Woocommerce order to zoho books

[4friends]

I have made all steps right in pabbly and orders are sent to zoho books but i have problem that invoice sent to zoho is not compelete its synced onlt one items and some time there are many purchased items by customer but in zoho apear only one item

also discount and shipping charges are always appear like this (shipping charges and miscleanious charges are not to be synced becuase you are registered in VAT please add them as line item.

so please any one can help to check our process and fix the issue

thanks

 

[Pabblymember11]

Hey @4friends

I have made all steps right in pabbly and orders are sent to zoho books but i have problem that invoice sent to zoho is not compelete its synced onlt one items and some time there are many purchased items by customer but in zoho apear only one item

also discount and shipping charges are always appear like this (shipping charges and miscleanious charges are not to be synced becuase you are registered in VAT please add them as line item.

so please any one can help to check our process and fix the issue

For your concern, you can use the Data Transformer: Line Itemizer action step so in that way you can pass the all the line items which is coming from WooCommerce.

You can refer to the following video tutorial on how you can use the Line Itemizer action step in your workflow.

Kindly try this at your end and let us know if that works for you.

 

[Kannan]

Hey @4friends


For your concern, you can use the Data Transformer: Line Itemizer action step so in that way you can pass the all the line items which is coming from WooCommerce.

You can refer to the following video tutorial on how you can use the Line Itemizer action step in your workflow.

Kindly try this at your end and let us know if that works for you.

How to use this for shopify integration with zoho books to create invoice? Where to add data transformer in the pabbly connect workflow? Can you share the corresponding demo / video of the same?

 

[Pabblymember11]

Hey @Kannan

To process the data from Shopify to Zoho Books.

How to use this for shopify integration with zoho books to create invoice? Where to add data transformer in the pabbly connect workflow? Can you share the corresponding demo / video of the same?

You can refer to the following video tutorial on how you can use the "Data Transformer" action step.

 

[Kannan]

Hi, The data transformer does't seems to have the zoho listed. How do I create create sales invoice in zohobooks if there are more than 1 item ordered by customers (via shopify). Currently, the invoice creation fails for multiple items/products in a single order.

 

[Pabblymember11]

Hey @Kannan

If you are getting multiple line items on your Shopify trigger event then you can use the "Data Transformer: Line Itemizer" action step to process the invoice with line item support.

You can refer to the following video tutorial on how you can use the Line Itemizer action step.

 

[Kannan]

For existing customer, invoice creations fails as the 'contact id' is not being captured in the customer (required) field. Either I get "Invalid value passed for Select Customer" or "JSON is not well formed". How to get the correct format of customer for zoho books invoice creation using itemizer.

 

[Pabblymember11]

Hey @Kannan

As we can see in your workflow you have passed the customer's name in place of the customer Id and because of that it is causing errors while creating invoices.

So, kindly pass on the customer Id correctly and then try again.

 

[Kannan]

Hi, Have tried all that. Irrespective of whichever field we pass, it shows the same error.

 

[Pabblymember11]

Hi, Have tried all that. Irrespective of whichever field we pass, it shows the same error.

We have made the required changes and mapped the contact Id, so it should work accordingly.

 

[Kannan]

This worked arbitrarily and now stopped. Getting code 6 error JSON is not well formed and fails on customer specs for both new and existing customers.

 

[Pabblymember11]

This worked arbitrarily and now stopped. Getting code 6 error JSON is not well formed and fails on customer specs for both new and existing customers.

Please share the task history ID in which you have noticed the same so that we can look into it.

 

[Kannan]

Task History ID: IjU3NjAwNTZjMDYzNTA0MzA1MjZhNTUzMDUxMzU1MTZiNTQzNiI_3D_pc
Task Error Detail:

{
"code": "1038",
"message": "JSON is not well formed"
}

 

[Pabblymember11]

Hey @Kannan

As we saw from your workflow, you haven't set the Zoho action step correctly to create the invoice.

Whereas we have mapped the Contact Person ID in square brackets and mapped the Customer Id as well.

Though we have then tried running it but afterward we get the "Both CGST and SGST have to be applied, as this is an intra-state transaction" error message and it appears that you might not have configured the Tax section in your Zoho account or set up the action step accordingly.

 

[Sreejith]

I m getting same problem can anybody help?

 

[Sreejith]

I m also not getting Invoice number and invoice date

 

[ArshilAhmad]

Pabbly

connect.pabbly.com

I m getting same problem can anybody help?

Please click on 'Re-Capture Webhook Response' and capture a new multi-product order from WooCommerce in your trigger step. Then, in the Line Itemizer step of your workflow, click on 'Save & Send Test Request', which will provide you with comma-separated line items as shown in the video shared below.

Finally, in the 'Zoho Books: Create Sales Order' action step, map the comma-separated Line Item Name and Line Item Description from the Line Itemizer step of the workflow, instead of directly from the WooCommerce trigger step, and check if that resolves your issue.

 

[Sreejith]

I m getting error " Specify either a Tax or Tax Exemption."
https://connect.pabbly.com/workflow...JVGkNGVBUBlAGdQAZBipQU1QuAUwBelEyATIKVAQsVTQ#

 

[Preeti Paryani]

Hello @Sreejith,

Upon reviewing the action step, we noticed the following:

1. Under the Line Items field, only one item has been mapped.
2. However, under the Tax ID field, two tax IDs have been mapped.
3. Additionally, under the Tax Exemption ID field, a tax amount has been mapped instead of the appropriate ID.

These discrepancies could be the reason behind the error. We recommend ensuring that all fields are mapped correctly and consistently to avoid encountering this issue.

 

[Sreejith]

Thank you so much Preeti Paryani you are Great, it's working Now ,But Why I m not getting any Invoice Field in Line items? .Is this trigger work only if the customer already available on Zoho books? or I have to create another trigger to create/Send Customer from Woocommerce to Zoho books?
How can I Only Send particular Order Which Order Status is in "Completed" and then only sent to Zoho Books