Integrating Zoho with Odoo combines Zoho's versatile suite of cloud-based business applications with Odoo's robust and customizable ERP system. This integration enables smooth data flow between the two platforms, helping businesses manage CRM, accounting, inventory, and more in a unified system. By connecting Zoho’s easy-to-use tools with Odoo’s modular and scalable architecture, organizations can streamline operations, improve workflow efficiency, and enhance decision-making through real-time data synchronization.
Managing product data between Zoho and Odoo is crucial for sellers, with several important factors to consider when importing and exporting this information.
You can export orders from Odoo to Zoho to keep both platforms synchronized for smooth business operations.
If the order configuration is set up for automation, sales orders created in Odoo will be automatically exported to Zoho without any manual intervention.
This ensures that your Zoho account always has the most up-to-date order information.
In cases where automation is not enabled, you can manually export the orders to Zoho by navigating to the Operations menu.
In Zoho, the exported orders will appear in a Draft state. You can review and finalize them as needed in Zoho’s dashboard.
Similar to exporting orders, you can also cancel orders from Odoo and have those changes reflected in Zoho.
If invoice automation is configured, invoices will be automatically exported to Zoho without any manual action required.
If automation isn't enabled, you can manually export the invoice by clicking on Export Invoice to Zoho.