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Zoho Inventory + DEAR Inventory Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho Inventory and DEAR Inventory

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About Zoho Inventory

Zoho Inventory is a cloud-based inventory management solution designed for small to midsize businesses. With our simple yet powerful features, you can keep track of your online inventory from multiple warehouse locations.

About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

DEAR Inventory Integrations
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Best ways to Integrate Zoho Inventory + DEAR Inventory

  • Zoho Inventory DEAR Inventory

    Zoho Inventory + DEAR Inventory

    Create Sale to DEAR Inventory from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    DEAR Inventory Create Sale
  • Zoho Inventory DEAR Inventory

    Zoho Inventory + DEAR Inventory

    Create Sale Quote to DEAR Inventory from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    DEAR Inventory Create Sale Quote
  • Zoho Inventory DEAR Inventory

    Zoho Inventory + DEAR Inventory

    Create Sale Order to DEAR Inventory from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    DEAR Inventory Create Sale Order
  • Zoho Inventory DEAR Inventory

    Zoho Inventory + DEAR Inventory

    Create Invoice to DEAR Inventory from New Contact in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Contact
     
    Then do this...
    DEAR Inventory Create Invoice
  • Zoho Inventory DEAR Inventory

    Zoho Inventory + DEAR Inventory

    Create Sale to DEAR Inventory from New Item in Zoho Inventory Read More...
    Close
    When this happens...
    Zoho Inventory New Item
     
    Then do this...
    DEAR Inventory Create Sale
  • Zoho Inventory {{item.actionAppName}}

    Zoho Inventory + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho Inventory + DEAR Inventory in easier way

It's easy to connect Zoho Inventory + DEAR Inventory without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Item

    Triggers when a new item is created.

  • Update Item

    Triggers when an item is updated.

  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

    Actions
  • Create Contact

    Creates a new contact or update an existing contact.

  • Create Item

    Creates a new item.

  • Create Sales Order

    Creates a new sale order.

  • Create Shipment Order

    Creates a new shipment order.

  • Mark Order as Delivered

    Marks an existing order as delivered

  • Update Contact

    Update a contact.

  • Update Item

    Updates an item.

  • Create Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Inventory & DEAR Inventory Integrations Work

  1. Step 1: Choose Zoho Inventory as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DEAR Inventory as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho Inventory to DEAR Inventory.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho Inventory and DEAR Inventory

Zoho Inventory?

Zoho Inventory is a free inventory management spution for small to medium sized businesses. It allows users to track inventory and sales with real-time reports, printable labels, and advanced features like email alerts for low stock levels.

DEAR Inventory?

DEAR Inventory is an inventory management spution that can be integrated with many ERP systems. It allows users to track inventory and sales in real-time, send customized purchase orders to suppliers, and generate reports on inventory, sales, and financials.

Integration of Zoho Inventory and DEAR Inventory

To integrate Zoho Inventory with DEAR Inventory, create a new account using DEAR as the vendor. When prompted for the URL, enter the URL for the Zoho Inventory website. Important considerations are:

  • DEAR should be set up as a single vendor. This means that there should only be one DEAR account.
  • Zoho should be set up as a single vendor. This means that there should only be one Zoho account.
  • Only the Account ID should be populated when creating the account in DEAR. The other fields will appear automatically when you add a product from Zoho inventory.
  • The default invoice frequency in DEAR should be set to weekly. This will ensure that invoices are generated regularly. Invoice notifications are sent out every week.
  • The default currency in DEAR should be set to USD. This will ensure that all transactions are recorded in the correct currency while also enabling users to use discounted pricing for certain products based on their global regions.
  • In order to enable users to record payments received against the invoices, we recommend that they have an Accounting Integration enabled in DEAR. For more information about how to enable this integration, please refer to this article.
  • The default setting for ‘Max Days Overdue’ in DEAR should be set to 15 days. With this setting in place, invoices are marked as overdue after 15 days. Users will be able to make manual adjustments to invoice due dates if necessary.
  • Once the integration is complete, users can add products from Zoho Inventory to their DEAR account by fplowing these steps:

