Works Exactly How I Wanted

  • Everything is going very smoothly with the plugin. We have had our eyes on CRMPerks Woo-Zoho plugin for some time to automate our WooCommerce and Zoho installations, and am happy to have finally implemented this. It went much smoother than I expected it to be, and I did not encounter any major issues.

    To start with I created Manual feeds in order to process a backlog of orders. I started by testing one at a time, and then once everything was mapping properly I used the WordPress to CRM add-on to import orders in bulk 10 orders at a time. Overall it went very smoothly and I was able to import over 100 WooCommerce orders into Zoho with minimal effort.

    Now that the backlog is finished, I have created Automatic feeds which import to Zoho automatically based on my preferences. I have it set so that when WooCommerce order is set to Completed, the order goes to Zoho automatically. It is working very well and exactly how I had hoped.

    All in all I am very happy with the CRMPerks plugin. It has greatly simplified my workflow when it comes to entering invoices from WooCommerce into Zoho.

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