Zoho Inventory

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Zoho Inventory - Shopify Integration

Shopify is a professional online storefront that can be set up in a matter of minutes. When you integrate it with Zoho Inventory, you can receive and manage online orders, process payments and update stock.

Things to remember


Set up GST rates in Shopify

Businesses based in India are required to register for GST if their annual turnover exceeds 20 lakhs in most states, and 10 lakhs in the North-Eastern states.

In your Shopify store, you can set the GST rates by going to Settings, then Taxes.

Note: If India is not listed under Tax Regions, you will have to add it first as a shipping zone. To add a shipping zone, go to Settings > Shipping > Shipping profiles > click Create new profile.

  1. The Country/Federal Tax (CGST) rate is initially set to 9%. Based on your state and the type of products you sell, you can set the CGST rate accordingly.
  2. For the state your business is based in, specify the SGST (or UTGST) rate and choose added to % federal tax from the drop-down.
  3. For other states, specify the IGST rate and choose instead of % federal tax from the drop-down.

For example, if your business is based in Tamil Nadu, where 18% GST is applicable:

  1. Set the CGST rate to 9%.
  2. For Tamil Nadu, 9% SGST rate and choose add to 9% federal tax from the drop-down.
  3. For all other states except union territories, enter 18% IGST rate and choose instead of 9% federal tax from the drop-down.
  4. For union territories, enter 9% UTGST rate and choose added to 9% federal tax from the drop-down.
Shopify GST Rates

Warning: Make sure to enter valid tax names. The values accepted are SGST, IGST and UTGST. Orders will fail to sync into Zoho inventory if any other tax name is specified.

Add tax override

To apply a different tax rate to items of varying tax slabs, you can add tax overrides. When you add a tax override, the default tax rate gets discarded and the new rate is applied to the collection.

To add a tax override to the products in Shopify:

  1. Go to Settings > Taxes and click Edit next to India.
  2. Scroll down to Tax overrides and click Add a tax override.
  3. Choose Products and select a collection that needs an override.
  4. Select the location where you want the new rate to apply.
  5. Enter the new rate you want to charge for the products in the collection.
  6. Click Add Override.

To add a tax override to the shipping charges in Shopify,

  1. Go to Settings > Taxes.
  2. Click Edit next to India.
  3. Scroll down to Tax overrides and click Add a tax override.
  4. Choose Shipping and select the location where you want the new rate to apply.
  5. Enter the new rate that you want to apply to the shipping charge.
  6. Click Add Override and click Save.

Whenever a Shopify order is received in Zoho Inventory,


Integrate with Shopify

To integrate your Shopify store with Zoho Inventory:

Shopify setup Store name

You will be navigated to the configuration page where you can view and change the integration settings.

Shopify success

Insight: While setting up this integration, your store name will be sent to Shopify.


Connect Multiple Shopify Stores

You can integrate more than one Shopify store with a single Zoho Inventory account. Doing so allows you to sync items and orders from all your online stores into Zoho Inventory simultaneously.

Insight: You can integrate up to five Shopify stores with a single Zoho Inventory account. However, the number of stores you can integrate is limited to the subscription plan you choose in Zoho Inventory. The Basic plan allows you to integrate one store, up to two stores in the Standard plan and up to five stores in the Professional plan.

When you integrate Shopify with Zoho Inventory for the first time, you will connect one store in the process.

To connect more Shopify stores:

Shopify Multi-store Integration Shopify Multi-store Integration

Insight: At any point after integrating these stores, if you decide to downgrade your subscription plan, then only the number of stores the particular plan supports will be retained and the additional stores will be made inactive. For example, if you have integrated five stores in the Professional plan and you have downgraded your organization to the Standard plan, then the three most recently integrated Shopify stores will be rendered inactive. You can activate a different store only after you’ve made an existing store inactive.


Shopify Locations

Locations in Shopify, similar to warehouses in Zoho Inventory, are places where you store goods. You can map these locations to warehouses and track stock updates and orders at the warehouse-level.

Prerequisite: Make sure to enable the Multi-warehouse feature in Zoho Inventory before proceeding.

Note: The locations and warehouse mapping are mutually exclusive features i.e., at a given time, you can enable only one of them.

To map your Shopify store location to a warehouse:

  1. Log in to Zoho Inventory.
  2. Go to Settings, Integrations, then Shopping Cart.
  3. Under Shopify, click on Show Details near your preferred store name (in case of multiple store integration).
  4. If your store was integrated before adding the locations update, you must reauthenticate the integration to permit Zoho Inventory to access your store locations. If this is not applicable to you, skip to the next step.
  5. If your store was integrated recently, click on the Enable button next to Locations.

