Zoho Commerce Integration Setup Guide
Integrate your Zoho Commerce store with Helm to streamline your order processing, automate inventory updates, and simplify fulfilment operations
Last updated 4 months ago

Step-by-Step Setup
Step 1: Access the Integration Page
Log in to your Helm account.
Navigate to:
Settings → Sales Channels.From the list of available channels, select Zoho Commerce.
Click the Install button.

Step 2: Obtain API Credentials from Zoho
You’ll need a Client ID and Client Secret from your Zoho Developer Console.
To obtain these credentials:
Log in to your Zoho account.

Step 3: Register a New Client in Zoho
Depending on whether you’ve created a client before, follow the appropriate steps:
First-time setup: Click Get Started.

Existing user: Click Add Client.

Select Server-based Applications as the Client Type.

Complete the form with the following details:

Click Create and copy and save your Client ID and Secret.


Step 4: Complete the Helm Integration Form
In Helm, enter the credentials you’ve just generated:

Step 5: Configure Additional Settings
Customise the integration with optional settings:
Settings – Select the warehouse for fulfilment.
Stock Control – Enable Auto Sync Stock.
Brand – Define branding for this channel (default to General Settings if unchanged).
Commercial Invoice – Set up invoice preferences per channel.
Despatch Emails – Enable shipping confirmation emails.
Feedback Emails – Set up post-order feedback messaging.
Enable any other settings required.
Adjust these options based on your business needs.

Step 6: Finalise the Integration
Once all required fields and optional settings are complete:
Click Submit.
A success message will confirm your Zoho Commerce channel has been added.
The channel will now appear in your Sales Channels list in Helm.

Completion
You’ve successfully integrated Zoho Commerce with Helm. Orders and inventory will now sync automatically between systems, keeping your operations efficient and up to date.
📌 Return to Settings → Sales Channels at any time to update or review your Zoho integration.
