Apps und Module
Unternehmensanwendungen für Odoo, ERPNext, Shopify, WooCommerce, Magento 2 und Dynamics 365 Business Central. Apps mit der Kennzeichnung Sofort-Download werden heute mit einer Einmallizenz ausgeliefert; Apps mit der Kennzeichnung Auf Bestellung entwickeln wir für Sie und kalkulieren sie nach Ihrem Umfang.
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CRM to Books Deep Field Synchronisation
A build-to-order Zoho integration that extends the CRM to Books link with full custom-field mapping, conflict resolution and multi-organisation routing. Scoped, quoted and built for your org.
- Field-level mapping table covering CRM standard fields, custom fields, lookups, picklists, multi-selects and subforms against Zoho Books Contacts, Items and transaction fields
- Per-pair direction control — CRM to Books, Books to CRM, or bidirectional — configurable without redeployment
Customer Self-Service Account Portal
A branded Zoho customer portal that stitches Books invoices and payments, Desk tickets and CRM account data into one login. Built to order for your business in one working week.
- Single portal login resolved to both a Zoho CRM Contact and the matching Zoho Books customer record
- Per-contact permission model so a finance contact sees billing while an operations contact sees only tickets and documents
Data Warehouse and ETL Pipeline
A build-to-order incremental ETL pipeline that extracts Zoho CRM, Books, Desk and Inventory data into your own warehouse with managed schemas, watermarks and reconciliation. ECOSIRE builds it for your org after a scoping call and fixed quote.
- Initial backfill via the Zoho CRM Bulk Read API with resumable, chunked jobs keyed on Modified_Time ranges
- Incremental extraction using per-module watermarks and If-Modified-Since headers against Zoho CRM REST API v8 record endpoints
Dealer and Distributor Self-Service Portal
A branded Zoho-based ordering and claims portal for dealers and distributors, built to order for your channel structure and delivered into your own Zoho org in one working week.
- Partner login bound to a Dealer record held as a Zoho CRM Account or a Zoho Inventory/Books contact, with server-side record filtering in Deluge
- Role-based screens per partner user - owner, buyer, accounts, read-only - controlling both visibility and write permissions
Document AI Capture and OCR Pipeline
A build-to-order document capture and OCR pipeline for Zoho Books and Zoho CRM that reads receipts, bills and statements into full line-item records. ECOSIRE builds it for your org after a fixed quote.
- Inbound email ingestion lane that queues forwarded PDFs and image attachments for extraction against a nominated Zoho Books organization
- Zoho WorkDrive folder watcher wired through Zoho Flow so batch scan drops trigger the capture pipeline automatically
Dynamics to Zoho CRM Migration Toolkit
A build-to-order toolkit that migrates Dynamics 365 entities, relationships, option sets and activity history into Zoho CRM. Scoped against your real entity model, quoted fixed, then built and installed.
- Dataverse Web API metadata extraction of entity logical names, attribute types, option set definitions, lookup targets and N:N intersect entities
- Zoho CRM Metadata API provisioning of custom modules, fields, layouts and picklists derived from your Dynamics custom entities
Egypt ETA E-Invoicing and E-Receipt Bridge
A build-to-order bridge that signs and submits Zoho Books invoices and point-of-sale receipts to Egypt's ETA portal, with GS1 or EGS item coding, UUID write-back and rejection handling.
- Item code register in Zoho Creator mapping every Zoho Books item to its GS1 GTIN or EGS code, ETA unit-of-measure code and tax subtype
- Uncoded-item detection that flags new Zoho Books items before they can reach a submission
ERPNext Two-Way Synchronisation Bridge
A build-to-order integration bridge that keeps Zoho CRM, Books and Inventory in bidirectional sync with ERPNext — customers, items, orders, invoices and stock — with conflict rules and a reconciliation report. Built for your systems after a fixed quote.
- Bidirectional sync between Zoho CRM Accounts and Contacts and ERPNext Customer, Contact and Address DocTypes
- Won Zoho CRM Deals creating ERPNext Sales Order records with line items, price list and delivery date mapped
ESG and Sustainability Reporting Pack
An ESG data model for Zoho — emission factors, activity data, energy, water, waste and workforce metrics collected in Creator and reported in Analytics. Built to order against your reporting framework.
