Integration of Learnyst.com sales reports with Zoho Books

[finance.kaphalstudio]

I am using Learnsyt.com LMS Software for Online Courses sales where i sell online courses to students and i do accounting for the same in Zoho Books Accounting Software manually after downloading there excel reports. I want to integrate and automate it with zoho book using Pabbly so that all sales can be accounted on real-time basis.

My Transaction Flow is.
1. My Website and App is integrated with Learnsyt LMS Portal. Where All Courses are made and listed.
2. When student purchase a course on my website they Checkout at Learnsyst portal and for Payment Collection Razorpay Payment Gateway is integrated.
3. On Learnsyst I have reporting tab where i can see all Sales Data Invoice no. wise and separate report for Razorpay Settlements.
4. I download the Excel report monthly from there and Account the same in Zoho Books.
5. Than download razorpay settlement reports and Reconcile them.

Platforms Involved
1. Learsyst.com
2. Zoho Books India version. i.e Zohobooks.in
3. Razorpay Payment Gateway

 

[ArshilAhmad]

Hi @finance.kaphalstudio,

You can follow the steps provided in the video below to set up Learnyst as your trigger application and capture new purchases.

We assume you want to create sales invoices in Zoho Books for purchases made in Learnyst. To do this, you can set up Zoho Books as your action application by following the steps provided here:

We're still unsure how you want Razorpay to be used in this workflow. Could you please elaborate a bit on this?

 

[finance.kaphalstudio]

I want to Use Razorpay Collection and Settlement Reports in workflow to Mark Payment Collections as Received of those Invoices created by this Learnsyst and zoho workflow otherwise Zoho Books will show all invoices as overdue that is pending for payment collection

 

[finance.kaphalstudio]

Hi @finance.kaphalstudio,

You can follow the steps provided in the video below to set up Learnyst as your trigger application and capture new purchases.

We assume you want to create sales invoices in Zoho Books for purchases made in Learnyst. To do this, you can set up Zoho Books as your action application by following the steps provided here:

We're still unsure how you want Razorpay to be used in this workflow. Could you please elaborate a bit on this?

Can you create a dedicated video for Learnsyst to Zoho Book Accounting as above videos are confusing and for two separate purposes.

 

[ArshilAhmad]

I want to Use Razorpay Collection and Settlement Reports in workflow to Mark Payment Collections as Received of those Invoices created by this Learnsyst and zoho workflow otherwise Zoho Books will show all invoices as overdue that is pending for payment collection

Currently, we don't have an action event in Razorpay that allows you to fetch the settlement report. If you'd like this action event to be added to Pabbly Connect, you can submit your request on our dedicated platform:
https://pabbly.featureos.app/b/Update-Existing-Application

In the meantime, you can try executing this endpoint to see if it helps you fetch the settlements for a specific period.

https://razorpay.com/docs/api/settlements/fetch-all

Can you create a dedicated video for Learnsyst to Zoho Book Accounting as above videos are confusing and for two separate purposes.

We have forwarded your request to our video team.