Integrate Shopify with Zoho Books Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Zoho Books invoices directly from new Shopify orders using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Shopify with Zoho Books, first, access Pabbly Connect by visiting the official website. Click on the ‘Sign In’ button to log into your account, or create a new account if you are a first-time user. Once logged in, navigate to the ‘Connect’ section to access the integration dashboard.

On the dashboard, you will find options to create new workflows. Click on ‘Create Workflow’ and give your workflow a name, such as ‘Shopify to Zoho Books Integration.’ This workflow will automate the process of generating invoices in Zoho Books whenever a new order is placed in Shopify.

2. Set Up Shopify Webhook in Pabbly Connect

In the trigger window, select Shopify as your application. For the trigger event, choose ‘New Order’ which will allow Pabbly Connect to capture order details automatically. After selecting the trigger event, a webhook URL will be generated. This URL is crucial for connecting Shopify to Pabbly Connect.

Next, navigate to your Shopify account and go to the ‘Settings’ section. Click on ‘Notifications’ and scroll down to the ‘Webhooks’ section. Click on ‘Create Webhook’ and enter the details as follows:

• Event: Order Creation
• Format: JSON
• URL: Paste the webhook URL from Pabbly Connect

After saving the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’ to ensure that the integration is ready to receive data from Shopify.

3. Create Invoices in Zoho Books

Once the webhook is set up, the next step is to create an action in Pabbly Connect that will generate an invoice in Zoho Books. Click on the plus icon to add an action step and select Zoho Books as the application. Choose ‘Create Invoice’ as the action event.

Connect your Zoho Books account by entering the necessary credentials, including the organization name and the API key. Map the relevant fields from the Shopify order details, such as customer name, order amount, and product details. This mapping ensures that every time an order is placed in Shopify, a corresponding invoice is generated in Zoho Books automatically.

After filling in the required fields, click on ‘Save and Send Test Request’ to verify that the invoice is created successfully in Zoho Books. You should see a confirmation response indicating that the invoice has been generated.

4. Test the Integration Workflow

To ensure that everything is functioning correctly, it is crucial to test the integration workflow. Go back to your Shopify store and create a new test order. Once the order is placed, Pabbly Connect should capture the order details through the webhook.

Check your Zoho Books account to confirm that the new invoice has been created for the test order. If the invoice appears with all the correct details, it indicates that the integration is working as intended. If not, review the workflow settings and ensure all mappings are correct.

By performing this test, you can be confident that your Shopify store and Zoho Books are now seamlessly integrated through Pabbly Connect, automating your invoicing process.

5. Save and Activate Your Workflow

Once you have verified that the integration is functioning correctly, it’s time to save your workflow in Pabbly Connect. Click on the ‘Save’ button to ensure that all your settings and mappings are retained. This step is essential to keep your integration active and ready for future orders.

With your workflow saved, you can now automate the process of creating invoices in Zoho Books from new Shopify orders, saving you time and effort. Whenever a new order is placed, the corresponding invoice will be generated automatically, allowing you to focus on growing your business.

Conclusion

Integrating Shopify with Zoho Books using Pabbly Connect streamlines your invoicing process, ensuring that every new order generates an invoice automatically. This automation saves time and reduces manual errors, allowing you to manage your e-commerce business more efficiently.