Zoho & WooCommerce Integration for Order Status, Tracking Sync, and Customer ID Mapping

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WooCommerce - Zoho Integration: Statement of Work 1. Project Overview Currently, WooCommerce is not integrated with Zoho Inventory or Zoho Books, leading to a breakdown in communication regarding order processing and tracking updates. Specifically: 1.1 Order Tracking & Status Issue - When customers place orders in WooCommerce, the system does not receive shipment status or tracking information from Zoho Inventory, preventing customers from being notified when their orders are shipped. 1.2 Customer ID Mapping & Sales Order Creation - WooCommerce customers are not mapped to their respective records in Zoho, requiring manual order creation in Zoho Inventory and Zoho Books. 1.3 Project Phases This project consists of two separately quoted phases: - Project 1: Order Status & Tracking Synchronization - Project 2: Customer ID Mapping & Automatic Sales Order Creation Note: The client has a Make.com account, but previous attempts to use it for this integration have been unsuccessful. Alternative integration methods will be explored. 2. Objectives 2.1 Project 1: Order Status & Tracking Synchronization - Establish real-time sync between WooCommerce and Zoho Inventory to update order status in WooCommerce when an order is shipped. - Fetch tracking information from Zoho Inventory and push it to WooCommerce. - Ensure WooCommerce automatically sends shipping confirmation emails with tracking details when an order is shipped. 2.2 Project 2: Customer ID Mapping & Automatic Sales Order Creation - Create a mapping system between WooCommerce customer accounts and their corresponding Zoho Customer ID. - When a customer places an order in WooCommerce, automatically generate a Sales Order in Zoho Inventory and link it to the corresponding Zoho customer. 3. Scope of Work 3.1 Project 1: WooCommerce - Zoho Inventory Order Status & Tracking Sync 3.1.1 WooCommerce to Zoho Order Sync - Ensure that WooCommerce orders are synced to Zoho Inventory, including: - Order number - Product SKUs - Quantities - Customer details (name, email, shipping address) - Payment status 3.1.2 Zoho to WooCommerce Order Status & Tracking Update - When an order is marked as Shipped in Zoho Inventory: - Update the corresponding WooCommerce order status to 'Shipped'. - Fetch the carrier and tracking number from Zoho Inventory. - Store the tracking number in WooCommerce’s order meta fields. 3.1.3 Automated WooCommerce Shipping Notifications - Ensure that when tracking information is received, WooCommerce: - Automatically sends shipping confirmation emails with tracking details. - Updates the WooCommerce order page so customers can view tracking information. 3.2 Project 2: Customer ID Mapping & Automatic Sales Order Creation 3.2.1 Customer ID Mapping - Develop a system to map WooCommerce customer IDs to Zoho customer IDs. - If a new customer places an order, check if they exist in Zoho: - If they do, link their WooCommerce ID to their Zoho Customer ID. - If they don’t, notify our customer support team, that a new customer has placed an order and we need to create that customer and the sales order for that customer. 3.2.2 Automatic Sales Order Creation - When a mapped customer places an order in WooCommerce: - Automatically create a Sales Order in Zoho Inventory. - Ensure correct mapping of: - Customer ID - Products & SKUs - Order total & payment status - Shipping & Billing address - Sync WooCommerce payment information with Zoho Books. 4. Integration Methodology - Zoho APIs (Zoho Inventory & Zoho Books API) - WooCommerce REST API - Webhooks to trigger sync events - Middleware (Zoho Flow, Zapier, Make, or custom scripting) if necessary. We have WooCommerce 5. Deliverables 5.1 Project 1 Deliverables - Real-time order status updates in WooCommerce when orders are shipped in Zoho Inventory. - Tracking number sync from Zoho Inventory to WooCommerce. - WooCommerce automated email notifications for shipped orders. - Testing & validation of order tracking sync. 5.2 Project 2 Deliverables - Customer ID mapping system between WooCommerce and Zoho. - Automated Sales Order creation in Zoho from WooCommerce orders. - Error handling & logging for failed syncs. - Testing & validation of sales order automation. 6. Technical Requirements 6.1 WooCommerce Requirements - WooCommerce version X.X.X or higher - REST API enabled - Admin API keys for authentication 6.2 Zoho Requirements - Zoho Inventory & Zoho Books API keys - Webhook setup in Zoho for order updates 6.3 Hosting & Server Requirements - Compatible PHP version 7.4+ recommended - SSL certificate for secure API communication

Keyword: WordPress Development

Price: $50.0

WordPress WooCommerce Zoho Books API Integration API