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WoZoBridge – Zoho CRM & Zoho Books Integration for WooCommerce

开发者 wozobridge
更新时间 2026年11月6日 19:29
捐献地址: 去捐款
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

zoho zoho crm woocommerce zoho order sync zoho books

下载

1.0.2 1.0.3 1.0.0 1.0.1

详情介绍:

WoZoBridge connects your WooCommerce store to Zoho Books and Zoho CRM. When an order is completed, WoZoBridge sends it to Zoho Books as a sales order. It creates the customer contact and the products for you, so nobody has to retype orders into Zoho. If you run a WooCommerce shop and do your accounting in Zoho Books, or you use Zoho One, WoZoBridge removes the double entry. It also shows your Zoho CRM contacts and Zoho Books sales orders inside wp-admin, so you can check your Zoho data without leaving WordPress. Why WoZoBridge? Key features How the order sync works
  1. A customer places an order in your WooCommerce store.
  2. You mark the order Completed, or your workflow does it automatically.
  3. WoZoBridge finds or creates the customer as a contact in Zoho Books.
  4. Each product on the order is matched to a Zoho Books item. Items that don't exist yet are created.
  5. A sales order is created in Zoho Books with the order's line items.
  6. The result is saved in the sync log. A failed order is listed on the Sync page so you can retry it.
Who is it for? Requirements

安装:

  1. In wp-admin, go to Plugins → Add New, search for WoZoBridge, then click Install Now. You can also upload the wozobridge folder to /wp-content/plugins/.
  2. Make sure WooCommerce is active, then activate WoZoBridge.
  3. Go to WoZoBridge → Integrations and choose your Zoho data center.
  4. Click Authorize Zoho and approve access in Zoho.
  5. Once connected, use the Dashboard, CRM, Books and Sync pages.
What each page does From then on, WooCommerce orders are sent to Zoho Books automatically whenever an order's status changes to Completed.

屏幕截图:

  • Integrations page for the connected Zoho account, data-center region, and token status.
  • Zoho CRM contacts from the connected account.
  • Zoho Books page with monthly sync totals and the sales orders list.
  • Sync management with failed sync records and API logs.

升级注意事项:

1.0.3 Privacy improvement: the installation log no longer sends the admin email or IP address. Also adds a dismissible review reminder. 1.0.2 Adds install lifecycle logging. Requires WooCommerce and a Zoho CRM or Zoho Books account. 1.0.1 Plugin display name update. Requires WooCommerce and a Zoho CRM or Zoho Books account. 1.0.0 Initial release. Requires WooCommerce and a Zoho CRM or Zoho Books account.

常见问题:

How do I sync WooCommerce orders to Zoho Books?

Install WoZoBridge, connect your Zoho account under WoZoBridge → Integrations, and turn on sync. Every order whose status changes to Completed is then created in Zoho Books as a sales order automatically.

Does it create invoices or sales orders in Zoho Books?

It creates sales orders. You can turn them into invoices in Zoho Books using your normal workflow.

Does it create customers and products in Zoho Books?

Yes. For each order, the customer is matched to an existing Zoho Books contact or created as a new one. Each product is matched to a Zoho Books item or created if it doesn't exist.

Will an order be synced twice?

No. An order that has already synced successfully is skipped. You can still push it again manually with the retry option.

What happens if an order fails to sync?

The order appears on the Sync page with the error Zoho returned. Fix the cause (for example, reconnect Zoho if the token expired), then retry that order or all failed orders.

Does it work with Zoho One?

Yes. Zoho One includes Zoho Books and Zoho CRM, and WoZoBridge connects to them the same way.

Which Zoho data centers are supported?

US (zoho.com), EU (zoho.eu), India (zoho.in), Australia (zoho.com.au), Japan (zoho.jp) and Canada (zoho.ca).

Does it sync customers or orders to Zoho CRM?

Not in this version. Zoho CRM contacts can be viewed in wp-admin, and orders sync to Zoho Books.

Does it support Zoho Inventory?

Not in this version. WoZoBridge currently connects WooCommerce with Zoho Books and Zoho CRM.

Does WoZoBridge work without WooCommerce?

No. WooCommerce must be installed and active.

Where are Zoho credentials stored?

They are stored encrypted in the WordPress options table. Advanced sites can also set credentials with wp-config constants where the helper API supports it.

Does the plugin call external services?

Yes. It connects to Zoho for OAuth and the CRM/Books APIs, to the WoZoBridge OAuth bridge during the first connection, and to the WoZoBridge installation log on activate, update, deactivate and delete. See External Services below for exactly what is sent. No JavaScript or CSS is loaded from third-party CDNs. Bootstrap, Bootstrap Icons, DataTables and SweetAlert2 are bundled with the plugin.

How do I change the OAuth bridge URL for local development?

Use the filter wozobridge_zoho_oauth_bridge_url (default: https://wozobridge.com/auth/zoho.php).

更新日志:

1.0.3 1.0.2 1.0.1 1.0.0