  • Login to their account in DEAR and click on Products > Create New Product. They should then select the option ‘Add a product from another system’ and click ‘Next’. b. They will then be presented with two options. ‘Add from an existing product’ or ‘Create a new product’. They can choose either of these options depending on whether they want to import a product from Zoho Inventory or create a new product by entering all the information manually. c. If they choose the first option ‘Add from an existing product’ and click ‘Next’, they will be redirected to a page on Zoho Inventory where they can search for the product they want to add and add it to their cart before clicking ‘Checkout’. d. When they return to the DEAR page where they started, they will see the product they added listed in the bottom pane of the page. All the fields except for ‘Product Name’ and ‘Unit of Measure Type’ will have been automatically populated by Zoho Inventory. e. Of those two remaining fields, they must change Product Name to something more descriptive than what was entered in Zoho Inventory because this field is used internally by DEAR accounts to identify products. f. They can also change Unit of Measure Type from ‘Standard’ to something else if they wish, but it is optional. g. Click ‘Save’ at the top of the page and then repeat this process multiple times until all of the other products they want to import are also added to their DEAR account. h. Once they have added all of the products they want to import, they can optionally edit them by going back into each individual product and changing any of its available details such as Description or Unit of Measure Type. i. To finalize these changes, they must click 'Save' once again at the top of the display page and then click 'Yes' when asked if they want to save the changes. j. Once these changes have been made, users can start tracking their inventory and sales using DEAR Inventory and viewing real-time reports on their sales performance in DEAR Dashboard. k. To learn how to view their real-time reports, please refer to this article on how to access real-time reports in DEAR Dashboard . l. To learn how to view their sales performance charts, please refer to this article on how to access sales performance charts in DEAR Dashboard . m. To learn how to view inventory level charts, please refer to this article on how to access inventory level charts in DEAR Dashboard . n. To learn how to view their invoice history, please refer to this article on how to access invoice history in DEAR Dashboard . o. To learn how to view their payment history, please refer to this article on how to access payment history in DEAR Dashboard . p. To learn how to view their online orders, please refer to this article on how to access online orders in DEAR Dashboard . q. To learn how customers can access invoices on their end in Zoho Invoice Manager (ZIM), please refer to this article on how customers can access invoices on their end in ZIM . r. To learn how customers can pay online via ZIM Online Payment , please refer to this article on how customers can pay online via ZIM Online Payment . s. To learn more about what happens when invoices become overdue, please refer to this article on what happens when invoices become overdue . t. To learn more about what happens when payments become overdue or are refunded , please refer to this article on what happens when payments become overdue or are refunded . u. To learn how users can manage customer credit , please refer to this article on how users can manage customer credit . v. To learn how users can manage their customer discounts , please refer to this article on how users can manage their customer discounts . w. To learn how users can manage stock transfers , please refer to this article on how users can manage stock transfers . x. To learn more about what happens when vendors become overdue , please refer to this article on what happens when vendors become overdue . y. This integration has been tested with both Standard Edition and Enterprise Edition accounts of deartechapps (Enterprise Edition accounts were created using Standard Edition accounts as vendors. However, not all features may work correctly with Enterprise Edition accounts so we recommend that users stick with Standard Edition accounts instead if possible. z. If users run into issues with this integration, please contact [email protected] for further assistance.
  • This integration has been tested with both Standard Edition and Enterprise Edition accounts of deartechapps (Enterprise Edition accounts were created using Standard Edition accounts as vendors. However, not all features may work correctly with Enterprise Edition accounts so we recommend that users stick with Standard Edition accounts instead if possible. If users run into issues with this integration, please contact [email protected] for further assistance. B. Benefits of Integration of Zoho Inventory and DEAR Inventory

    The process to integrate Zoho Inventory and DEAR Inventory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.