Integrate Zoho ERP with XpressBees
XpressBees is a logistics and shipping service provider that enables businesses to manage order deliveries efficiently across India. When you integrate Zoho ERP with XpressBees, you can create shipments, generate shipping labels, and track deliveries directly from your Zoho ERP organisation.
Benefits of the Integration
- Create and manage shipments directly from Zoho ERP
- Generate shipping labels and track shipment status in real time
- Automate order fulfillment and reduce manual shipping efforts
Prerequisites
- An active XpressBees account
- API credentials provided by XpressBees (such as Client ID and API Key)
- Pickup and delivery addresses configured in XpressBees
Connect with XpressBees
To set up the 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 Connect near XpressBees
- In the pop-up, enter the API credentials provided by your XpressBees account
- Click Connect with XpressBees
XpressBees is now integrated with your Zoho ERP organisation. You can manage shipping preferences and view carrier-related configurations by clicking Configure below the integration.
Enable Live Shipping Rates
Enabling Live Shipping Rates allows customers to view precise 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 UPS, click Enable Live Shipping Rates.
- Click Enable in the pop-up to confirm.
Configure Live Shipping Rates
Live shipping rates are calculated by UPS. You can markup or markdown the rate and collect the applied charges from 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 UPS, click Configure Live Shipping Rates.
- Enter values for the following Key Parameters:
| Key Parameter | Description |
|---|---|
| Minimum Rate | The lowest shipping cost that must be applied to an order. |
| Maximum Rate | The highest shipping cost that can be charged for an order. |
| Adjust Rate | The rate by which the live shipping rate will be adjusted (marked up or marked down). The adjustment can be applied either as a percentage or a flat rate. |
| Round Off To | The specific amount to which the shipping cost will be rounded off. |
| Maximum Weight per Package | The maximum weight allowed for a single package using this shipping carrier. |
- 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 XpressBees Shipment
To create a shipment using XpressBees:
- Log in to your Zoho ERP organisation
- Go to the Sales module from the left sidebar
- Open the Sales Orders tab and select the order you want to ship
- On the order details page, click Ship and select Ship via Carrier
- Choose XpressBees as the shipping carrier
- Verify the Dispatch Address and Destination Address
- Click Save & Continue
- Select the Parcel Type, enter Package Dimensions, and choose the Shipment Mode
- Click Calculate Rates to view shipping charges
- Click Create Shipment
The shipment will be created, and you can generate or download the shipping label from the shipment details page.
Track Shipments
Once the shipment is created, Zoho ERP fetches tracking updates from XpressBees automatically. You can:
- View real-time shipment status from the shipment details page
- Track delivery progress using the tracking ID provided by XpressBees
Delete the Integration
If you no longer want to use XpressBees as your shipping carrier:
- 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 XpressBees
- Click OK in the confirmation pop-up
The XpressBees integration will be disconnected from your Zoho ERP organisation.