Implementation of the month: Optimization of Zoho Inventory Integration with Shopify

In this new edition of Implementation of the Month, we highlight a custom integration solution we developed for a client in the high-value hobby e-commerce industry. Through this implementation, we addressed challenges that arose from the limitations of the native integration between Zoho Inventory and Shopify.

 

Challenge:

Our client managed most of their internal operations through Zoho One applications while using Shopify as their e-commerce platform. Although the native integration between Shopify and Zoho Inventory allowed for the automatic creation of Sales Orders, it presented several key challenges:

 

• Manual intervention in invoice creation and payment assignment: After a sales order was created in Zoho Inventory, manual intervention was required to complete invoice creation and assign the corresponding payments.
• Lack of automation in cancellation management: Order cancellations required manual processes to return products to inventory and void the corresponding transactions.
• Inefficiencies in delivery management: The Service team managed deliveries outside of the automated flow, causing delays in scheduling and execution.

 

 

Solution:

 

As a Premium Partner of Zoho, InterConnecta designed a custom integration using Zoho Inventory and Shopify APIs. This solution focused on optimizing two key areas that were not fully covered by the standard integration: cancellation management and automated delivery order creation.

 

1. Automatic Cancellation Management in Shopify

One of the main limitations was the sales cancellation process. The custom integration solved this challenge by creating an automated workflow that, upon detecting a cancellation in Shopify, would void the corresponding invoice and payment in Zoho Inventory. The stock of canceled products was updated in real time, making the items available for future sales.

 

2. Optimized Delivery Management with Delivery Charges

The second challenge was integrating delivery charges into the automated sales and delivery flow. To achieve this, we created an item called “Delivery” within Zoho Inventory. When a Shopify order included this charge, the system would automatically add the item to the Sales Order, which in turn generated a delivery ticket in Zoho Desk. This way, the service team would immediately receive an assigned task to manage the delivery, optimizing response time without waiting for daily reconciliations.

 

 

Benefits:

The implemented solution provided several key benefits:

• Complete automation: Centralizing processes in Zoho Inventory eliminated manual tasks, reducing response times.
• Real-time inventory: Canceled products were put back on sale immediately, improving inventory management and sales opportunities.
• Delivery efficiency: Automated tickets sped up the delivery process, optimizing coordination of the service team.
• Improved customer experience: Quick management of cancellations and deliveries enhanced customer satisfaction.

 

The custom integration developed by our team allowed the client to overcome the limitations of the standard integration between Zoho Inventory and Shopify.

This case is an example of how, through customization and strategic use of Zoho tools, we help our clients optimize their operations and resources.

 

Is your company facing a challenge that seeks to be overcome through the implementation of custom solutions? We’re here to help you turn those challenges into opportunities. Contact us today!