Zoho Inventory

FAQ

How do I import/export sales orders?

Importing Sales Order

If you have integrated your organization in Zoho Inventory, with the one in books, then all imports and changes will be reflected automatically.

In cases where you wish to import sales orders from other sources, follow these steps.

menu icon drop down with import option highlighted

SO import page

SO import map fields page

SO preview page

Important Note: The Max size limit for a file that’s being imported is 1MB. You can get a good idea of how your import file must be like, by downloading the sample file in the import page.

Exporting Sales Orders

To export your sales orders, follow the following steps:

image of the menu drop down highlighting export SO option

Export Sales Orders page