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Zoho Inventory

The Zoho Inventory modules allow you to create, update, list, and/or delete contacts, contact persons, estimates, item groups, items, adjustments, and sale orders in your Zoho Inventory account.

Prerequisites

• A Zoho Inventory account

In order to use Zoho Inventory with Ibexa Connect, it is necessary to have a Zoho Inventory account. If you do not have one, you can create a Zoho Inventory account at https://www.zoho.com/in/inventory/signup/.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting Zoho Inventory to Ibexa Connect

To connect your Zoho Inventory account to Ibexa Connect, you need to obtain your Organization ID and region.

1. Log into your Zoho Inventory Account.

2. Open your profile menu in the top-right corner.

3. Click on the Manage button next to the My Organizations section.

   

4. Copy the Organization ID to the clipboard.

   

5. Go to Ibexa Connect and open the Zoho Inventory module's Create a connection dialog.

   

6. Enter the Auth Token. You can get the Auth Token by clicking the link below the field.

   

7. Generate and copy the Auth Token.

   

8. Go to Ibexa Connect and enter the copied Auth Token in the Zoho Inventory module's Create a connection dialog.

9. Enter the Organization ID you have copied in step 4 to the respective field.

10. Select the region of your Zoho Invoice account. If the URL of your account is e.g. https://inventory.zoho.eu, then select the EU option.

11. Click the Continue button.

Confirm the dialog by clicking the Accept button.

The connection has been established.

Contact

Watch Contacts

Triggers when a new contact is created or updated.

Watch	Select which kind of contacts you want to watch for: Created Date Updated Date
Filter By	Select an option to filter the items you want to list: Status All Status Active Status Inactive Status Duplicate Status CRM
Limit	The maximum number of contacts Ibexa Connect should return during one scenario execution cycle.

Search Contacts

Lists contacts based on filter settings.

Filter	Select how you will search the contacts you want to list: Name Description Rate OR Enter the first few letters of the item to search.
Filter By	Select an option to filter the items you want to list: Status All Status Active Status Inactive Status Duplicate Status CRM
Sort Column	Select how you will sort the contacts: Contact Name First Name Last Name Email Outstanding Receivable Amount Created Time and Last Modified Name
Limit	The maximum number of contacts Ibexa Connectshould return during one scenario execution cycle.

Get a Contact

Gets details of a contact.

Contact ID	Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a contact with given information.

Required Permissions: ZohoInventory.contacts.CREATE, ZohoInventory.settings.READ

Contact Name	Enter the contact name. Contact name can either be a company name or a person name.
Currency ID	Select the Currency ID of the contact.
Company Name	Enter the company name of the contact.
Net Payment Terms	Enter the payment terms applicable for the contact.
Website	Enter the website URL of the contact.
Language Code	Select the language code of the contact.
Remark	Enter any comments for the payment made by the contact.
Facebook Profile Account	Enter the Facebook account URL of the contact.
Twitter Profile Account	Enter the Twitter account URL of the contact.
Recipient	Enter the recipient name residing at the address.
Address	Enter the billing address of the contact.
Street	Enter the street name of the contact.
City	Enter the city name of the contact.
State	Enter the state name of the contact.
Zip	Enter the zip code of the contact's address.
Country	Enter the country name of the contact.
Fax	Enter the fax information of the contact.
Phone	Enter the phone number of the contact.
Recipient	Enter the recipient name residing at the address.
Address	Enter the shipping address of the contact
Street	Enter the street name of the contact.
City	Enter the city name of the contact.
State	Enter the state name of the contact.
Zip	Enter the zip code of the contact's address.
Country	Enter the country name of the contact.
Fax	Enter the fax information of the contact.
Phone	Enter the phone number of the contact.
Contact Persons	Add the contact person for the contact: Salutation Select the salutation for the contact person. First Name Enter the first name of the contact person. Last Name Enter the first name of the contact person. Email Enter the email address of the contact person. Mobile Enter the mobile number of the contact person. Mark as Primary Contact Select Yes if this is the primary contact person details: Yes No Not defined

Update a Contact

Updates an existing contact. To delete a contact person remove it from the contact persons list.

