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Zoho CRM Integration

PRE-REQUISITES

  • The plugin requires you to install the Nop-Station Core plugin first

INSTALLATION

  • Download the Nop-Station Zoho CRM from our store https://nop-station.com/customer/downloadableproducts
  • Go to Administration → Configuration → Local plugins
  • Upload the NopStation.ZohoCRM zip file using the "Upload plugin or theme" button

    local-plugins-page

  • Go to Administration, reload the 'list of plugins'. Install 'Nop-Station Core' plugin first and then install 'Nop-Station Zoho CRM' plugin

    install nopStation core

    install zoho

  • To make the plugins functional, restart the application

    restart application

ZOHO CONFIGURATION

  • Go to ZOHO API Console
  • Click '+ ADD CLIENT'
  • Click 'Server-based Applications'
  • Enter 'Client Name'
  • Enter 'Homepage URL' (https://{yourstore.com})
  • Enter 'Authorized Redirect URIs' (https://{yourstore.com}/Admin/ZohoCRM/Authorize)
  • Create new module(s) to sync Shipments and Shipment Items.

CONFIGURATION

  • Go to Admin → NopStation → Plugins → Zoho CRM → Configuration

    zoho crm configuration

  • Go to Zoho console and create a client with the instructions
  • Create shipment module and Shipment Items module in Zoho CRM

    zoho shipment module

    zoho shipments item

  • Insert client id and client secret from zoho console and authorize it
  • Check Sync shipment item and choose module name
  • Check Sync shipments and choose module name
  • Map data for both Shipment module and Shipment item module

    zoho shipment fields

    zoho shipment item fields

  • Sync all the data with Full sync at first time. You can choose Differential sync later with selected tables

    zoho sync

  • All the data is now synced