Magento ZohoCRM Bidirectional Synchronization (Ultimate Edition)

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  • Magento ZohoCRM Bidirectional Synchronization (Ultimate Edition)
  • Magento ZohoCRM: Dashboard
  • Magento ZohoCRM: CRM User Accounts
  • Magento ZohoCRM: Mapping Attributes Customers & CRM Contacts
  • Magento ZohoCRM: CRM Contact Settings
  • Magento ZohoCRM: Report Synchronization Customers
  • Magento ZohoCRM: ZohoCRM Contact List
  • Magento ZohoCRM: Mapping Attributes Products & CRM Products
  • Magento ZohoCRM: CRM Products Settings for Mapping Attributes with Deleted Products
  • Magento ZohoCRM: ZohoCRM Product Information
  • Magento ZohoCRM: ZohoCRM Product Information with Images
  • Magento ZohoCRM: Smart Mapping Attributes
  • Magento ZohoCRM: ZohoCRM Potential List
  • Magento ZohoCRM: Cart in Magento Frontend
  • Magento ZohoCRM: ZohoCRM Potential Information
  • Magento ZohoCRM: ZohoCRM Potential Description
  • Magento ZohoCRM: ZohoCRM Campaign List
  • Magento ZohoCRM: ZohoCRM Quote List
  • Magento ZohoCRM: ZohoCRM Quote Information
  • Magento ZohoCRM: ZohoCRM Quote Items
  • Magento ZohoCRM: Payment Attributes
  • Magento ZohoCRM: ZohoCRM Sales Order List
  • Magento ZohoCRM: Order Information
  • Magento ZohoCRM: ZohoCRM Sales Order Information
  • Magento ZohoCRM: ZohoCRM Sales Order Items
  • Magento ZohoCRM: ZohoCRM Invoice List
  • Magento ZohoCRM: ZohoCRM Activity List
  • Magento ZohoCRM: ZohoCRM Task Information
  • Magento ZohoCRM: ZohoCRM Task Description
  • Magento ZohoCRM: ZohoCRM Dashboard
  • Magento ZohoCRM: Synchornization Queue
  • Magento ZohoCRM: Synchronize Data in Queue via Popup Ajax Window
  • Magento ZohoCRM: Load data from ZohoCRM in Magento Admin Panel
  • Magento ZohoCRM: Synchronization Log
  • Magento ZohoCRM: Setup Workflow for ZohoCRM Event after save data
  • Magento ZohoCRM: Setup Loading Data in Schedule
  • Magento ZohoCRM: Module Settings Information
  • Magento ZohoCRM: Module Settings Process Events

Magento ZohoCRM Bidirectional Synchronization (Ultimate Edition) (2.0)

The complete solution for synchronizing automatically data bidirectional between Magento stores and ZohoCRM system.

Magento Version
  • Community Edition: From 1.3.x to 1.9.x
  • Enterprise Edition: From 1.9.x to 1.14.x
Zoho CRM Edition: Free, Standard, Professional, Enterprise & CRM Plus.
Notes: Best for ZohoCRM Professional, Enterprise & CRM Plus. ZohoCRM Free & Standard Accounts haven't modules Products, Campaigns, Quotes, SalesOrders and Invoices.
Perfectly Compatible with Security Patch: SUPEE-8788.

Live Demo Information

Availability: In stock

$699.00

* Required Fields

$699.00

Benefits

When using Magento ZohoCRM Bidirectional Synchronization (Ultimate Edition), you added more additional utilities for your Magento stores in the sales and customers management:

  • Replace professionally Inventory Management systems for your Magento stores (ZohoCRM is not only a customer care and marketing online system but also an inventory management system);
  • Follow your customers: Number orders that customer placed, what were they purchased or are they interesting;
  • Analysis potentials that created from customers when customers create quotes (shopping carts), place orders, process orders...;
  • Report about promotion programs: Analysis total revenue, total orders, total customers...;
  • Create Quotes (Cart data), Sales Orders, Invoices for any customers (registered or not logged in) of Magento stores from ZohoCRM – a good replacement for the Quotation system on your stores;
  • Allow customers and you – the store owners - are able to negotiate price when customers go shopping. You can edit price in carts, orders or invoices for invidualcustomer;
  • Use ZohoCRM to customize Quotes, Sales Orders and Invoices tempate and export & print them for customers via pdf downloadable documents;
  • Use other great applications that are provided from Zoho Corporation such as Zoho Invoices, Zoho Books, Zoho Creators, Zoho Projects, Zoho Supports...;
  • And specially is reducing fee in human management activities!

