Zoho Books integrations for order operations preconfigured, not coded

How it works

How OrderEase works with Zoho Books

Orders and account data move in both directions, on a schedule or on demand.

1. 1

   Pull

   Customers, products, and inventory pull in from Zoho Books on a nightly sync, or on demand with a manual sync.

2. 2

   Catalog

   Each customer sees the catalog, pricing level, and case or each unit that matches their Zoho Books setup.

3. 3

   Push

   Confirmed orders push to Zoho Books automatically, with pricing, customer, and product already matched.

4. 4

   Reconcile

   Shipments and invoices created in Zoho Books pull back into OrderEase after the order is placed.

What syncs

What moves between Zoho Books and OrderEase

Each type of data has its own direction, trigger and timing.

Data that syncs between Zoho Books and OrderEase

Data	Direction	Trigger	Timing
Customers	Zoho Books → OrderEase	Nightly sync, or manual sync now	Scheduled or on demand
Products and inventory	Zoho Books → OrderEase	Nightly sync, or manual sync now	Scheduled or on demand
Pricing	Zoho Books → OrderEase	Pulled with product sync	Scheduled or on demand
Orders	OrderEase → Zoho Books	Order confirmed	Automatic
Shipments and invoices	Zoho Books → OrderEase	Created in Zoho Books	After the order is placed
Order true-up	Two-way	Reconciliation pass	Scheduled

Settings

Settings you control in the Zoho Books integration

Each setting is configured to your Zoho Books account, with no scripts.

Orders Customers Products Invoices

Push order typeChoose how a confirmed order is pushed into Zoho Books.

Use Zoho Books pricing for ordersLet Zoho Books override the prices on the order.

Convert quantities to eachesConvert case-pack quantities to each-unit quantities before the order reaches Zoho Books.

Push shipping detailsSend shipping details on the order push.

Missing product actionSet a fallback for order lines that don’t match a Zoho Books product.

Missing customer actionSet a fallback for orders with no matching Zoho Books customer.

Pull customersBring customer records in from Zoho Books.

Exclude specific customersKeep selected Zoho Books customers out of the sync.

Pull inactive customersChoose whether inactive Zoho Books customers are included.

Pull sales repBring the assigned sales rep in with each customer.

Pull inactive productsChoose whether inactive Zoho Books products are included.

Pull product categoryBring Zoho Books product categories into OrderEase.

Custom field mappingsMap a Zoho Books field and the data pushed into it.

Create invoices from Zoho BooksBring invoices created in Zoho Books into OrderEase.

Why OrderEase

Why Zoho Books teams choose OrderEase

No custom development

Ready to implement with out-of-the-box configuration, not a custom build.

Self-serve ordering

Customers and sales reps get a portal they manage themselves, built on the catalog and pricing already in Zoho Books.

Customer-specific pricing

Each customer orders from the catalog and pricing level that matches their Zoho Books account.

Multiple ship-to locations

Each Zoho Books ship-to location comes in as its own customer, so location-specific pricing carries through.

Connects to

Trading partners you can connect to Zoho Books

Each partner gets its own document set, managed by OrderEase.

Shopify View integration Ecomm Amazon View integration Marketplace Walmart View integration Marketplace Faire View integration Marketplace Wayfair View integration Marketplace WooCommerce View integration Ecomm ShipStation View integration Fulfillment & Inventory

Stallion Express Fulfillment & Inventory

Show more View all integrations

Get started

See an order reach Zoho Books as a clean sales order

Tell us where your orders come from. We’ll walk through the Zoho Books connection on a 30-minute call.

1. 1You tell us your order sources and how orders reach Zoho Books today.
2. 2We show an order moving into Zoho Books as a sales order.

We use your details to schedule the call. Privacy policy

Zoho Books integration FAQs

Does OrderEase push orders to Zoho Books automatically?

Yes. Once an order is confirmed in OrderEase, it pushes to Zoho Books automatically.

Can I keep specific customers out of the sync?

Yes. You can exclude specific Zoho Books customers from the sync.

How does OrderEase handle multiple ship-to locations in Zoho Books?

Each Zoho Books ship-to location comes in as its own customer in OrderEase, so location-specific pricing still applies.

Is the sync one-way or two-way?

Both. Customers, products, inventory, and pricing pull in from Zoho Books, and confirmed orders push back out to Zoho Books.

Your order channels, one Zoho Books connection

Add ecommerce, EDI or sales rep orders without building another Zoho Books integration.

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