Integrate Zoho ERP With Envia

Envia is a multi-carrier shipping platform for e-commerce businesses. With access to over 100 integrated shipping carriers, the Zoho ERP integration with Envia enables real-time shipment tracking, while automated updates help keep customers informed throughout the delivery process.

Benefits of the Integration

  • Connect with logistics partners such as Blue Dart, Envia, FedEx, Ekart, and more.
  • Display accurate delivery charges at checkout by fetching live shipping rates.
  • Generate shipping labels automatically for each order, reducing manual effort and minimizing errors.

Generate Your Envia API Key

Prerequisites: You must have an active Envia account.

  • Log in to Envia.
  • Navigate to API Keys in the Developers module.
  • Click Add.
  • Copy the generated API key.

You’ll need this API key to authenticate and complete the integration setup in Zoho ERP.

Set Up the Integration

To set up the Envia integration:

  • Log in to your Zoho ERP organisation.
  • Click Settings in the top right corner and scroll down to Extension & Developer Data.
  • Under Integration & Marketplace, select Shipping.
  • Under Envia, click Set Up Now.
  • Enter the API key generated from your Envia account.
  • Click Save to complete the setup.

Once saved, your Zoho ERP organisation will be successfully integrated with your Envia account.

Enable Live Shipping Rates

You can enable live shipping rates so customers can view accurate delivery charges during checkout.

To enable live shipping rates:

  • Log in to your Zoho ERP organisation.
  • Click Settings in the top right corner and scroll down to Extension & Developer Data.
  • Under Integration & Marketplace, select Shipping.
  • Under Envia, click Enable Live Shipping Rates.
  • Click Enable in the pop-up to confirm.

Configure Live Shipping Rates

Live shipping rates are calculated by the shipping carriers linked to your Envia account. You can mark up or mark down these rates before charging customers.

To configure live shipping rates:

  • Log in to your Zoho ERP organisation.
  • Click Settings in the top right corner and scroll down to Extension & Developer Data.
  • Under Integration & Marketplace, select Shipping.
  • Under Envia, click Configure Live Shipping Rates.
  • Enter values for the following fields:
Key ParameterDescription
Minimum RateThe lowest shipping cost that can be applied to an order.
Maximum RateThe highest shipping cost that can be applied to an order.
Adjust RateThe amount by which the live shipping rate is adjusted. This can be a percentage or a flat rate.
Round Off ToThe value to which the shipping cost is rounded off.
Maximum Weight per PackageThe maximum allowed weight for a single package using USPS.
  • Click Save to apply the configuration.

Scenario: Patricia owns an online kitchen equipment store and has integrated her Zoho ERP organisation with a shipping carrier. She sets a minimum shipping rate of ₹100, a maximum shipping rate of ₹300, includes a ₹10 markup for packaging, enables rounding to the nearest whole number, and adds a 20 kg package weight limit. 

A customer places an order weighing 18 kg. The live shipping rate is ₹210.02. After applying the ₹10 adjustment, the rate becomes ₹220.02 and is rounded to ₹220. Since the rate falls within the configured limits and the package weight is under 20 kg, the shipping charge is applied successfully.

Create an Envia Shipment

To create an Envia shipment:

  • Log in to your Zoho ERP organisation.
  • Go to the Sales module from the left sidebar.
  • Select the Sales Orders tab and open the order you want to ship.
  • On the order details page, click the Ship dropdown and select Ship via Carrier.
  • Choose Envia as the shipping carrier.
  • Verify the Dispatch Address and Destination Address.
  • Click Save & Continue.
  • Select the Parcel Type, enter the Package Dimensions, and choose the Shipment Mode under Service Tracking Preferences.
  • Click Calculate Rates to view shipping charges.
  • Click Create Shipment.

You can generate and download the shipping label immediately or later from the shipment details page.

Note: Shipment status is automatically updated every 12 hours. You can also manually fetch the latest update by clicking Check Status.

Edit the Integration

You can edit the integration if you want to connect Zoho ERP to a different Envia account or update your API key.

To edit the Envia integration:

  • Log in to your Zoho ERP organisation.
  • Click Settings in the top right corner and scroll down to Extension & Developer Data.
  • Under Integration & Marketplace, select Shipping.
  • Click Edit under Envia.
  • Update the required details.
  • Click Save to apply the changes.

Delete the Integration

You can delete the integration if you no longer wish to use Envia as your shipping carrier.

To delete the Envia integration:

  • Log in to your Zoho ERP organisation.
  • Click Settings in the top right corner and scroll down to Extension & Developer Data.
  • Under Integration & Marketplace, select Shipping.
  • Click Delete under Envia.
  • Click Ok in the pop-up to confirm.