How does it work?

Depending on the configuration of the user that data will automatically be synchronized immediately from the Magento store into ZohoCRM system and backwards as soon as the data is updated or data will be synchronized simultaneously from the Magento via PHP Cron job.

Magento ZohoCRM Bidirectional Synchronization (Ultimate Edition)

Where are more differences?

Besides the basic features allows all of most Magento data types into ZohoCRM, our solution supports the superior features compared with all the same type products, such as:

  • Supports 4 solutions for synchronizing data from Magento stores into ZohoCRM: Allows synchronizing data instantly after data is saved; allows clicking synchronize records directly in Report Pages; allows running synchronize data smartly in Queue by Ajax technique or based on schedule (via PHP Cronjob) (UNIQUE);
  • Supports 3 solutions for synchronizing data from ZohoCRM into Magento stores: Allows synchronizing data instantly after data in ZohoCRM is saved; allows loading records from ZohoCRM into Magento store via “Load data instantly” Page in Magento Backend or setup loading based on schedule (via PHP Cronjob);
  • Supports 26 mapping types between Magento stores with ZohoCRM system (UNIQUE);
  • Support processing for 10 events data after save in Magento backend and 7 events data after save in Magento frontend (UNIQUE);
  • Allows merging all Magento guests and customer account that have the same email address into only a ZohoCRM Account or ZohoCRM Contact (HOT);
  • Allows merging customers / newsletter subcribers of the multi stores on the different Magento installations (HOT);
  • Allows managing Product's Image Gallery from ZohoCRM (UNIQUE);
  • Allows synchronizing completely information of Quotes, Orders and Invoices even the products of them were deleted (UNIQUE);
  • Allows using Price Books in ZohoCRM Quotes, Sales Orders and Invoices;
  • Allows mapping smartly manually between Magento attributes and ZohoCRM fields / custom fields;
  • Allows controlling deleting leads, accounts, contacts, products and campaigns in ZohoCRM when corresponding customers, subscribers, customer's addresses, products or promotion rules are deleted in Magento store (UNIQUE);
  • Allows exporting option values of multi-choice attributes to file (easily to add / import them into ZohoCRM picklist field) (UNIQUE);
  • Supports reporting synchronizing statuses by pie charts;
  • Allows saving the log of all actions of data synchronization;
  • Easily for installing - Enable your Magento cache first and upload all our folders and files into your Magento root folder, then refresh your Magento cache, so you are done!
  • No overwrite any file in your Magento store!

The beginning for a new synchronization generation

2016-09-06 22:50:31

  • Version number: 2.0
  • Stability: Stable
This is a new version with many basic changes:
  • Allows selecting synchronize Magento Customers to ZohoCRM Accounts or Contacts. When using workflow synchronize Customers to Accounts, we should mapping Customer's Email with Account Name. When using workflow synchronize Customers to Contacts, Company in each Address will be synchronized a ZohoCRM Account and Company Name is Account Name;
  • Allows mapping and synchronizing Guest's Information (Who Placed Orders but Not Registered Customers) with ZohoCRM Accounts or Contacts;
  • Allows mapping and synchronizing Deleted Products (Products that were deleted but they have ever added into Carts, Orders, Invoices, Shipments or Credit Memos) with ZohoCRM Products;
  • Allows mapping values in each Magento Attribute has multi-choices with ZohoCRM Picklist field;
  • Fix all bugs when synchronize Sales Orders from ZohoCRM into Magento.

 

More flexibility with a new big change

2014-04-29 22:50:31

  • Version number: 1.2
  • Stability: Stable
Now, module allowed using Price Books in ZohoCRM Quotes, Sales Orders and Invoices.

 

Recognize Customers via Guests and Prevent deleting objects in ZohoCRM

2014-04-06 04:08:40

  • Version number: 1.1.5
  • Stability: Stable
Add three new great features:
  • Allows merging all Magento guests and customer account that have the same email address into only a ZohoCRM Account;
  • Allows merging customers / newsletter subcribers of the multi stores on the different Magento installations;
  • Allows or disallows deleting leads, accounts, contacts, products and campaigns in ZohoCRM when corresponding customers, subscribers, customer's addresses, products or promotion rules are deleted in Magento store.

