I am using Zoho Books as part of Zoho One and am struggling enormously.
I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success.
I tried the CRMPerks plugin, but it never worked, and the customer service was dreadful.
I also attempted the WPSwings plugin, which couldn’t handle composite items.
I considered adding the invoices via .csv, but honestly, there are thousands of invoices dating from April 2024 to the present.
I have yet to figure out a quick method for this since copy and paste takes an eternity.
I'm in a situation where this needs to be done as soon as possible.
So far, I've paid for over a year and haven’t been able to use Zoho to its full potential. I am really at a point where I’m questioning whether all the work I have done so far was in vain and if my choice to switch to Zoho was a poor one.
It is kind of "easy" to just take the basic information from the csv file to import them as an invoice, but I need all information, like shipping, shipping fees, taxes, discounts etc. Also the payment has to be recorded and the various payment was including the banking fees (talking about Paypal and stripe here).
How can I achieve this? I am getting really desperate.
When we did this, we did it via CSV import. My recollection is that we used WP All Import to do the export of the orders, but I can't remember for sure.
It takes a minute to construct the spreadsheet, but then it's not terrible to use that same base spreadsheet to import sales orders, invoices, and payments.
If you've got Composite Items, you'll want to have those Bundles all input before you start importing the sales info.
It's not going to be a one-step process, you're going to have to break the process into each of its constituent steps. That being said, once you've done that, it becomes pretty easy to do sizeable imports.