Overview
We offer the following type of integration with Zoho Inventory:
- Order Syncing - the automated pushing of orders/shipments from Zoho into MachShip.
Order Syncing Integration
Order Syncing Workflow
- We monitor Zoho Inventory for Sales Order > Packages in "NOT SHIPPED" status
- Status filters can be customized to match your workflow
- We create a pending consignment in MachShip with:
- Box data from the package
- Shipping data from the sales order
- Sales order number as reference
- Order is picked and packed by warehouse
- Warehouse opens MachShip and searches for the order using sales order number
- Warehouse team confirms packages and selects carrier service
- Once consignment manifested, we update Zoho with:
- Carrier details
- Tracking information
- Package status changed to "SHIPPED"
Order Syncing FAQs
Q: How are packages and dimensions handled?
A: Package data is pulled directly from Zoho's Sales Order Packages, ensuring consistency between systems.
Q: Can you sync orders with specific statuses?
A: Yes, while we typically sync "NOT SHIPPED" packages, we can customize the status filters to match your workflow.
Q: Can you map our shipping methods to specific carriers?
A: Yes, we can map Zoho shipping methods to specific MachShip carriers and services, or default to using the cheapest available carrier.
Important Info
- Standard sync timing:
- Orders sync from Zoho to MachShip every 5 minutes
- Shipping updates sync back to Zoho within 5 minutes
- Package data is pulled from Zoho's Sales Order Packages
- Shipping information is sourced from the associated sales order
Zoho FAQs
Q: How quickly are changes synchronized?
A: We check for updates every 5 minutes in both directions.
Q: Can the integration be customized for our specific needs?
A: Yes, we have extensive customization capabilities including status filters, field mappings, and workflow adjustments. Contact our integrations team with your requirements.
Q: Can we use different workflows for different types of orders?
A: Yes, we can configure different workflows based on order status, package type, or other criteria to match your shipping requirements.
Integration Setup Process
All integrations are completed by our in-house integrations team that specializes in setting up integrations with Zoho.
The process for getting your integration setup is:
- Scoping - Reach out to our integrations team at clientintegrations@machship.com - note, if you're using MachShip via a broker, please include the account manager in CC.
Our specialist integrations team will work with you to confirm the scope of your integration and ensure it will perform how you expect.
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Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.
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Implementation - Once approved, implementation will begin. We will need:
- Zoho API credentials
- Details on your preferred workflow
- Any customization requirements
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Handover & Testing - Once completed, we will let you know and you can conduct your own testing to confirm everything is working as expected.
Setup FAQs
Q: How long does it take to setup my integration?
Most Zoho integrations can be setup inside of 2-3 business days from when we receive API access.
Q: Am I able to setup the integration myself?
We do not currently offer self-setup for our integrations due to the amount of customisation and testing required when linking your integration to your MachShip account.
Q: My requirements differ from what you've laid out, can you customise the integration?
We do have the ability to customise our integrations for each client to a large degree.
Simply reach out to our integrations team at clientintegrations@machship.com with your requirements and we will let you know what we can do.