Contact ID	Select the Contact ID of the contact you want to update.
Contact Name	Enter the contact name. Contact name can either be a company name or a person name.
Currency ID	Select the Currency ID of the contact.
Company Name	Enter the company name of the contact.
Net Payment Terms	Enter the payment terms applicable for the contact.
Website	Enter the website URL of the contact.
Language Code	Select the language code of the contact.
Remark	Enter any comments for the payment made by the contact.
Facebook Profile Account	Enter the Facebook account URL of the contact.
Twitter Profile Account	Enter the Twitter account URL of the contact.
Recipient	Enter the recipient name residing at the address.
Address	Enter the billing address of the contact.
Street	Enter the street name of the contact.
City	Enter the city name of the contact.
State	Enter the state name of the contact.
Zip	Enter the zip code of the contact's address.
Country	Enter the country name of the contact.
Fax	Enter the fax information of the contact.
Phone	Enter the phone number of the contact.
Recipient	Enter the recipient name residing at the address.
Address	Enter the shipping address of the contact
Street	Enter the street name of the contact.
City	Enter the city name of the contact.
State	Enter the state name of the contact.
Zip	Enter the zip code of the contact's address.
Country	Enter the country name of the contact.
Fax	Enter the fax information of the contact.
Phone	Enter the phone number of the contact.
Contact Persons	Add the contact person for the contact: Salutation Select the salutation for the contact person. First Name Enter the first name of the contact person. Last Name Enter the first name of the contact person. Email Enter the email address of the contact person. Mobile Enter the mobile number of the contact person. Mark as Primary Contact Select Yes if this is the primary contact person details: Yes No Not defined

Delete a Contact

Deletes an existing contact.

Contact ID	Select the Contact ID of the contact you want to delete.

Mark a Contact Active/Inactive

Marks a contact as active or inactive.

Contact ID	Select the Contact ID you want to make active or inactive.
Select Active or Inactive	Select the action you want to mark for the contact: Active Inactive

Contact Person

List Contact Persons

Lists all contact persons with pagination.

Contact ID	Select the Contact ID of the contact person you want to list.
Limit	The maximum number of contact persons Ibexa Connect should return during one scenario execution cycle.

Get a Contact Person

Gets the details of a contact person.

Contact ID	Select the Contact ID of the contact person whose details you want to retrieve.
Contact Person ID	Select the Contact Person ID whose details you want to retrieve.

Create a Contact Person

Creates a contact person for a contact.

Contact ID	Select the Contact ID of the contact person.
First Name	Select the first name of the contact person.
Last Name	Select the last name of the contact person.
Salutation	Select the applicable salutation of the contact person.
Email	Enter the email address of the contact person.
Phone	Enter the phone number of the contact person.
Mobile	Enter the mobile number of the contact person.
Skype ID	Enter the Skype ID of the contact person.
Designation	Enter the position of the contact person.
Department	Enter the department of the contact person.
Enable Portal	Select Yes if this contact person can access the portal: Yes No Not defined

Update a Contact Person

Updates details of an existing contact person.

Contact ID	Select the Contact ID of the contact person you want to update.
Contact Person ID	Select the Contact Person ID you want to update
First Name	Select the first name of the contact person.
Last Name	Select the last name of the contact person.
Salutation	Select the applicable salutation of the contact person.
Email	Enter the email address of the contact person.
Phone	Enter the phone number of the contact person.
Mobile	Enter the mobile number of the contact person.
Skype ID	Enter the Skype ID of the contact person.
Designation	Enter the designation of the contact person.
Department	Enter the department of the contact person.
Enable Portal	Select Yes if this contact person can access the portal: Yes No Not defined

Delete a Contact Person

Deletes an existing contact person.

Contact ID	Select the Contact ID of the contact person you want to delete.
Contact Person ID	Select the Contact Person ID of the contact person you want to delete.

Mark a Contact Person Primary

Marks a contact person as the primary contact.

Contact ID	Select the Contact ID of the contact person which you want to make the primary contact.
Contact Person ID	Select the Contact Person ID you want to mark as the primary contact.

Item Group

Watch Item Groups

Triggers when a new item group is created or updated.

Watch	Select which kind of invoices you want to watch for: Created Date Updated Date
Limit	The maximum number of item groups Ibexa Connect should return during one scenario execution cycle.

List Item Groups

List all the item groups that are present in the Zoho Inventory Organization.

Limit	The maximum number of item groups Ibexa Connect should return during one scenario execution cycle.

Get Item Group

Gets the details of an item group.

Item Group ID	Select the Item Group ID whose details you want to retrieve.

Create an Item Group

Creates an item group.

Group Name	Enter the name of the item group.
Unit	Enter the measurement unit to measure the item group.
Description	Enter the details of the item group.
Manufacturer	Enter the manufacturer name of the item group.
Brand	Enter the brand name of the item group.
Tax ID	Select the Tax ID applicable for the item group.
Items	Name Enter the name of the item. Selling Price (Rate) Enter the sale price of the item. Purchase Price (Purchase Rate) Enter the price for which the item is purchased. Reorder Level Enter the order of the item in the group. Initial Stock Enter the initial quantity of the item. Initial Stock Rate Enter the price of the initial quantity of the item. Stock Keeping Unit (SKU) Select the quantity of the items keeping as stock. International Article Number (EAN) Enter the unique EAN value of the item. Universal Product Code (UPC) Enter the 12-digit UPC of the item. International Standard Book Number (ISBN) Enter the unique ISBN value of the item.

