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Set up your first integration
Quickly connect Shopify to Zoho Books with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Shopify with Zoho Books - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Blog" from Shopify.
Add your action
An action happens after the trigger—such as "Create Customer" in Zoho Books.
You’re connected!
Zapier seamlessly connects Shopify and Zoho Books, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerPolling - Risk Level
Try ItTriggerPolling- New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Try ItTriggerInstant - New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerInstant
- BlogRequired
- Blog Entry Status
Try ItTriggerPolling- Abandoned Cart Age (Hours)Required
Try ItTriggerPolling- New Company
Triggers when a new company is created.
Try ItTriggerInstant - New Draft Order
Triggers when a new draft order is created.
Try ItTriggerInstant
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Practical ways you can use Shopify and Zoho Books
Create invoices for paid Shopify orders
Whenever a Shopify order is marked as paid, Zapier creates a sales invoice in Zoho Books. This keeps your accounting in sync with sales automatically, reducing manual effort and minimizing late invoice creation.
Business OwnerTrack updates to inventory in Shopify
When inventory levels change in Shopify, Zapier will log these updates in Zoho Books by creating new items. This helps IT maintain oversight of inventory changes and ensures accurate product records.
ITSync new Shopify customer with Zoho Books
Each time a new customer is added in Shopify, Zapier will automatically create their record in Zoho Books. This enables marketing and finance teams to stay aligned and ensures accurate customer records for future campaigns or invoicing needs.
Marketing & Marketing OpsLearn how to automate Shopify on the Zapier blog
Frequently Asked Questions about Shopify + Zoho Books integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Shopify and Zoho Books
How do you connect Shopify with Zoho Books?
We connect Shopify to Zoho Books by setting up an integration that triggers when an order is created in Shopify. This action can automatically create a corresponding invoice, order, or customer in Zoho Books.
Can I customize the data fields sent from Shopify to Zoho Books?
Yes, during the integration setup, we allow you to map and customize which data fields are transferred from Shopify to Zoho Books. This customization process enables you to ensure that your data is accurately reflected in your accounting records.
What types of triggers are available for syncing Shopify with Zoho Books?
Triggers such as 'New Order', 'Updated Product', or 'Cancelled Order' in Shopify can initiate a series of actions within Zoho Books, including creating new invoices, updating existing records, or generating reports.
Is it possible to sync inventory levels between Shopify and Zoho Books automatically?
Yes, by setting up specific actions triggered by product updates or sales transactions within Shopify, our integration can automatically adjust inventory levels within Zoho Books, ensuring both platforms are kept up-to-date.
How do we handle errors during the integration process between these two platforms?
If issues arise during the integration process between Shopify and Zoho Books, our system provides detailed error logs and notifications. These tools help you quickly identify and resolve any data transfer problems encountered.
Are there limits on the number of transactions that can be synced daily between Shopify and Zoho Books?
Currently, there may be daily transaction limits imposed by either platform's API. We recommend checking both Shopify's and Zoho's documentation for any specific limitations on data transfers.
Can I automate tax calculations from orders imported into Zoho Books from Shopify?
Yes, when orders from Shopify are imported into Zoho Books via our integration, you can automate the inclusion of tax calculations based on predefined rules set up within your accounting system.