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Integrate Zoho Books with Shopify to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Zoho Books with Shopify - no code necessary. See how you can get setup in minutes.

Select a trigger from Zoho Books

A trigger is an event that starts your Zap and runs the workflow. For example, with Zoho Books, a trigger could be "New Customer."

A trigger is the event that kicks off your automated workflow.

Setup an action from Shopify

An action is what takes place after the automation is triggered. For example, with Shopify, the action could be "Add Line Item to Order."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Zoho Books to Shopify

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Set up your first integration

Quickly connect Zoho Books to Shopify with a Zapier template.

Our most popular template

Create sales invoices in Zoho Books for new paid orders in Shopify
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Shopify + Zoho Books
Create new Zoho Books items for each new Shopify product
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Shopify + Zoho Books
Create sales invoices in Zoho Books for new paid orders in Shopify
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Shopify + Zoho Books
Create Zoho Books items from new Shopify paid orders
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Shopify + Zoho Books
Create sales invoices in Zoho Books for new orders in Shopify
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Shopify + Zoho Books
Create new items in Zoho Books when new products are added in Shopify
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Shopify + Zoho Books

Create sales invoices in Zoho Books for new paid orders in Shopify

Premium

Shopify + Zoho Books

Create new Zoho Books items for each new Shopify product

Premium

Shopify + Zoho Books

Create sales invoices in Zoho Books for new paid orders in Shopify

Premium

Shopify + Zoho Books

Create Zoho Books items from new Shopify paid orders

Premium

Shopify + Zoho Books

Create sales invoices in Zoho Books for new orders in Shopify

Premium

Shopify + Zoho Books

Create new items in Zoho Books when new products are added in Shopify

Premium

Shopify + Zoho Books

Create Zoho Books customers from new Shopify orders
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Shopify + Zoho Books
Create sales invoices in Zoho Books for new refunds in Shopify
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Shopify + Zoho Books

Make work flow with AI

Level up your Zoho Books to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Zoho Books + Shopify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Zoho Books and Shopify

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.

Connect Zoho Books and Shopify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Zoho Books and Shopify to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Full Line Items Name
  Required
- Full Line Item Rate
  Required
- Full Line Item Quantity
  Required
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write

- Organization
  Required
- Invoice Number
Action
Search
- Blog
  Required
- Blog Entry Status
Trigger
Scheduled
Try It

Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It
- Abandoned Cart Age (Hours)
  Required
Trigger
Scheduled
Try It
New Draft Order
Triggers when a new draft order is created
Trigger
Instant
Try It
New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Scheduled
Try It
- Inventory Item
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
Try It
- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Full Line Items Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Email
- Contact First Name
- Contact Last Name
- Phone
- Title
  Required
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- First Name
- Last Name
- Email
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
  Required
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify Customer
- Address Line 1
- Street Address Line 2
- City
- Country Code
- State/Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
Action
Write
- Email
- Product
  Required
- Product Variant
- SKU (Stock Keeping Unit)
- Full Line Item Quantity
  Required
- Title
  Required
- Price
- Weight in Grams
- Price
- Rate
- Title
- A note about the company
- Discount Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
  Required
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Location
  Required
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- Product
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Order ID
  Required
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- Order ID
  Required
- Email
- A note about the company
- Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
  Required
- Additional Details
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
Action
Write
- Product
  Required
- Title
  Required
- Product_type
  Required
- Vendor
  Required
- Status
- Product Description
- Tags
  Required
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Full Line Items Name
  Required
- Email
Action
Search
- Order ID
  Required
Action
Search
- Order ID
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Product
  Required
- Title
  Required
- Exact Match
  Required
Action
Search
- Title
  Required
- Product_type
  Required
- Vendor
  Required
- Content
  Required
- Tags
  Required
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU (Stock Keeping Unit)
- Is Published?
- Publish to Point of Sale
Action
Search or write

- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Quantity
  Required
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Risk Level
Trigger
Scheduled
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It
New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- Order ID
  Required
- Type of Line Item to Add
  Required
- Reason for Edit
- Notify the Customer?
Action
Write
- Blog
  Required
- Title
  Required
- Author Name
  Required
- Content
  Required
- Featured Image URL
- Excerpt/Summary
- Tags
  Required
- Is Published?
Action
Write
- Product ID
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Write
- Email
- Product
  Required
- Product Variant
- Full Line Item Quantity
  Required
- Title
  Required
- Price
- Weight in Grams
- A note about the company
- Discount Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
  Required
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
Action
Write
- Adjust or Set quantity?
  Required
- Full Line Items Name
  Required
- The reason for the quantity changes
  Required
- Location
  Required
- Product
  Required
- Product Variant
  Required
- Full Line Item Quantity
  Required
Action
Write
- Title
  Required
- Product_type
  Required
- Vendor
  Required
- Status
- Product Description
- Tags
  Required
- Collection ID
- Handle
- A note about the company
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Customer
  Required
- Tags
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Tags
  Required
- Phone
- A note about the company
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
Action
Write
- Product
  Required
- Product Variant
- Title
  Required
- Price
- Compare at Price
- SKU (Stock Keeping Unit)
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
Action
Search
- Owner_resource
  Required
- Owner_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Title
  Required
Action
Search
- SKU (Stock Keeping Unit)
Action
Search
- Full Line Items Name
  Required
- Email
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
  Required
- A note about the company
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- Product
  Required
- Title
  Required
- Exact Match
  Required
- Price
- Compare at Price
- SKU (Stock Keeping Unit)
- Inventory Policy
Action
Search or write

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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

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About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn more Help

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eCommerce

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Explore Zoho Books + Shopify Integrations

Explore Zoho Books + Shopify Integrations

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