SquareUp (www.squareup.com) - ZohoBooks Synchronization
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Get all the SquareUp new orders/transactions in a regular basis or on demand. (Including line items, tax, location, customer info, and other order related info)
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Save that info to ZohoBooks invoices.
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If the customer/email can't be found in ZohoBooks, create the customer record first.
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If a product can't be found in ZohoBooks Items module (very rare, but possible), create the item in ZohoBooks first.
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Once the customer info and item info are all available, then create invoice.
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Create the payment record in ZohoBooks automatically.
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Create a Deal record in Zoho CRM Deals module automatically and associate with the newly created ZohoBooks invoice/Square invoice.
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That will help us to do the "follow up" later based on the product(s) purchased.
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In the deal record we can also save the Square Invoice ID so we know it is from Square account, that might help for reporting and analysis purposes in the future.
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Screenshots:
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SquareUp-ZohoBooks sync app main UI:
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SquareUp-ZohoBooks auto sync settings:
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SquareUp order/transaction saved in ZohoBooks as a paid Invoice: