Ryan Foster
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Just as an update to this earlier post from Ramesh, it's worth mentioning that you can now integrate Zoho Books with Shopify without Zapier by using Zoho Inventory as a bridge between the two. This can be done via the free Zoho Inventory integration with Shopify, which will fetch new contacts, sales orders, and product updates every 30 minutes. With this integration in place, you can then use the free integration between Zoho Inventory and Zoho books to sync this data. Both Stripe and Paypal integrate with Zoho Books as well, so there's so issue from the perspective of gathering all of the relevant data. The main stumbling block with this approach (and with Zapier as well) is how to automatically reconcile the individual Sales Orders from Shopify with the transaction data from Stripe, Paypal, and other payment gateways. Despite the fact that a Sales Order coming in from Shopify to Zoho Books is a completed sale, there is currently no option in Zoho Books or Inventory to automatically create a completed invoice or record a payment from online sales. This means a lot of manual labor if you want to reconcile individual Sales Orders with transaction data from Paypal/Stripe etc. Beyond this, is the issue of "Shopify Sales Tax" which lumps specific state/provincial tax rates from Shopify Sales into a single undifferentiated sales tax rate. In order to solve these problems for our clients, we created a number of custom functions in Zoho's Deluge scripting language that will automatically create a completed invoice and record a payment for every Shopify sale, and also append the correct tax rate based on the customer's state/province. Please get in touch with us at RFDM Solutions (www.rfdmsolutions.com) if you're interested in knowing more.
I completely agree - we had to create custom deluge functions for our clients in order to automate the creation of invoices/payments, as well as re-add the correct sales tax amounts based on the customer's state/province. Happy to chat more with anyone struggling with this problem, get in touch at RFDM Solutions (www.rfdmsolutions.com).