Map custom WC checkout fields with custom Zoho Sales Order fields.
*Note: in this tutorial, we assume you have already configured Custom Fields in Zoho and in WooCommerce. If not, please follow the Zoho Inventory documentation, as well as install a Checkout Custom Fields plugin in your WooCommerce store.
1. Install the Checkout Field Editor plugin and create the custom fields in either Billing/Shipping/Additional, depending on your requirements.
2. Go to CommerceBird > Zoho Inventory > Custom Fields and map each Woo Custom Field with its respective Zoho Field. Simply type the Zoho custom field label the same way that you typed in Zoho Inventory > Settings > Items > Field Customisation.
End result:
Simply fill in the WooCommerce field name on the left side and the Zoho Field Label on the right side and click on save. Voila! Now you have enabled complete orders if you use custom fields!
How to sync the order’s Payment Method to Zoho:
The payment method is a standard field in Woo and not a custom field, so you will need to create a custom called “payment_method” for the order and then hide it on the Frontend with some CSS. After that step, simply copy below code and paste it into your child theme – functions.php or custom plugin.
Important To proceed, please ensure you have installed the ACF plugin (free). All you need to do is make sure the ACF Custom Fields names match the Custom Fields API Names in Zoho Inventory. Once you have done that, you can simply click on the Sync ...
Via the Order Sync tab, you can manage all orders related settings. Create Package This ensures the creation of a Shipping Package in Zoho Inventory right after the Sales Order is synced. This is useful if you have custom workflows to speed up the ...
Enable real-time sync from Zoho to WooCommerce using Zoho Webhooks! *This feature requires the Premium plan! Setup: Setup a webhook called “Webhook Items”. See this link if you are new to webhooks. Create a new Webhook for the Module "Item". The ...
With the CommerceBird plugin, you can also sync Orders from Zoho Inventory or Books to WooCommerce. This requires the following: Premium plan of CommerceBird (upgrade via my-account if you are on business or free plan) Zoho Inventory integration ...
Please ensure your WooCommerce account settings are setup at least as following to ensure the customers and orders are synced to Zoho: Allow customers to log into an existing account during checkout Allow customers to create an account during ...