Our BigCommerce to Zoho CRM extension enables seamless synchronization of customer information, orders, and product details from BigCommerce (e-commerce platform) from multiple stores to the Zoho CRM (Customer Relationship Management) system, eliminating manual data entry and the risk of errors associated with duplicating information across systems.
The integration between BigCommerce and Zoho CRM must be authenticated and authorized. This involves configuring the necessary settings and permissions to allow data transfer from BigCommerce to Zoho CRM. This step ensures that both platforms can securely communicate with each other
Whenever a new order is created in BigCommerce, our extension fetch the order details(order items, quantities, prices,payment method, etc ) and its relevant customer information (name, email, shipping address, etc.), product, and any applicable discounts or taxes and sync the details with the newly created Sales Order in Zoho CRM.
When Zoho CRM receives order details from BigCommerce, our extension will create a new Sales Order. Incomplete orders also get created in the Sales Order if this option is enabled by the end user.
A new “Contact” is created for new customers (registered or guest) in Zoho CRM who make purchases at your online store and the corresponding customer details also get updated in Zoho CRM.
For every BigCommerce order, corresponding products are added to the Zoho CRM Products module. This data includes information such as product names, descriptions, prices, SKUs, and any other relevant details.
If there are new products in BigCommerce that are not yet available in Zoho CRM, the sync process will automatically create a new records in the "Products" module during order sync.
If the product data already exists in Zoho CRM, then the sync process will update the existing records with the latest information from BigCommerce. This ensures data is consistently maintained.
You can get a quick overview of the status of paid orders status (Incomplete, Pending Shipped, Partially Shipped, Refunded, Cancelled, Awaiting PickUp, Awaiting Shipment, etc), shipment details ( Tracking number, Shipment Date), and payment method (Credit card, PayPal, or other Online Payment Gateway, etc) from Zoho CRM's Sales Order.
As a result, both systems have consistent and up-to-date information, reducing manual data entry efforts.
Our extension supports multi-currency operations, allows you to seamlessly manage transactions in multiple currencies, which facilitates businesses to manage and track transactions in various currencies within the Zoho CRM platform when connected with BigCommerce, ensuring the smooth processing of multi-currency transactions between BigCommerce and Zoho CRM.
The Audit Logs capture the data and sync errors logs occurring in the extension, which can be used to identify the cause and take steps to resolve them. The user can filter the logs based on the Store, Module and success/failure type of events. This can be helpful in narrowing down the search for a specific error.
The log module captures the following types of errors:
Wanna know how to set up & configuring the BigCommerce extension in your Zoho CRM account.
Our Zoho Integration Expert will help you to connect BigCommerce with Zoho CRM efficiently.We've got your back.
Our Zoho developer utilizes Zoho Sigma (Extension Development Platform) to build extensions that your business requires.
+
