How To Install Zoho Integration In Magento 2

Hello Everyone,                  

In this blog we will learn how to install zoho integration extension in Magento 2?   

This extension was approved by Magento Marketplace.

With Zoho being the gold standard for customer relations, Magecurious developed the Zoho CRM Integration extension Magento 2 in accordance with this standard.

With the Magento 2 Zoho CRM Integration extension, Magento 2 and Zoho CRM are integrated to automate data synchronisation and improve business performance.     

Without wasting your time, let us guide you straight away. Follow the easy step given below to install Magento 2 Zoho CRM Integration extension and  to Configure it. 

WHAT ARE THE  FEATURES OF ZOHO ? 

• Enable or disable from Magneto admin.
• Extension integrated into Zoho CRM that synchronises store data with Zoho CRM Using Mass action the sync process.
• By using the Client ID and Client Secret obtained from the Zoho CRM admin panel, Zoho CRM can be integrated easily with Magento 2.
• Magento 2 Zoho CRM Integration will sync all below entities .

1. Product synchronisation
2. Orders synchronisation
3. Invoices synchronisation
4. Account synchronisation

STEPS FOR INSTALL ZOHO CRM INTEGRATION IN MAGENTO 2       

STEP 1: Extract downloaded extension package in your magento root folder using FTP(File Transfer Protocol) Tools. For verification of root folder you can see some folders inside magento root folder like app,bin,lib,php server and vendor etc

STEP 2: Next Need to run some magento commands to install extension in your system , so connect with your server via SSH and go to magento root folder (e.g : cd /var/www/html/magento243) and run below commands one by one.

• php bin/magento setup:upgrade 
• php bin/magento setup:static-content:deploy-f  
• php bin/magento indexer:reindex  
• php bin/magento cache:clean  
• php bin/magento cache:flush  
• chmod-R 777 var/ pub/ generated/

STEP 3: Your all commands run successfully then login to your system Admin Panel and goto Store > Configuration.You will see a new Tab in the left side bar with MageCurious Logo it means extension installed successfully. 

STEPS FOR GENERATE TICKET IN ZOHO PORTAL 

• Prior to configuring the extension, you need to configure Zoho for the API connection.
• The first step is to log in with your Zoho CRM account credentials at https://api-console.zoho.com/. Click on the dashboard, add a new client, and select the client type as “Self-client Applications”. 

• When you make an application, you will receive a Client ID and Secret from the “Customer Secrets” section.
• Make sure to remember or copy both the Client ID and Client Secret.

STEPS FOR GENERATE CODE SECTION

• Scope:-  add this -> Desk.tickets.READ,Desk.tickets.CREATE,Desk.basic.READ,Zoho CRM.modules.ALL,ZohoCRM.settings.ALL 
• Time duration:- 10 Minutes valid this create application generate code.
• Scope Description:-  add this -> create product , account , order , invoice , customer

• Once all the details are filed, click on the Create button.
• After clicking the “Create” button, you will get a form. Choose CRM and then select your company. 

• Generate application code that is copied when you click Create.

STEPS FOR CONNECT ZOHO CRM INTEGRATION CONFIGURATION WITH MAGENTO 2 

STEP 1:–  To Configure Extension go to Stores > Settings > Configuration > MageCurious > Zoho CRM Integration. 

STEP 2:- Now click on the Zoho CRM Integration. 

•  Enable Zoho Crm Integration:-  Enable or Disable Module. 
• Client ID:- Enter the Client ID you have copied from the Zoho CRM admin panel. 
• Client Secret:- Enter the client secret you have copied from the Zoho admin panel. 
• Redirect URL:- Enter your site url. 
• Refresh Token:- Its Auto generate when you click Generate Now button 
• Get Refresh Token:- Save the configuration and click “Get Refresh Token” for the API connectivity.

STEP 3:- Vendor Synchronisation Settings. 

• When you click the button the number of vendors you have worked with Zoho CRM will be shown in the selected field. 
• Initially, click on the button. If you don’t see the vendor, refresh the page. . This will display multiple vendors; Select any and save the configuration. 

• You can See your Zoho Crm Vendor. [ https://crm.zoho.in/crm/]

STEP 4:- Automatically Synchronise Settings. 

• Note : These options are meant for the initial insertion into Zoho. If you make changes a second time and save, they won’t be updated in Zoho. 

• Order Automatic Sync:-  If yes then it will automatically show in Zoho CRM while placing the order. 
• Invoice Automatic Sync:- If yes then it will automatically show in Zoho CRM while generating Invoice in admin.
• Product Automatic Sync:- If yes then it will automatically show in Zoho CRM while Create Product
• Customer Automatic Sync:- If yes then it will automatically appear in Zoho CRM when creating a customer, both on the frontend and backend.

STEPS FOR MAGENTO PRODUCT SYNC IN ZOHO CRM 

1. You can see in Mass Action the Product Sync to Zoho You can select a multiple product and add it to Zoho.
2. Once added, you can see the Zoho product ID in the grid.

3. If you want to update a product, select it and click Product Sync. Then it will be updated.

STEPS FOR MAGENTO ORDER SYNC IN ZOHO CRM 

1. You can see Order Sync in Zoho in Mass Action You can select one Place multiple orders and add it to Zoho.
2. Once added, you can see the Zoho Order ID in the grid. 

3. If you want to update the order, select it and then click on Order Sync It will be updated. 

STEPS FOR MAGENTO INVOICE SYNC IN ZOHO CRM 

1. You can view invoice sync to Zoho in mass action, you can select multiple invoices and combine it in Zoho.
2. Once added, you can see the Zoho Invoice ID in the grid. 

3. If you want to update the invoice, select it and click on Invoice Sync. Then it will be updated. 

STEPS FOR MAGENTO CUSTOMER SYNC IN ZOHO CRM 

1. You can see in mass action the client can sync to Zoho. you can choose one Multiple customer and add it to Zoho.
2. Once added, you can see the Zoho Customer ID in the grid. 

3. If you want to update the invoice, select it and click on Customer Sync. Then it will be updated. 

STEPS FOR ZOHO TICKET INTEGRATION 

• First Get Org ID
• In the login zoho desk You can see the Setting button tap that button.  

• Make sure to remember or copy the OrgID.

STEPS FOR ZOHO TICKET INTEGRATION CONFIGURATION 

Note : It won’t work that Zoho ticket if you don’t generate a refresh token in Zoho CRM’s integration. Please generate a refresh token in Zoho CRM’s integration section before working with that ticket.  

• Enable Zoho Ticket Integration:- Enable or Disable Module
•  Status:-  You can set the status of the ticket as open, On Hold,Escalated and closed
• Priority:-  You can set the priority of the ticket as high, medium, or low 
• OrgId:-  Enter your Desk organisation Id
• Subject Label:- When creating a ticket in Zoho Desk, enter the label you want to display 
•  Department ID:- When you click get department ID, the field will auto-fill.
•  Get Department Id:-  Please save the configuration and click the “Get Department ID” button. 

• When you submit in the Contact Us page, there is a ticket built into Zoho Desk.  

• You can see this ticket:

• The image below is an open ticket image that you can view. 

Final Thoughts:   

So this was the easiest way which we have told you in this blog. This is how you can install zoho integration in Magento 2. Hope you liked the blog.  

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