- Zoho Creator ESG data model covering reporting entities, sites, periods, metric definitions with units and owners, and activity data records
- Versioned emission factor library with source, publication reference and validity dates so historic periods keep the factor they were calculated with
Spreadsheet Bulk Data Migration Toolkit
A build-to-order toolkit that turns messy Excel and CSV masters into validated, de-duplicated, relationship-aware loads for Zoho CRM, Books and Inventory — with a dry run and a rollback before anything touches production.
- Column-level profiling of your actual Excel and CSV files: fill rate, distinct values, detected type, encoding and breaking values
- Data-quality report covering duplicate clusters, malformed emails and phones, unparseable dates, orphan references and encoding damage
GSTR Reconciliation and Filing Assistant
A build-to-order reconciliation layer for Zoho Books that matches your purchase register against GSTR-2B, classifies every mismatch, tracks vendor follow-up and prepares return-ready figures. Built for your org after a fixed quote.
- Scheduled Deluge function pulling purchase invoices, debit notes and credit notes from the Zoho Books API per organization and GSTIN
- GSTR-2B ingestion via Zoho Creator upload form or a watched Zoho WorkDrive folder, parsed into a normalised staging structure
HubSpot to Zoho CRM Migration Toolkit
A build-to-order migration toolkit that moves HubSpot contacts, companies, deals, pipelines, activities and form submissions into Zoho CRM. Scoped, quoted and built for your org — not an off-the-shelf download.
- HubSpot REST API extraction across contacts, companies, deals, tickets, line items, owners and pipelines with pagination and rate-limit backoff
- Zoho CRM Metadata API provisioning of custom fields, custom modules and layouts required by the approved mapping
India GST E-Invoice and E-Way Bill Suite
A build-to-order GST compliance layer for Zoho Books and Zoho Inventory covering IRN generation, signed QR, e-way bills, cancellation windows and reconciliation. Scoped, built and installed by ECOSIRE.
- IRN generation from Zoho Books Invoices via Deluge custom functions with schema-level payload assembly
- Pre-submission validation of GSTIN checksum, state and place-of-supply codes, HSN/SAC presence and rate-wise tax split, surfaced on the invoice record
Kenya eTIMS E-Invoicing Bridge
A build-to-order eTIMS transmission bridge for Zoho Books. ECOSIRE develops it for your Zoho organization after a scoping call and fixed quote — it is not a pre-built download.
- Deluge custom function on Zoho Books Invoices module that assembles and posts the eTIMS payload on a workflow-rule trigger
- Custom fields on the Invoices module storing KRA control unit invoice number, receipt signature, internal data and transmission timestamp
KSA ZATCA Phase 2 E-Invoicing Bridge
A build-to-order ZATCA Phase 2 clearance and reporting bridge for your Zoho org, covering Books, CRM and Creator document sources. ECOSIRE scopes, builds and installs it for you in one working week.
- Custom Deluge functions on Zoho Books Invoice, Credit Note and Debit Note create/edit/void events to capture every taxable document at source
- Zoho CRM workflow rules on Quotes, Sales Orders and Invoices modules that register converted documents and write clearance status back to custom fields
Malaysia MyInvois E-Invoicing Bridge
A build-to-order bridge that submits Zoho Books invoices, credit notes and self-billed documents to Malaysia's MyInvois system, storing the LHDN UUID, validation status and QR code back on each record.
- Pre-submission Deluge validator checking TIN format, registration identifier type, MSIC code, classification codes, UOM codes and tax type per line before any LHDN call
- Document assembly for invoice, credit note, debit note and refund note types, plus their self-billed variants
Multi-Entity and Multi-Currency Consolidation
A build-to-order consolidation layer that pulls several Zoho Books organisations into one group P&L, balance sheet and cash view, with intercompany elimination and FX revaluation. Built for your group after a scoping call.
- Read-only Zoho Books REST API connections per organisation so entity books are never modified by consolidation
- Group chart of accounts with a maintainable mapping table from every entity's own chart, and an exceptions list for unmapped accounts
