Yaali Bizappln Solns
Our client is a leading POS hardware supplier specializing in intelligent commercial hardware solutions. Their product lines include smart point-of-sale (POS) devices such as desktop POS, handheld POS, kitchen display systems, self-service devices, and QR code scanners, as well as cloud-based risk control devices for businesses. The client faced significant challenges in managing sales orders and financial data across two platforms: Salesforce and Zoho Books. Their existing process involved manual data entry, which led to errors and inefficiencies.
To address this, they sought to integrate Salesforce CRM with Zoho Books to automate processes, eliminate manual errors, and improve overall operational efficiency
Given the complexities of managing multi-currency transactions and multi-organization records, the client required a robust integration to ensure seamless data synchronization between Salesforce and Zoho Books.
Initially, the client came to us for a Salesforce CRM Implementation. However, after witnessing our expertise, they requested us to handle this integration.
1. Zoho Books Data Complexity:
Zoho Books had four different organizations, each with multiple records for the same customer to handle multi-currency transactions.
Each customer record in Zoho Books had a unique ‘SN’ number and a currency-based ‘Creditor Code’ (SN + Currency Code).
2. Salesforce Data Structure:
Salesforce maintained one Account record per customer, with a unique ‘SN’ number.
Multi-currency transactions were handled at the Opportunity level, with each Opportunity containing:
A Bill From field to identify the corresponding Zoho Books organization.
A Currency field for multi-currency transactions.
A Creditor Code field formed by combining the SN code and Currency code.
3. Data Synchronization:
Quote data from Salesforce needed to be synced with Zoho Books to create draft Sales Orders.
The client also needed to handle cases where Purchase Orders were directly received from regular customers, bypassing the quote creation process.
These challenges required a custom integration approach similar to our Salesforce Integration with Bigin projects, where maintaining data consistency across platforms was crucial.
To address these challenges, our team developed a custom integration that seamlessly connected Salesforce and Zoho Books.
Customer Record Synchronization – Salesforce Account records were synced with Zoho Books customer records using a unique SN number and currency-based Creditor Code.
Automated Sales Order Creation – Whenever an Opportunity Stage in Salesforce was moved to "Order Issued," a draft Sales Order was automatically created in Zoho Books based on the quote details.
Multi-Organization Handling – The integration identified the correct Zoho Books organization for each transaction, ensuring that multi-currency transactions were processed correctly
Direct Purchase Order Processing – If a regular customer submitted a Purchase Order directly, the system automatically created a Sales Order in Zoho Books based on Opportunity in Salesforce—bypassing the need for a quote.
Secure Authentication – We leveraged Salesforce Named Credentials and Auth Providers for secure authentication, ensuring data privacy and compliance.
Zoho Books API & Connected App Integration – A robust API-based connection allowed real-time data synchronization between Salesforce and Zoho Books.
The integration successfully streamlined sales order processing and financial management for the client, delivering tangible benefits:
✅ Automated Sales Order Processing – Reduced reliance on manual data entry, speeding up order fulfillment.
✅Improved Data Accuracy–Eliminated discrepancies between Salesforce CRM and Zoho Books, ensuring seamless records management.
✅ Enhanced Efficiency – Minimized errors and improved overall workflow efficiency for the finance and sales teams.
✅ Better Customer Experience – Faster order processing led to improved service delivery and customer satisfaction.
✅ Scalability and Flexibility: This integration not only met but exceeded the client's expectations, providing a scalable solution that supports their growing business needs.
In conclusion, the Salesforce to Zoho Books integration project was a resounding success, delivering measurable improvements in efficiency, accuracy, and customer satisfaction. This custom integration was designed to be scalable, ensuring it could adapt to the client’s evolving business needs.
Our client is a leading POS hardware supplier specializing in intelligent commercial hardware solutions. Their product lines include smart point-of-sale (POS) devices such as desktop POS, handheld POS, kitchen display systems, self-service devices, and QR code scanners, as well as cloud-based risk control devices for businesses. The client faced significant challenges in managing sales orders and financial data across two platforms: Salesforce and Zoho Books. Their existing process involved manual data entry, which led to errors and inefficiencies.
To address this, they sought to integrate Salesforce CRM with Zoho Books to automate processes, eliminate manual errors, and improve overall operational efficiency
Given the complexities of managing multi-currency transactions and multi-organization records, the client required a robust integration to ensure seamless data synchronization between Salesforce and Zoho Books.
Initially, the client came to us for a Salesforce CRM Implementation. However, after witnessing our expertise, they requested us to handle this integration.
1. Zoho Books Data Complexity:
Zoho Books had four different organizations, each with multiple records for the same customer to handle multi-currency transactions.
Each customer record in Zoho Books had a unique ‘SN’ number and a currency-based ‘Creditor Code’ (SN + Currency Code).
2. Salesforce Data Structure:
Salesforce maintained one Account record per customer, with a unique ‘SN’ number.
Multi-currency transactions were handled at the Opportunity level, with each Opportunity containing:
A Bill From field to identify the corresponding Zoho Books organization.
A Currency field for multi-currency transactions.
A Creditor Code field formed by combining the SN code and Currency code.
3. Data Synchronization:
Quote data from Salesforce needed to be synced with Zoho Books to create draft Sales Orders.
The client also needed to handle cases where Purchase Orders were directly received from regular customers, bypassing the quote creation process.
To address these challenges, our team developed a custom integration that seamlessly connected Salesforce and Zoho Books.
Customer Record Synchronization – Salesforce Account records were synced with Zoho Books customer records using a unique SN number and currency-based Creditor Code.
Automated Sales Order Creation – Whenever an Opportunity Stage in Salesforce was moved to "Order Issued," a draft Sales Order was automatically created in Zoho Books based on the quote details.
Multi-Organization Handling – The integration identified the correct Zoho Books organization for each transaction, ensuring that multi-currency transactions were processed correctly
Direct Purchase Order Processing – If a regular customer submitted a Purchase Order directly, the system automatically created a Sales Order in Zoho Books based on Opportunity in Salesforce—bypassing the need for a quote.
Secure Authentication – We leveraged Salesforce Named Credentials and Auth Providers for secure authentication, ensuring data privacy and compliance.
Zoho Books API & Connected App Integration – A robust API-based connection allowed real-time data synchronization between Salesforce and Zoho Books.
The integration successfully streamlined sales order processing and financial management for the client, delivering tangible benefits:
✅ Automated Sales Order Processing – Reduced reliance on manual data entry, speeding up order fulfillment.
✅Improved Data Accuracy–Eliminated discrepancies between Salesforce CRM and Zoho Books, ensuring seamless records management.
✅ Enhanced Efficiency – Minimized errors and improved overall workflow efficiency for the finance and sales teams.
✅ Better Customer Experience – Faster order processing led to improved service delivery and customer satisfaction.
✅Scalability and Flexibility: This integration not only met but exceeded the client's expectations, providing a scalable solution that supports their growing business needs.
In conclusion, the Salesforce to Zoho Books integration project was a resounding success, delivering measurable improvements in efficiency, accuracy, and customer satisfaction. This custom integration was designed to be scalable, ensuring it could adapt to the client’s evolving business needs.
Looking for a Custom Integration of Salesforce with Other External Applications?
Integrating Salesforce with other business applications like Zoho Books, QuickBooks, or any third-party applications can be complex—but that’s where YAALI comes in.From custom API integrations to workflow automation and third-party app connections, we make Salesforce work for you and your business.