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296.39

v 18.0 Third Party 3
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Lines of code 8048
Technical Name oz_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Calendar (calendar)
Contacts (contacts)
Lines of code 8048
Technical Name oz_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0

Odoo Zoho Integration

This module delivers a robust and seamless integration between Odoo and Zoho CRM, enabling real-time two-way synchronization of essential business data. It ensures that your teams are always working with up-to-date and accurate information across platforms.

The integration supports comprehensive syncing for the following Zoho modules: Companies, Contacts, Leads, Opportunities, Vendors, Quotations, Sales Orders, Purchase Orders, Products, Users, and Currency.

Additionally, it fully supports all major activity types, including: Calls, Emails, Meetings, Tasks, and Notes — ensuring your team has a complete view of all interactions with customers and prospects.

The connector eliminates data duplication, automates lead and deal updates, streamlines quotation and sales workflows, and boosts team collaboration. With real-time syncing and activity tracking, users can manage deals, vendors, and transactions directly from Odoo while keeping Zoho updated instantly.

Ideal for organizations seeking a unified, efficient, and reliable bridge between Odoo and Zoho CRM, this integration empowers your teams with enhanced productivity, stronger customer engagement, and centralized data management.

Sync Zoho Companies, Contacts, and Users seamlessly with Odoo for centralized partner management.
Bidirectional sync of Leads and Opportunities ensures your CRM pipeline remains accurate and aligned.
Automatically sync activities like calls, emails, meetings, tasks and notes with full context.
Sync Zoho Vendors with Odoo partners to streamline procurement and vendor management processes.
Sync Zoho Quotations and Sales Orders directly with Odoo sales modules for accurate transaction records.
Sync Zoho Purchase Orders with Odoo for seamless procurement tracking and order fulfillment.
Keep your Zoho Products and Odoo Product Catalog in sync with pricing, inventory, and category mapping.
Manage Currency synchronization for accurate multi-currency transactions across platforms.
Custom field mapping support to sync Zoho custom fields with Odoo for complete data parity.
Skips unchanged records using hash comparison for faster and optimized background sync jobs.
Sync specific Zoho records by record ID using the wizard for granular control.
User-friendly UI with one-click manual sync or scheduled sync using cron jobs.

Screenshots

Activate the Odoo-Zoho Integration.


Open the Zoho Developer Console, enter the Scope, Time Duration, and Scope Description, and then click on 'Create'.


First, click on 'CRM'. Next, select 'Production', and then click on 'Create'.


Copy the 'Scope Name'.


Copy the 'Scope Name' and paste it into the 'Scope Code' field.


Click on 'Client Secret', then copy the 'Client ID' and 'Client Secret'.


Copy the 'Client ID' and 'Client Secret', and paste them into the respective 'Client ID' and 'Client Secret' fields. Turn on the 'Is Connected' toggle button, then click on the 'Generate Access Token' button, and finally, click on 'Test API Connection'.


Click on Zoho 'Settings', then click on 'User', and copy the User ID.


Copy the 'User ID' and paste it into the 'API User ID' field.


Click on the 'Import User Fields' button so that 'Field Mapping' and 'Dropdown Mapping' are automatically mapped.


Go to Settings, click on 'Role and Sharing', then click on 'CEO' and copy the 'CEO ID'. Next, click on 'Manager' and copy the 'Manager ID'. Finally, click on 'Employee' and copy the 'Employee ID'.


1- Paste the 'CEO ID' into the dropdown., 2- Paste the 'Manager ID' into the dropdown., 3- Paste the 'Employee ID' into the dropdown.


Activate the 'Odoo to Zoho' scheduler and turn it on. Then, enable the 'Sync to Zoho' toggle button in the company record to automatically sync data to Zoho. Similarly, activate the 'Zoho to Odoo' scheduler and enable its toggle button to sync data from Zoho to Odoo.


Click on 'Sync Odoo to Zoho'. This will turn on the 'Sync to Zoho' toggle in the company record, and the record will be synced to Zoho.


If the toggle button for the Odoo company is turned on, all related modules will be synced to Zoho. Similarly, if the toggle is enabled in the Zoho record, related modules will be synced to Odoo.


If the activity toggle button for the company in both Odoo and Zoho is turned on, the company and its related activities will be synced.


Click on 'Zoho to Odoo', select the module name in the 'Zoho Module Name' field, enter the record IDs in the 'Zoho Record IDs' field, and then click on 'Sync Zoho to Odoo'.


Copy the Zoho User ID, paste it into the Odoo wizard view, and select the 'User' module.


Zoho User has been successfully synced to Odoo.


Click on the 'Get Currency' button to fetch all currencies from Odoo and Zoho.


Create a company in Odoo, turn on the 'Sync to Zoho' toggle button, and click on 'Sync to Zoho'.


