Integrate Zoho ERP With Shiprocket
Shiprocket is a leading logistics and shipping platform in India that helps businesses streamline order fulfillment. By integrating Shiprocket with Zoho ERP, you can access a wide network of shipping carriers, track shipments in real time, and manage logistics efficiently from a single platform.
Benefits of the Integration
- Connect with logistics partners such as Blue Dart, Delhivery, 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.
Set Up the Integration
To set up the Shiprocket 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 Shiprocket, click Set Up Now.
- In the pop-up that appears, choose one of the following options:
| Option | Description |
|---|---|
| Create New Account | Sign up for a new Shiprocket account if you don’t already have one. |
| Create New API User | Create a new API user in your existing Shiprocket account for integration. |
| Connect Existing Account | Enter your registered email and password to link your Shiprocket account with Zoho ERP. |
After completing these steps, your Shiprocket account will be successfully integrated with your Zoho ERP organisation.
Enable Live Shipping Rates
Enabling live shipping rates allows customers to view precise delivery charges during checkout. Here’s how:
- 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 Shiprocket, click Enable Live Shipping Rates.
- Click Enable in the pop-up to confirm.
Note: Enabling live shipping rates for one shipping carrier will automatically disable them for all others.
Insight: A shipping carrier is a company or service that physically transports packages from one location to another.
Configure Live Shipping Rates
Live shipping rates are calculated by Shiprocket. You can adjust 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 Shiprocket, click Configure Live Shipping Rates.
- Enter values for the following fields:
| Key Parameter | Description |
|---|---|
| Minimum Rate | The lowest shipping cost that can be applied to an order. |
| Maximum Rate | The highest shipping cost that can be applied to an order. |
| Adjust Rate | The amount by which the live shipping rate is adjusted. This can be a percentage or a flat rate. |
| Round Off To | The value to which the shipping cost is rounded off. |
| Maximum Weight per Package | The 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 a Shiprocket Shipment
Note: Only addresses configured in Shiprocket will be available here. To use a new address, add it directly in Shiprocket first.
To create a Shiprocket 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 Shiprocket 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 Payment Method 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.
Edit the Integration
You can edit the integration to update credentials or switch to a different Shiprocket account. To do so:
- 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 Shiprocket.
- Click Connect and 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 Shiprocket as your shipping carrier. To do so:
- 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 Shiprocket.
- Click Ok in the pop-up to confirm.