Zoho Books

Zoho Books is an accounting platform designed to manage business finances, including invoicing, customer records, tax handling, and financial reporting.

Customer and order data is processed within Zoho Books, where contacts and invoices are created and managed, while customers continue to place orders as normal on your ShopWired website.

• Automatically create invoices from orders

• Customers place orders on your ShopWired website and corresponding invoices are generated in Zoho Books

• Manage customer records efficiently

• Existing customers are matched by email or new contacts are created to ensure accurate records

• Secure handling of financial and customer data

• Order and customer data is transmitted via webhook and processed within Zoho Books

1. Create a Zoho Books account if you don't already have one
2. Import the provided scenario blueprint into Make
3. Connect your Zoho Books account and configure required fields
4. Add the generated webhook URL to your ShopWired account
5. Orders placed on your ShopWired website automatically create contacts and invoices in Zoho Books