 

Replace for the Quotation system on your Magento stores

2014-03-15 21:18:37

  • Version number: 1.1.4
  • Stability: Stable
With this version, you can really create the quotations for your customers from ZohoCRM and you use ZohoCRM to export & send quotation pdf to your customers via email. After that, as soon as your customers logged in store, they can place order with created cart.
Beside it, in this version, we also fixed some bugs:
  • Can't create order in Magento Admin;
  • Calculate subtotal and shipping fee of saleorders and invoices are incorrect;
  • Convert ZohoCRM SalesOrder into Invoice and change Invoice from status Created to Approved (in Magento store will be Paid) but in Magento Order, items not change status to Invoiced.

 

More powerful and flexible with new released version 1.1.3

2014-02-23 02:42:42

  • Version number: 1.1.3
  • Stability: Stable
Add two new great features:
  • Allows synchronizing Potentials, Quotes, SalesOrders and Invoices even when products were deleted;
  • Allows exporting option values of multi-choice attributes to file (easily to add them into zoho picklist field).

 

Magento ZohoCRM is now really synchronize instantly data bi-direction

2014-02-01 16:51:13

  • Version number: 1.1.2
  • Stability: Stable
This is the UNIQUE Magento extension over the world that really allows synchronizing bi-directional data instantly between online shopping stores built on Magento platform and Customer Relationship Management system Zoho (Zoho CRM). Besides the advantage utilities that provided by Zoho CRM, integrate with the great features such as synchronize all types of data, synchronize data instantly, synchronize data based on plan (cron job), synchronize magento newsletter subscribers, customers to zoho leads, accounts & contacts..., auto-create potential to analyze quotes & accounts, statistics by charts and save the log of statuses of data synchronization process, surely this would be a powerful tool to enhance effectively the controlling your business and promoting your products to customers.
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Solutions for synchronizing data from Magento into ZohoCRM      
Synchronize data instantly as soon as data is saved YES YES YES
Synchronize data by clicking directly on link of data in corresponding Reporting Page in Magento Backend YES YES NO
Synchronize data by running synchronization queue via Popup Ajax Window in Magento Backend YES YES YES
Synchronize data by running synchronization queue via PHP Cron job YES YES YES
Support setting multi ZohoCRM user accounts and auto-change user account when current user's number call ZohoCRM API is limited
YES YES NO
Auto mapping between default Magento attributes and default ZohoCRM fields
YES YES YES
Allow customizing mapping manually between Magento attributes and ZohoCRM fields / custom fields YES YES NO
Allow setting default value (with adding attribute / field codes) for Magento attribute / ZohoCRM field when value of Magento attribute / ZohoCRM field is empty
YES YES YES
Allow mapping smartly (multi-mapping at the same submission) manually between Magento attributes and ZohoCRM fields / custom fields YES YES NO
Allow exporting option values of Magento multi-choice attributes to file (easily to add / import them into ZohoCRM picklist field) YES YES NO
Allow mapping option values of Magento multi-choice attributes with values of ZohoCRM picklist fields
YES YES NO
Allows controlling deleting data in ZohoCRM when corresponding data in Magento store are deleted
YES YES NO
Allow statistics/reporting state of synchronized data by data sheets and by Pie charts YES YES NO
Allow managing synchronization queue (add new, run synchronizing, delete, interrupt items)
YES YES NO
Allow saving the log of all actions of data synchronization YES YES YES
Send notification mail to selected administrators as soon as all synchronization queue items are finished. YES YES NO
       
Solutions for synchronizing data from ZohoCRM into Magento
     
Synchronize data instantly as soon as data is saved (need creating automation workflow rules)
YES YES YES
Load ZohoCRM data instantly in Magento Backend
YES YES YES
Import ZohoCRM list data via Popup Ajax Window in Magento Backend
YES YES NO
Import ZohoCRM list data via PHP Cron job.
YES YES NO
       
