Shopify Integration for Zoho CRM

The Shopify integration for Zoho CRM is extremely beneficial for streamlining your sales processes and managing customer data effectively. Multi-store support in this extension allows businesses to seamlessly manage and synchronize data across multiple Shopify stores within the Zoho CRM. This integration empowers merchants to efficiently oversee their online storefronts while centralizing customer information and sales data in one cohesive platform. You can save most of your productive time on dual data entry with the smart bidirectional record sync between your Zoho CRM and Shopify.

Install and Connect

Login to your Zoho Account and navigate to the marketplace section from the top side menu. Now search for the Shopify pro for Zoho CRM and install it.

Once installed, access the extension by navigating to the module tab from the top bar of the Zoho CRM.

Connect Shopify
#

Click on Connect tab corresponding to integrate your Shopify account.
Log in to your Shopify account and select your desired store that you want to connect to your Zoho CRM.

The Shopify Authorization window will be displayed. 

Enter the Store name and Token ID.

To get API credentials from the Shopify Store,

Log in to your Shopify account and navigate to Settings

Now Select Apps and Sales channels

On the Apps and Sales channels, Click on Develop Apps and then select Create an app option.

Enter the desired app name and click on Create an app. 

The App development window will be displayed. 

Navigate to the Configuration-> Admin API configuration -> Configure

Enable the Read and Write options on the modules such as Customers, Products, and Orders. Click on Save.

Now navigate to the API credentials -> Access Token and click on Install an App.

The pop-up shows “Install this App in the Shopify Store”?. Click Install.

Once the App gets installed, the API token will be generated. 

Now click on the Reveal token once. Copy the API token and paste it in the Configuration window.

• Now your selected store has been connected to your Zoho CRM.

Connect Zoho CRM #

Now click on Connect button corresponding to the Zoho CRM.
Click on Accept.

1. Dashboard #

The Dashboard serves as the central hub for monitoring all synchronization activities between Zoho CRM and Shopify.

Key Features: #

• Sync Overview
  The dashboard displays:
  
  • Total number of records synced
    
  • Number of records successfully synced
    
  • Number of failed records
    
• Visual Analytics
  A line graph illustrates sync trends over time, providing insights into synchronization performance and data flow patterns.
  
• Date Range Filters
  View synchronization statistics for any specific time period using the filter options.
  
• Recent Record Syncs
  Displays the five most recent record syncs, enabling quick access for review and verification.
  
• Audit Log Access
  Click the Audit Log link to navigate directly to detailed audit logs for comprehensive tracking and troubleshooting.
  

2. Settings #

The Settings page allows you to configure how data is synchronized between Zoho CRM and Shopify.

2.1 Sync Direction #

Choose the primary synchronization direction:

• Zoho CRM → Shopify
  
• Shopify → Zoho CRM
  
• Bidirectional Sync (records updated on both platforms)
  

This setting ensures your data flows according to your business processes and operational priorities.

2.2 Module Selection #

Select the specific modules you want to synchronize:

• Click Core Only to view core Shopify modules, such as Customers.
  
• Click Category to filter modules based on functional areas:
  
  • Products & Inventory
    
  • Orders & Transactions
    
  • Customers & Accounts
    
  • Other relevant categories
    

You can easily select or deselect desired modules to include them in your sync configuration.

2.3 Sync Frequency (CRON Scheduler) #

Determine how often data synchronization occurs automatically:

• Default: Every 3 minutes
  
• Optional: Every 5 minutes or 1 minute (contact support to enable the 1-minute interval)
  

The CRON scheduler ensures timely updates between Shopify and Zoho CRM, keeping your product catalogs, inventory, and order details consistently aligned.

2.4 Conflict Resolution #

Define which platform’s data takes precedence in case of conflicting updates:

• Zoho CRM Priority: Updates Shopify records based on CRM data.
  
• Shopify Priority: Updates Zoho CRM records based on Shopify data.
  

This ensures consistent, accurate, and reliable data across both systems.

2.5 Field Mapping #

Manage how data fields are mapped between Zoho CRM and Shopify for each selected module.

• All configured modules appear in a list view.
  
• Default mappings are auto-applied for standard fields (e.g., customer names, SKUs, order IDs).
  

Customization Options:

• Edit field mappings using the dropdown menu.
  
• Add new custom field mappings.
  
• Save mapping configurations as drafts.
  
• Reset auto-mapping when updating configurations.
  

Accurate field mapping ensures smooth, error-free record synchronization between both platforms.

3. Historical Sync #

The Historical Sync feature allows you to bulk synchronize previously existing records between Zoho CRM and Shopify.

Steps to Perform Historical Sync: #

1. Select the sync direction (as configured in settings).
   
2. Choose the module you want to synchronize.
   
3. Review the number of records and estimated sync time.
   
4. Bulk sync up to 500 records at once (contact support for higher volumes).
   
5. Set the date range:
   
   • Custom Date Range
     
   • Last 7 Days
     
   • Last 30 Days
     
   • Last 90 Days
     
6. Click Sync to queue records for synchronization.
   

Queue Management Options: #

• Start Now: Immediately begin syncing queued records.
  
• Delete: Remove a module from the sync queue.
  
• Refresh: Update the queue to display the latest sync status.
  
• Clear Completed: Remove successfully synced records to maintain a clean queue.
  

This feature ensures that historical data such as legacy customer records or past orders is synchronized efficiently without interrupting active workflows.

4. Audit Log #

The Audit Log provides complete transparency into all sync activities between Zoho CRM and Shopify.

Key Features: #

• Displays sync direction, success/failure status, and record-level details.
  
• Filters: Search by module, record name, or date range for targeted analysis.
  
• Resync Option: Retry failed record synchronizations directly from the Audit Log.
  
• Error Insights: View JSON error messages for failed records to diagnose issues quickly.
  
• Export & Download:
  
  • Download JSON files for failed records.
    
  • Export the entire audit log for reporting, compliance, or internal review.
    

This feature ensures you have full visibility and control over your data synchronization between Shopify and Zoho CRM.

Reset Connection #

If you want to connect with another Shopify account, then

• Navigate to the Settings tab and click on Reset Connection.
• Once reset, all the synced record details of your previously connected Shopify account will be deleted.
• You can start the new syncing process with your newly connected account.

By integrating Shopify with Zoho CRM, you can gain valuable insights into your e-commerce operations.