    Locations Enable
  6. Click the Fetch Shopify Locations option to fetch locations and with the warehouses having the same name or address automatically. You also map the appropriate locations manually.

  7. Click Save.

    Locations Mapping

After successfully mapping warehouses to locations:

Warning: If the chosen warehouse is not mapped to a location, then the shipment update will not be pushed to Shopify.

Disable Shopify locations

To disable locations mapping for a store:

  1. Log in to Zoho Inventory.
  2. Go to Settings, Integrations, then Shopping Cart.
  3. Under Shopify, click on Show Details near the store you want to disable locations for.
  4. Go to Locations and click Configure, then click Disable Locations.

    Locations Disable

On disabling locations mapping for a Shopify store in Zoho Inventory:

Warning: If you disable locations in Zoho Inventory, make sure to maintain only one location in your Shopify store. Otherwise, stock and shipment updates will fail to sync.


Warehouse mapping

Initially after setting up the integration, orders from your Shopify store(s) are tracked in the primary warehouse and stock updates take place in the organization level. You can however, choose a specific warehouse from which you want to update the stock to your sales channel.

Prerequisite: Make sure to enable the Multi-warehouse feature in Zoho Inventory before proceeding.

Note: Shopify locations and warehouse mapping are two mutually exclusive features i.e., at a given time, you can enable only one of them.

To map a warehouse:

  1. Log in to Zoho Inventory.
  2. Go to Settings > Integrations > Shopping Cart.
  3. Go to Shopify and click Show Details next to the respective store name if you have added more than one store.
  4. Under Modules in Sync, click the toggle button to enable warehouse mapping.

    Shopify warehouse mapping toggle
  5. In the following pop-up, choose the warehouse you want to associate with your Shopify store.

    Marketplace warehouse mapping
  6. Click Save.

All stock updates and orders received henceforth from this Shopify store will be tracked in this warehouse. Similarly, you can associate a warehouse of your choice to all the connected stores.


Disable/Delete Store Integration

To remove a store from your Shopify integration:

Disable Shopify Store Integration Disable Shopify Store Integration

Re-authenticate the Integration

In case you have de-activated the integration from your Shopify store by removing Zoho Inventory as an associated app, you can re-enable this integration using the re-authenticate feature.

To re-authenticate the integration,

reauthenticate option Reauthenticating your shopify account

You will henceforth be able to sync your items and orders between your Shopify store and Zoho Inventory.

Insight: The Reauthenticate option will only allow you to re-establish an integration with an existing account. This process will not allow you to change the account that is being integrated.


Tune the Integration

On successfully integrating your Shopify seller account with Zoho Inventory, you can now start tracking your inventory for every sale you make in Shopify.

For additional control over your integration:

Shopify active

A page with all details associated with the integration opens up. Lets take a look at the individual options below.

Sync - auto & manual
Sync History

The sync history page logs the periodic syncing of items and sales orders from the respective sales channels into Zoho Inventory. For each timestamp, you can view the the number of items and sales orders that were successfully synced or had failed to sync into Zoho Inventory.

To view the sync history of a sales channel:

Sync history button in the sales

Insight: The successfully synced record histories that are older than a month and failed sync histories that are older than two months will be deleted automatically.

Re-initiate a Sync

You can also re-initiate a sync to once again fetch the items and sales orders that was brought into Zoho Inventory on a particular timestamp. This is beneficial when:

To re-sync a task in Zoho Inventory:

Sync history button in the sales

Sync history button in the sales

The items/sales orders that were synced on the particular timestamp will be fetched once again into Zoho Inventory.


Workflow

Workflow

Initial Sync
Sync cycle

Fulfilled order sync option in Shopify

Items
Zoho Inventory web page
Sales Orders
Order Sync Preferences

You can choose to sync only the Confirmed orders or both Confirmed and Fulfilled orders from your marketplace into Zoho Inventory. To do so:

Insight: Changes in sync preferences will be applied across all integrated sales channels.

Order sync preference drop-down

Stock Sync
Shipments
Payments

The payment status of the inbound sales order from Shopify would be displayed as a comment under the sales order. As Shopify supports not only paid orders, but also unpaid, partially paid and cash on delivery options, the payment status under the sales order would be indicated by a comment as Paid, Unpaid, Partially paid or Cash on delivery depending on the case.


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