Support synchronizing data for analyzing customer behaviour      
Synchronize Magento Customers (have no cart & order) into ZohoCRM Leads
YES YES YES
Synchronize Magento Customers (have aleast a cart / order) into ZohoCRM Accounts (allow converting Lead to Account)
YES YES YES
Synchronize Magento Customers (have aleast a cart / order) into ZohoCRM Contacts (allow converting Lead to Contact) YES YES YES
Synchronize Magento Customer's Addresses into ZohoCRM Contacts (after Customer's Information is synchronized into ZohoCRM Account / Contact)
YES YES YES
Synchronize Company Name in Magento Customer's Address into ZohoCRM Account (after Customer's Information and Customer's Addresses are synchronized into ZohoCRM Contacts)
YES YES YES
Synchronize Magento Guests (who placed orders but currently are not customers or email addresses are not in list of customers) into ZohoCRM Accounts
YES YES YES
Synchronize Magento Guests (who placed orders but currently are not customers or email addresses are not in list of customers) into ZohoCRM Contacts YES YES YES
Synchronize Magento Guest's Addresses into ZohoCRM Contacts (after Guest's Information is synchronized into ZohoCRM Account / Contact) YES YES YES
Synchronize Magento Visitor Subscribers (Newsletter Subscribers but are not Customers) into ZohoCRM Leads YES YES YES
Synchronize Magento Carts & Orders into ZohoCRM Potentials.
YES YES YES
       
Support synchronizing data for managing inventory and sales activities
     
Synchronize Magento Products, Product's Image Gallery into ZohoCRM Products
NO YES YES
Synchronize Magento Deleted Products (Items in Carts, Orders, Invoices, Shipments and Credit Memos) into ZohoCRM Products (the completely synchronization solution for Magento Quotes, Orders and Invoices even the products of them were deleted)
NO YES YES
Synchronize Magento Catalog Price Rules & Shopping Cart Price Rules into ZohoCRM Campaigns
NO YES YES
Synchronize Magento Carts into ZohoCRM Quotes
NO YES YES
Allow Store's Owners and Customers are able to negotiating price by changing price in ZohoCRM Quote
NO YES YES
Synchronize Magento Orders, Invoices into ZohoCRM Sales Orders, Invoices
NO YES YES
Allow importing ZohoCRM Quotes, Sales Orders, Invoices into Magento Carts, Orders, Invoices NO YES YES
Allow mapping attributes in Magento Order / Invoice Payment Methods with ZohoCRM Sales Order / Invoice custom fields
NO YES YES
Synchronize Statuses History of Magento Orders / Invoices / Shipments / Credit Memos into ZohoCRM Events YES YES YES
Synchronize Comments of Magento Orders / Invoices / Shipments / Credit Memos into ZohoCRM Tasks. YES YES YES
       
Additional features
     
Easily translated into the local languages YES YES YES
Free Professional Installation Service YES YES YES
Tracking Old Data Synchronization
+$100 +$200 NO
Six (06) months free support and fix bugs YES YES NO
Lifetime free download updated versions YES YES NO
Request customization (not free) Contact Us Contact Us NO
Pricing $269.00 $699.00 7 Days
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ULTIMATE FREE TRIAL
       
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Installation guide

  • After purchasing, your downloadable files and serial key will be sent to your email. The file that you can download normally is a zip file there name is magento-zohocrm-ultimate.zip;
  • Enable your Magento Cache first. Then, use FTP client (like Filezilla, WinSCP, cuteFtp...) to upload (copy) all folders and files in package magento-zohocrm-ultimate.zip to your Magento site root folder. This will not overwrite any existing files, it only add new files to the folder structure;
  • After uploading is done, log in your Magento administration panel to refresh cache and refresh user role's permission by way go to System Cache Management, select all caches, take action “Refresh” then submit and System Permission Roles, find Role of current admin account, find all rules of module (select all children nodes of ZohoCRM Synchornization** node) and re-save Role information;
  • Navigate to System Configuration, if you can see tab CRM4Ecommerce Extensions or you see menu item ZohoCRM Synchronization** on menu bar, it means extension installed successfully. Remember to put your serial key to the Serial Key Information in ZohoCRM Synchronization** Module Settings so that the module could be activated;
  • Now if you get Access denied error when click on the extension tab (or when you clich on menu item ZohoCRM Synchronization** Module Settings), you need to log out admin panel and log in again;
  • Go to Module Settings in administration panel again and try to process, surely that everything will be made you happily.

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