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Squarespace - Zoho Integration

Do you spend hours every month entering your online sales into Zoho? There is a better way: With CarryTheOne's Squarespace connector your orders and customer data are imported automatically into your Zoho account, freeing up your time for more productive activities. Once set up, your orders appear almost instantly in Zoho.

Squarespace plus Integrates with Zoho

Import Sales from Squarespace into your Zoho accounts.

In essence: The integration imports your Squarespace Sales into Zoho as Accounts Receivable Invoices.

By integrating you will...

  • Save Hours of tedious data entry every month and focus your efforts on more productive activities instead.
  • Save Money: a custom integration can cost tens of thousands in deployment and support. Our low monthly fee provides advanced functionality with FREE set-up, FREE upgrades and FREE support.
  • Gain a Competitive Edge with real-time fiscal data in your accounting application.

Some features of CarryTheOne's Squarespace integration with Zoho

  • Automatically import orders and customer information into Zoho in real-time.
  • Easy Set Up - step-by-step instructions are provided.
  • Automatically applies payments to the invoices created (optional and configurable)
  • Inventory Support - Automatically match items ordered with items in your Zoho inventory (Great for reporting!). If the item doesn't yet exist, it will be created for you automatically.
  • Automatically generates credit notes for orders that are returned (optional and configurable)
  • Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST
  • Assign accounting nominal codes (revenue accounts) to your invoice lines according to the line type (product, shipping and discount)
  • Multiple currency support
  • Support for both retail and wholesale store configurations
  • Full Support for Squarespace discounts, coupons and gift certificates
  • Invoices are intelligently matched to existing customer records, otherwise new customer records are created on-the-fly.
  • Extensive yet easy configuration (with contextual help), e.g. option to prevent automatic invoices and/or payments for certain payment methods; option to choose the Zoho bank account with which to register payments for each payment method ; option to apply a clearing delay to payments (per payment method); etc.
  • FREE Full support and automatic upgrades.

You can start a FREE 30 day trial by signing up to Carry The One and following the installation instructions within your account:

How to connect

Connecting Squarespace with Zoho is easy using CarryTheOne's integration service:

  1. Sign up for your CarryTheOne 30-day Free Trial
  2. Proceed to create your CarryTheOne Control Panel account
  3. From your Control Panel account, click 'add a new integration'
  4. Select Squarespace as the export app
  5. Select Zoho as your import app
  6. You will then be taken to Zoho to authorise the integration
  7. Once authorised, you will be taken to CarryTheOne's Configuration Panel where you will be given step-by-step instructions to connect Squarespace
  8. Configure your integration (contextual help is provided)

...but don't worry, you don't have to remember all of that, support is provided every step of the way.