Connect your Zid store to your ERP or accounting system
Every paid order from your Zid store is posted to your ERP or accounting system, each return as a credit note with Odoo, ERPNext and Wafeq, and stock flows from your ERP warehouses to your Zid locations. Each system has a page with what syncs and how setup works.
Systems the app works with today
- ERPOdooOdoo 18 and 19: orders, returns and stock between Zid and Odoo.
- ERPERPNextERPNext: orders, returns, and each warehouse's stock at its Zid location.
- ERPMicrosoft Dynamics 365 Finance and OperationsDynamics 365 Finance and Operations: orders and stock between Zid and the ERP.
- AccountingWafeqWafeq (accounting): orders, returns and stock between Zid and your books.
- Public APIAny system with a public APIAnother system with a public API: the link is built for you on request.
Order arrives
The paid-order notice reaches the app from Zid.
Customer
Depending on your ERP, the customer is linked to their ERP record or a new record is created, or orders post under one customer account chosen during setup.
Posted
The order is posted with the customer, items, tax and shipping, exactly once.
Read back
The order is read back from the ERP to confirm it is there.
Document number
The ERP document number appears as a comment on the Zid order with every system.
Order status
Updating the order status in Zid is available with Dynamics 365 Finance and Operations, and is switched on during setup.
Step 2 depends on your ERP, and step 6 is available with Dynamics 365 Finance and Operations. The other steps are the same with every system.
Install
Install the app from the Zid App Market and choose a plan.
Data and system
Pick the data to connect and the system, then enter your API keys. Help getting them is available.
Scope
Approve the scope of work.
Test and go live
The link is tested on your store's orders and goes live once you approve the test report.
Questions merchants ask
My system is not on the list. Can it be connected?
If it has a public API, the link can be built for you on request. The details are agreed in the scope of work.
How long does it take?
Our team does the setup with you. You go live about two weeks after install, once you approve the test report.
Is stock included in every plan?
Starter covers orders and returns. Stock starts on Growth, and price sync is set up on request. Business adds multi-warehouse routing: each order goes to the warehouse that serves the shopper's ship-to city, from a city list set during setup.
Do I need API keys?
Yes, connecting your ERP needs its API keys, and help getting them is available. Insights and the assistant work right after install, before your ERP is connected and with no API keys.