Update an Item Group

Updates the details of an existing item group.

Item Group ID	Select the Item Group ID of the item group you want to update.
Group Name	Enter the new name for the item group.
Unit	Enter the measurement unit to measure the item group.
Description	Enter the details of the item group.
Manufacturer	Enter the manufacturer name of the item group.
Brand	Enter the brand name of the item group.
Tax ID	Select the Tax ID applicable for the item group.

Delete an Item Group

Deletes an item group.

Item Group ID	Select the Item Group ID of the item group you want to delete.

Item

Watch Items

Triggers when a new item is created or updated.

Watch	Select which kind of items you want to watch for: Created Date Updated Date
Limit	The maximum number of item Ibexa Connectshould return during one scenario execution cycle.

List Items

Lists all the items present in the Zoho inventory.

Limit	The maximum number of item Ibexa Connectshould return during one scenario execution cycle.

Get an Item

Gets the details of an item.

Item ID	Select the Item ID of the item whose details you want to retrieve.

Create an Item

Creates a new item.

Name	Enter the name of the item.
Stock Keeping Unit(SKU)	Enter the quantity of the items keeping as stock.
Unit	Enter the measurement unit in to measure the item.
Product Type	Select the product type of the item. Goods Services
Group ID	Select the Group ID of the item.
Brand	Enter the brand name of the item.
Manufacturer	Enter the manufacturer name of the item.
International Article Number (EAN)	Enter the unique EAN value of the item.
Universal Product Code (UPC)	Enter the 12-digit UPC of the item.
International Standard Book Number (ISBN)	Enter the unique ISBN value of the item.
Manufacturing Part Number (MPN)	Enter the MPN of the item.
Length	Enter the length of the item. Unit of length must be in cm.
Width	Enter the width of the item. Unit of length must be in cm.
Height	Enter the height of the item. Unit of length must be in cm.
Weight	Enter the weight of the item. Unit of length must be in kg.
[Sales] - Selling Price (Rate)	Enter the selling price of the item.
[Sales] - Description	Enter the details of the item for sales.
[Sales] - Tax ID	Select the Sales Tax ID of the item.
[Purchase] - Purchase Price (Purchase Rate)	Enter the purchasing price of the item.
[Purchase] - Purchase Description	Enter the details of the purchase.
[inventory] - Opening Stock	Enter the number of units of item.
[inventory] - Opening Stock Value	Enter the opening stock value of the item.
[inventory] - Reorder Level	Enter the reorder of the item.

Update an Item

Updates an item.

Item ID	Select the Item ID of the item you want to update.
Name	Enter the name of the item.
Stock Keeping Unit(SKU)	Enter the quantity of the items keeping as stock.
Unit	Enter the measurement unit in to measure the item.
Product Type	Select the product type of the item. Goods Services
Group ID	Select the Group ID of the item.
Brand	Enter the brand name of the item.
Manufacturer	Enter the manufacturer name of the item.
International Article Number (EAN)	Enter the unique EAN value of the item.
Universal Product Code (UPC)	Enter the 12-digit UPC of the item.
International Standard Book Number (ISBN)	Enter the unique ISBN value of the item.
Manufacturing Part Number (MPN)	Enter the MPN of the item.
Length	Enter the length of the item. Unit of length must be in cm.
Width	Enter the width of the item. Unit of width must be in cm.
Height	Enter the height of the item. Unit of height must be in cm.
Weight	Enter the weight of the item. Unit of weight must be in kg.
[Sales] - Selling Price (Rate)	Enter the selling price of the item.
[Sales] - Description	Enter the details of the item for sales.
[Sales] - Tax ID	Select the Sales Tax ID of the item.
[Purchase] - Purchase Price (Purchase Rate)	Enter the purchasing price of the item.
[Purchase] - Purchase Description	Enter the details of the purchase.
[inventory] - Opening Stock	Enter the number of units of the item.
[inventory] - Opening Stock Value	Enter the opening stock value of the item.
[inventory] - Reorder Level	Enter the reorder of the item.

Item Adjustment

Watch Item Adjustments

Triggers when a new item adjustment is created or updated.

Watch	Select which kind of item adjustment you want to watch for: Created Date Updated Date
Limit	The maximum number of item adjustments Ibexa Connect should return during one scenario execution cycle.

List Item Adjustments

List all the item adjustments present in Zoho Inventory.

Limit	The maximum number of item adjustments Ibexa Connect should return during one scenario execution cycle.

