Zoho Sales Sync — Dashboard

Overview

Settlement date

Backfill last din

Webhook entry: From To

↩️ Refunds → Credit Notes

Shopify ka refunds/create aur orders/cancelled webhook aane pe Zoho me credit note banta hai. Invoice pe balance bacha ho to credit note usi pe apply hota hai; invoice already paid ho to bank se refund entry banti hai (paisa asal me wapas gaya). Partial refunds bhi supported — har refund ki apni row.

Webhook Monitor

Har incoming webhook ka raw log — source, date/time aur poora payload SQLite me. Blank ya galat-format payload bhi save hota hai. Niche filter karo; row pe "Payload" dabao to raw body khulega. Failed ko retry kar sakte ho.

Settlement Auto-Poller

Razorpay settlement ~T+2 me aata hai. Poller fixed times pe chalta hai, Razorpay settlement recon report se settle hui payments ko pending invoices se match karke payment → journal → apply credit auto karta hai. COD orders is poller me nahi aate. Niche har run ka log + atki hui rows ka step-wise error.

Jis row ka settle adhura raha — kahan atka (step) aur kya error. Theek karke "Settle" se resume kar sakte ho (jo step ho chuka skip hoga).

1 Upload

2 Review

3 Result

Sheet upload

Invoice date (poore batch ke invoice isi date pe banenge — sheet ka date override)

Payment record karna hai?

Off = sirf invoice banega, payment skip.

Settlement date (payment isi date pe — manual, sheet/Razorpay se nahi)

Fee journal banana hai?

Off = gateway-fee journal + credit apply skip.

Review —

Process karne se pehle dekh lo: Matched = system me already hai (webhook se aaya). New = sirf sheet me hai, iska invoice+payment+journal naya banega.

Result

Success

Failed

Attention

Failed / Attention transactions

🛍️ Shopify Connection

Store connection ka status. Shopify ka access token permanent hota hai — Zoho ki tarah har ghante refresh nahi karna padta.

Zoho Mapping

Bank = settled paisa yahan deposit (Record Payment + refund yahin se). Vendor = gateway (journal ke Accounts Payable line pe). AR (customer) / AP system accounts auto-detect — koi ledger mapping nahi.

🛍️ Shopify — Prepaid (Razorpay)

Bank — settled paisa yahan deposit

Vendor — gateway (journal AP)

📦 COD flow abhi OFF

COD orders ka alag bank/vendor. Mapping abhi se bhar sakte ho — COD flow chalu hone par yahi use hoga.

Bank — COD settlement yahan deposit

Vendor — COD partner (journal AP)

📦 Zoho Items (Product gate)

Invoice tabhi banega jab uska product Zoho Books ke Items me ho. Ye store roz 24h me auto refresh hota hai; naye item add karne ke baad yahan se turant sync + held (product-missing) rows retry kar sakte ho. Product Zoho me na ho to invoice HOLD hota hai (Transactions me "Product missing").

Webhook URLs

Shopify admin → Settings → Notifications → Webhooks me ye URL add karo. Sabse aasan: ek hi URL (/webhooks/shopify) sab topics ke liye — topic header se app khud route kar leta hai. Format JSON rakho.

Ye topics subscribe karo: orders/paid, orders/cancelled, refunds/create. (Optional: orders/updated — address/amount edit reflect karne ke liye.)

Webhook signing secret .env me SHOPIFY_WEBHOOK_SECRET me daalo — har request ka HMAC verify hota hai. Khaali chhoda to check band rehta hai.

Flow

Order paid → orders/paid webhook → Zoho me invoice — har Shopify line item ka apna Zoho line (qty + rate), shipping alag line, GST-inclusive.
Dedup key = Shopify order id; Zoho ka reference number = order number (#1001). Same order dobara aaye to update, duplicate invoice nahi.
Razorpay pay_xxx Admin API se link hota hai → settlement poller usi se payment + fee journal + credit apply karta hai (T+2).
Refund / cancel → credit note. Invoice pe balance ho to apply, warna bank se refund.
Webhook miss ho jaye to Backfill (Orders page) ya sheet upload se reconcile — dono idempotent.