders (Ecommerce addon) export operation from the Advanced settings tab will only export “paid” orders (Processing or Completed). However, if you have enabled additional order statuses for sync to a Zoho pipeline, then running the export will process those additional statuses as well.

This can be used to export refunded or cancelled orders to Zoho in addition to the paid orders.

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