This article explains how your Onsight account interacts with your Zoho Inventory account after your integration has been activated.
What data gets copied from Zoho Inventory to Onsight?
Product data, pricing data and stock data flows from Zoho Inventory to Onsight.
Customer contact data flows from Zoho Inventory to Onsight.
Tax code data flows from Zoho Inventory to Onsight.
What data gets sent from Onsight to Zoho Inventory?
New customers created in Onsight get sent to Zoho Inventory.
Orders created in Onsight get sent to Zoho Inventory.
Quotes created in Onsight get sent to Zoho Books.
Product information
Products cannot be added in Onsight. They need to be added in Zoho Inventory. When you create a new product in Zoho Inventory, it is automatically copied to Onsight and it is placed into a product category called ‘Imported from Zoho’. You should mark this product category as inactive so that it does not display in the Onsight app. Then move all the products that you find there to the correct product category that you want them to belong to.
We copy several product data fields from Zoho Inventory. Any changes you make to these fields in Onsight will be lost when we copy data from Zoho Inventory. Therefore, you should not change any of these fields in Onsight:
- Product name
- Product description
- Cost price
- Price
- Taxable
- Applied taxes
- Stock on hand
- SKU
- Active
Additional product information
Onsight has many additional product fields that you can display in the Onsight app. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Zoho Inventory.
- Product images
- Product categories
- Product code
- Quantity increments/multiples
- Master products
- Minimum and maximum order quantities
- Product custom fields
- Product availability for customers
- Product price lists for customers
- Product discounts for customers
- Linked products (associated / alternative)
Zoho’s product custom fields
Zoho Inventory products can have multiple custom fields. You can request that some or all of these fields be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.
Product images
Some of your products in Zoho Inventory might have images. If there is no image in Onsight, we will copy the Zoho Inventory image to Onsight. If there is already an image in Onsight, we leave the existing image in place. If you upload new images into Onsight, they will not be replaced.
If you want to replace the images that are in Onsight with new images from Zoho Inventory, you can delete the existing images in Onsight and the new Zoho images will automatically be copied to Onsight.
Customer information
We copy several customer data fields from Zoho Inventory. Any changes you make to these fields in Onsight will be lost when we copy data from Zoho Inventory. Therefore, you should not change any of these fields in Onsight:
- Company name
- Active
- Taxable
- Applied taxes
- Billing email address
- Notes
- Billing address
- Shipping address
New customers
If you create a new customer in Onsight or if your create an order for a new customer, the new customer will automatically be created in Zoho Inventory. After this, the customer data will be managed in the same way that all other customer data is managed. Zoho will become the master database for the customer data fields listed above. Any changes that you make in Zoho Inventory will be copied to Onsight.
Additional customer information
Onsight has many additional customer fields that you can display in the Onsight app or that are used for pricing rules. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Zoho Inventory.
- Customer group
- Customer custom fields
Customisation
We offer many further customisation options for your integration between Onsight and Zoho Inventory. Please see this list of available Zoho Inventory customisations for more details.
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