Odoo company successfully created in Zoho.


Create an 'Account' in Zoho, then copy the Zoho Account ID, enter it in the 'Account ID' field of the wizard, and select the 'Account' module.


Zoho Account successfully created in Odoo.


Create a contact in Odoo, then go to the instance. Under the 'Contact' tab, click on the 'Sync Odoo to Zoho' button.


Odoo contact successfully created in Zoho.


Create a contact in Zoho, then go to the instance. Under the 'Contact' tab, click on the 'Sync Zoho to Odoo' button.


Zoho contact successfully created in Odoo.


Create a lead in Odoo, and then activate the scheduler.


Odoo lead successfully created in Zoho.


Create a lead in Zoho, and then activate the scheduler.


Zoho lead record successfully created in Odoo.


Create a Opportunity in Odoo, and then activate the scheduler.


Odoo deal record successfully created in Zoho.


Create a Opportunity in Zoho, and then activate the scheduler.


Zoho deal record successfully created in Odoo.


Create a Product in Odoo, and then activate the scheduler.


Odoo product successfully created in Zoho.


Create a Product in Zoho, and then activate the scheduler.


Zoho product successfully created in Odoo.


Create a quotation in Odoo, and then activate the scheduler.


Odoo Quotes successfully created in Zoho.


Create a quotation in Zoho, and then activate the scheduler.


Zoho Quotes successfully created in Odoo.


Create a "Sales Order" in Odoo, and then activate the scheduler.


Odoo "Sales Order" successfully created in Zoho.


Create a "Sales Order" in Zoho, and then activate the scheduler.


Zoho "Sales Order" successfully created in Odoo.


Create a "Vendor" in Odoo, and then activate the scheduler.


Odoo "Vendor" successfully created in Zoho.


Create a "Vendor" in Zoho, and then activate the scheduler.


Zoho "Vendor" successfully created in Odoo.


Create a "Purchase Order" in Odoo, and then activate the scheduler.


Odoo "Purchase Orders" successfully created in Zoho.


Create a "Purchase Order" in Zoho, and then activate the scheduler.


Zoho "Purchase Orders" successfully created in Odoo.


📦 Version 1.0.0 – Initial Release

  • First stable release of Zoho – Odoo 15, 16, 17, 18 Connector.
  • Supports manual and scheduled sync of:
    • Companies
    • Contacts
    • Leads
    • Opportunities
    • Vendors
    • Quotations
    • Sales Orders
    • Purchase Orders
    • Products
    • Users
    • Currency
    • Activities (Calls, Emails, Meetings, Tasks, Notes)
  • Manual sync from both form view and list view buttons.
  • Automated sync using scheduled jobs with configurable intervals.
  • Real-time status feedback with detailed sync logs (success and error logs).
  • Seamless user interface with easy navigation and control panels.

Demo & Support

We're here to help! Whether you need assistance with Odoo app installation, customization, or have any technical or functional questions, our support team is just a call or click away. Choose your preferred method to connect with us - phone, email, or schedule a meeting. You can also explore our detailed video playlist for step-by-step guidance.

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FAQS

Is this app compatible with both Odoo Community and Enterprise editions?

Yes, this app works perfectly with both Odoo Community and Enterprise editions, including Odoo.sh and On-Premise setups.

What Zoho data can be synced with Odoo?

This module supports syncing of Companies, Contacts, Leads, Opportunities, Vendors, Quotations, Sale Orders, Purchase Orders, Products, Users, Currencies, and Activities including Calls, Emails, Meetings, Tasks, Notes.

How does the sync process work?

You can manually sync individual records or perform bulk operations. Additionally, you can configure automated syncing through scheduled actions (cron jobs).

Is synchronization bidirectional?

Yes, the connector supports bidirectional syncing between Odoo and Zoho, ensuring that data remains consistent across both systems.

Is there a synchronization log?

Yes, every sync action is logged, including success and error details, to help with troubleshooting and monitoring.

Can I sync custom fields?

Yes, the app allows syncing of custom fields with full field mapping configuration support.

What if I purchase for the wrong Odoo version?

Please make sure to select the correct version during checkout. We do not provide exchanges for incorrect purchases.

Do you provide support and updates?

Yes, we provide 365 days of free support and lifetime updates at no extra cost.

Can I request customizations?

Absolutely! Reach out to us at info@echobitzit.com with your requirements.

Free Support for 365 Days

We believe that great apps deserve great support. That's why every purchase of our Odoo apps comes with 365 days of free expert support-no hidden fees, no hassle. Whether you need help with installation, customization, or troubleshooting, our team is here to guide you every step of the way. We're committed to ensuring your Odoo experience is smooth, efficient, and worry-free. With fast response times and professional assistance, you can focus on growing your business while we handle the tech. Start strong with support you can count on-for free, for the first 365 days.

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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