Zoho Inventory

Zoho Inventory is a cloud inventory management software for growing businesses with order management, end-to-end tracking, warehouse management, etc., developed by ZOHO Corporation.

Data Integration: Skyvia supports importing data to and from Zoho Inventory, exporting Zoho Inventory data to CSV files, replicating Zoho Inventory data to relational databases, and synchronizing Zoho Inventory data with other cloud apps and relational databases.

Backup: Skyvia Backup supports Zoho Inventory.

Query: Skyvia Query supports Zoho Inventory.

Establishing Connection

Getting Credentials

While creating a connection to Zoho Inventory, you need to enter Organization Id in case you work with a multiple organizataions.

To get your Organization Id:

  1. Click Settings near your company profile icon in the top right corner.

    Settings button

  2. Click Organization Profile.

    Zoho Inventory Settings

  3. Look for your organization id in the header.

    Zoho Inventory Organization Profile

Creating Connection

Zoho Inventory Connection

To create a Zoho Inventory connection:

  1. Select a Zoho Inventory data center location from the Data Center dropdown.
  2. Enter your Organization Id.
  3. Click Sign In with Zoho and enter your Zoho login credentials.
  4. Click the Create Connection.

Additional Connection Parameters

Suppress Extended Requests

For some objects, Zoho Inventory API returns only part of the fields when querying multiple records. To query values of lacking fields, Skyvia performs additional extended requests. Such API requests can be performed for each record of such object. However, this can decrease performance and significantly increase the number of API calls used.

The additional fields are the following:

OBJECT FIELD
Bills LineItems
Bundles LineItems
CompositeItems MappedItems
Contacts BillAddr_, ShipAddr_, Twitter, Facebook, Notes
CreditNotes LineItems
Invoices LineItems
Items CustomFields, CustomFieldHash, Batches
ItemAdjustments LineItems
Packages LineItems
Pricebooks PricebookItems
PurchaseOrders LineItems
PurchaseReceives BillAddr_, ShipAddr_, ContactCategory, SubmittedDate, SubmittedBy, SubmittedByName, SubmittedByEmail, SubmittedByPhotoUrl, SubmitterId, ApproverId, ApprovalReason, ApproversList, CurrencyId, CurrencyCode, CurrencySymbol, IsInclusiveTax, ContactPersons, Documents, IsBilled, IsPOMarkedAsReceived, PaymentTerms, PaymentTermsLabel, Bills, Notes, LineItems, IsTrackingSupported, TrackingNumber, TrackingLink, ExpectedDeliveryDate, ShipmentDeliveredDate, Carrier, DeliveryMethod, DeliveryMethodId, TrackingStatuses, CustomFields, CustomFieldHash, CreatedById, LastModifiedById
SalesOrders LineItems
SalesReturns LineItems
ShipmentOrders BillAddr_, ShipAddr_, SalesOrderDate, SalesorderFulfilmentStatus, ShipmentStatus, DetailedStatus, StatusMessage, TrackingCarrierCode, Service, DeliveryDays, SourceId, SourceName, DeliveryGuarantee, ReferenceNumber, CustomerId, ContactPersons, CurrencyId, CurrencyCode, CurrencySymbol, ExchangeRate, Discount, IsDiscountBeforeTax, DiscountType, EstimateId, DeliveryMethod, DeliveryMethodId, TrackingLink, LastTrackingUpdateDate, ExpectedDeliveryDate, ShipmentDeliveredDate, MultipieceShipments, ShipmentType, IsTrackingEnabled, IsFormsAvailable, IsEmailNotificationEnabled, TrackingStatuses, Invoices, LineItems, SubTotal, TaxTotal, Total, Taxes, PricePrecision, IsEmailed, Notes, CustomFields, CustomFieldHash, TemplateId, TemplateName, TemplateType, Packages, Documents, AssociatedPackagesCount, CreatedById, LastModifiedById
TransferOrders LineItems, CustomFields, CustomFieldHash

To reduce the number of API calls, you can select the Suppress Extended Requests checkbox.

Connector Specifics

Object Peculiarities

ShipmentOrders

This objects requires mapping the SalesOrderId and the PackageIds fields for the Update operation. You can list several values, separated by commas when mapping the PackageIds fields.

Filtering Specifics

The UpdatedDate field in the Items, SalesOrders, Contacts, Invoices, PurchaseOrders, and Bills objects supports filters with >= and > operators.

Use these filters to improve performance and save API calls. You can use filters with other fields or operators, but it may increase API call usage.

Complex Structured Data

Invoices, Bills, ItemAdjustments, PurchaseOrders, SalesOrders, and TransferOrders objects store complex-structured data. Skyvia represents this information as a LineItems JSON field. Here is an example of the LineItems field value from the Invoice object:

Some of the Zoho Inventory tables store complex structured data. These are the following tables: Invoices, Bills, ItemAdjustments, PurchaseOrders, SalesOrders, TransferOrders. For example, an invoice or a purchase order can have several lines. Skyvia represents this information in such tables as a JSON field LineItems. Here is an example of the LineItems field value from the Invoice object:

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[
  {
    "documents": [],
    "item_id": "369175000000122053",
    "is_combo_product": false,
    "account_id": "369175000000000388",
    "account_name": "Sales",
    "sku": "",
    "salesorder_item_id": "",
    "project_id": "",
    "time_entry_ids": [],
    "expense_id": "",
    "expense_receipt_name": "",
    "name": "ServiceItem",
    "description": "sample description",
    "item_order": 0,
    "bcy_rate": 148.92,
    "rate": 148.92,
    "quantity": 1,
    "unit": "kg",
    "discount": 0,
    "tax_id": "369175000000044076",
    "tax_name": "Tax_our",
    "tax_type": "tax",
    "tax_percentage": 15,
    "item_total": 148.92,
    "tags": [
      {
        "tag_option_id": "369175000000085213",
        "is_tag_mandatory": false,
        "tag_name": "testTag",
        "tag_id": "369175000000000333",
        "tag_option_name": "option1"
      }
    ],
    "item_custom_fields": [],
    "item_type": "sales_and_purchases"
  }
]

For user convenience, data stored in the lines is also available as separate records in objects with *Lineitems suffix in their names (InvoiceLineItems, BillLineItems, etc). Since the objects with the *Lineitems suffix in their names are read-only, they can not be used in Synchronization and as a Target in Import. To make changes to the line in a Zoho Inventory object, you need to have your updated line data in a JSON format and map it to the LineItems field.

The objects with the *Lineitems suffix in their names can be found in Backup. You cannot restore data to these objects, as they are read-only. Instead, make changes to the corresponding main (suffixless) objects and those changes will be applied to the objects with *Lineitems suffix automatically.

DML Operations Support

Operations Objects
INSERT, UPDATE, DELETE Bills, ContactPersons, Contacts, Currency, CustomerPayments, InvoiceCreditsApplied, Invoices, ItemGroups, Items, Package, PurchaseOrders, SalesOrders, TaxAuthorities, Taxes, Users, PurchaseReceives, ShipmentOrders
INSERT, UPDATE Organizations
INSERT, DELETE TransferOrders, ItemAdjustments, InvoiceCreditsApplied

Zoho Inventory API Calls Limit

By default, Zoho Inventory has a 1000 API calls per day and 60 API calls per minute limit. Performing backup, replication, or querying all the data from complex objects may quickly use all the API calls available. For example, querying LineItems field values uses additional requests.

Supported Actions

Skyvia supports all the common actions for Zoho Inventory.