Besides standing as a platform for e-commerce merchants—such as yourself—to sell products, Shopify is equipped with a host of built-in services and tools that facilitate the experience of running an online store. However, Shopify alone is often insufficient for managing a burgeoning and aspiring business, which is where software like Zoho Books comes into play. Zoho Books is an accounting software used by businesses for recording and analyzing their finances. It is especially valuable to online store owners like you, who can utilize it to manage inventory, sales, expenses, invoices, etc.
Shopify and Zoho Books each handle different areas of you business. By integrating them, you could bridge the gap between the front and back of your online store, which would greatly benefit both your business and your experience running it. So, what does integration mean in this context, how does it work, and what are its benefits?
What Is Integration of Shopify and Zoho Books?
Integration of Shopify and Zoho Books essentially refers to connecting the two software with automated workflows, called integrations. These workflows boil down to two main categories, or purposes—which are, in practice, one of the same.
The first is the synchronization of business data between Shopify and Zoho Books. After integration, new information from one of the software would be automatically added or updated to the other, ensuring the data in both places are up-to-date and accurate. For example, within hours of its creation, a new product in your Shopify store would be added to your Zoho Books account. This way of integration permits you quicker and more organized tracking of:
- Products and stock levels
- Order information and payment status
- Shipping details
- And more...
The second type, or purpose, of integration is the automation of business accounting workflows. Shopify and Zoho Books integrations—here referring to the programmed workflows—streamline repetitive procedures, thus reducing the manual labor you and your team would have to do.
Examples of Integrations/Workflows
- When a sales order is placed in Shopify, its invoice and customer are automatically created in Zoho Books.
- When a product is created in Shopify, the new item is automatically created in Zoho Books.
- When a payout is completed in Shopify, a deposit is automatically created in Zoho Books.
- When a product's stock level changes in Zoho Books, the change is automatically updated to Shopify.
- The order and payment status of a product are automatically updated in Zoho Books when a related change occurs in Shopify.
How Shopify & Zoho Books Integrations Work
When integrating Shopify and Zoho Books, at the most basic level, you are setting up triggers and actions. When a trigger event occurs in either Shopify or Zoho Books, it prompts a corresponding action to be made in the other remaining software—thereby connecting the two. No-code integration software makes creating these workflows easy. You can use integration software either to build simple trigger-action workflows without coding or to adopt pre-existing integrations.
In addition, some no to low-code integration tools allow you to create complex workflows. Some common features these products share are:
- The ability to set delays and schedules that direct when a workflow should occur.
- The ability to set if/then branches or similar filters that dictate how a workflow would continue if a prerequisite is met
- The ability to set data filtering and mapping to more accurately automate data synchronization between software
- Workflow/Integration templates that you can directly use or modify based on
- Intuitive, visual instructions and interfaces
- A user guide, bot, and/or real-person assistant to help you with your integrations.
The Benefits of Integrating Shopify and Zoho Books
- Real-time, single-platform view of data; no need to visit separate places for different pieces of information
- Control and understanding of your business, due to the data synchronization
- Time and effort saved from:
- Manually transferring data and information
- Engaging in other repetitive manual procedures
- Reduced manual errors in repetitive processes
- Better usage of the analytic capabilities of Zoho Books, without needing to take time to manually set up the data beforehand
- With the help of integration software, integration would be simple, direct, and quickly effective
- Integration paves the way for the future growth and scaling of your business
Integrating your Shopify Store and Zoho Books account would help take your business to the next level. Even if you currently do not see the need for it, integration is something you should start considering down the road.
We from Shypyard are currently working on creating a no-code way of integrating your Shopify store and Zoho Books account. Enter your email down below to gain the privilege of being among the first to be notified of the launching of this feature! Perhaps by then, you would be ready to take the leap for integration.
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