Zoho Integration Plugin

Zoho CRM and business suite integration for Medusa enabling seamless data synchronization

Overview

The @devx-commerce/plugin-zoho provides seamless integration between Medusa and Zoho’s business suite. This plugin enables automated data synchronization with Zoho CRM, helping businesses manage customer relationships and streamline operations.

System Requirements

Before installing the plugin, ensure your system meets the following requirements:

Medusa server: v2.x
Node.js: v20 or later
Zoho Account: Active Zoho subscription with API access

Installation

Install the plugin using your preferred package manager:

# Using npm
npm install @devx-commerce/plugin-zoho

Configuration

Add the plugin to your medusa-config.js file:

module.exports = {
  plugins: [
    {
      resolve: `@devx-commerce/plugin-zoho`,
      options: {
        clientId: process.env.ZOHO_CLIENT_ID,
        clientSecret: process.env.ZOHO_CLIENT_SECRET,
        refreshToken: process.env.ZOHO_REFRESH_TOKEN,
        organizationId: process.env.ZOHO_ORGANIZATION_ID,
        // Add additional Zoho configuration here
      },
    },
  ],
}

Environment Variables

Add the following to your .env file:

ZOHO_CLIENT_ID=your_zoho_client_id
ZOHO_CLIENT_SECRET=your_zoho_client_secret
ZOHO_REFRESH_TOKEN=your_zoho_refresh_token
ZOHO_ORGANIZATION_ID=your_zoho_organization_id

Features

CRM Synchronization - Sync customer data with Zoho CRM
Order Integration - Automatically create Zoho records for orders
Contact Management - Manage customer contacts in Zoho
Automated Workflows - Trigger Zoho workflows based on Medusa events
Real-time Sync - Keep data synchronized in real-time

Use Cases

This plugin is ideal for:

Customer Relationship Management - Centralize customer data in Zoho CRM
Sales Tracking - Monitor sales performance through Zoho
Marketing Automation - Trigger Zoho marketing campaigns
Business Analytics - Leverage Zoho’s analytics for commerce insights
Team Collaboration - Enable sales team access to commerce data

Zoho Services Integration

This plugin supports integration with:

Zoho CRM - Customer relationship management
Zoho Books - Accounting and invoicing
Zoho Campaigns - Email marketing
Zoho Analytics - Business intelligence

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