Zoho Inventory Integration

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

  1. We monitor Zoho Inventory for Sales Order > Packages in "NOT SHIPPED" status
    • Status filters can be customized to match your workflow
  2. We create a pending consignment in MachShip with:
    • Box data from the package
    • Shipping data from the sales order
    • Sales order number as reference
  3. Order is picked and packed by warehouse
  4. Warehouse opens MachShip and searches for the order using sales order number
  5. Warehouse team confirms packages and selects carrier service
  6. 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:

  1. 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.

  1. Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.

  2. Implementation - Once approved, implementation will begin. We will need:

    • Zoho API credentials
    • Details on your preferred workflow
    • Any customization requirements

  3. 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.

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