Get an Item Adjustment

Gets the details of an item adjustment.

Inventory Adjustments ID	Select the Inventory Adjustment ID whose details you want to retrieve.

Create an Item Adjustment

Creates a new item adjustment.

Date	Select the date on which you are creating the item adjustment.
Reason	Select the reason for the item adjustment.
Adjustment Type	Select the new item adjustment type: Quantity Value Only
Reference number	Select the reference number of the item adjustment.
Description	Enter the details of the item adjustment.
Line Items	Add the line items: Item ID Select the Item ID Quantity adjusted Applicable only when the Item Adjustment type is selected as Quantity. Enter the quantity of the item adjustment. Unit Select the measuring unit of the item. Warehouse ID Select the Warehouse ID of the item.

Delete an Item Adjustment

Deletes an item adjustment.

Item Adjustment ID	Select the Item Adjustment ID you want to delete.

Mark an Item Active/Inactive

Marks an item status as active or inactive.

Item ID	Select the Item ID of the item that you want to mark as active or inactive.
Select Active or Inactive	Select the option to mark the item: Active Inactive

Sales Order

Watch Sales Orders

Triggers when a new sales order is created or updated.

Watch	Select which kind of contacts you want to watch for: Created Date Updated Date
Limit	The maximum number of sales orders Ibexa Connect should return during one scenario execution cycle.

List Sales Orders

Lists all the available Sales Orders in your Zoho Inventory account.

Limit	The maximum number of sales orders Ibexa Connect should return during one scenario execution cycle.

Get a Sales Order

Gets the details of a sales order.

Salesorder ID	Select the Salesorder ID whose details you want to retrieve.

Create a Sales Order

Creates a new sales order in Zoho Inventory.

Contact ID	Select the Contact ID for whom the sales order is being created.
Salesorder number	Enter the Sales Order Number.
Date	Select the date on which the sales order is created.
Shipment date	Select the shipment date of the sales order.
Line items	Add the line items: Item ID Select the Item ID of the item you want to add. Rate Enter the price of the item. Quantity Enter the quantity of the item. Description Enter the details of the item. Tax ID Select the Tax ID of the item.
Reference number	Select the reference number of the item adjustment.
Discount	Enter the percentage of discount applicable on the sales order.
Discount before tax	Select if the discount is before applying the tax.
Discount type	Select the discount type for this sales order: Entity Level Item Level
Shipping charge	Enter the shipping charges applicable for this sales order.
Delivery method	Enter the delivery method of this shipment.
Adjustment charge	Enter the applicable amount adjusted on this total sales order.
Adjustment description	Enter the details of the adjustment.
Exchange rate	Enter the exchange rate of currency applicable for this sales order.
Notes	Enter the details of the sales order.
Terms and Conditions	Enter the terms and conditions of this sales order.
Pricebook ID	Select the Pricebook ID of the sales order.
Salesperson ID	Enter the Salesperson ID responsible for this sales order.

Update a Sales Order

Updates a sales order.

Salesorder ID	Select the Salesorder ID you want to update.
Contact ID	Select the Contact ID for whom the sales order is being created.
Salesorder number	Enter the Sales Order Number.
Date	Select the date on which the sales order is created.
Shipment date	Select the shipment date of the sales order.
Line items	Add the line items: Item ID Select the Item ID of the item you want to add. Rate Enter the price of the item. Quantity Enter the quantity of the item. Description Enter the details of the item. Tax ID Select the Tax ID of the item.
Reference number	Select the reference number of the item adjustment.
Discount	Enter the percentage of discount applicable on the sales order.
Discount before tax	Select if the discount is before applying the tax.
Discount type	Select the discount type for this sales order: Entity Level Item Level
Shipping charge	Enter the shipping charges applicable for this sales order.
Delivery method	Enter the delivery method of this shipment.
Adjustment charge	Enter the applicable amount adjusted on this total sales order.
Adjustment description	Enter the details of the adjustment.
Exchange rate	Enter the exchange rate of currency applicable for this sales order.
Notes	Enter the details of the sales order
Terms & Conditions	Enter the terms and conditions of this sales order.
Pricebook ID	Select the Pricebook ID of the sales order.
Salesperson ID	Enter the Salesperson ID responsible for this sales order.

Delete a Sales Order

Deletes a sales order.

Salesorder ID	Select the Salesorder ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

URL	Enter a path relative to https://inventory.zoho.com/api. e.g./v1/salesorders For the list of available endpoints, refer to the Zoho Inventory API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example - Contacts

Following API call returns all contacts:

Matches of the search can be found in the module's Output under Bundle > Body > contacts.

In our example, 4 contacts were returned: