Zoho Sales Sync — Dashboard

Overview

Webhook entry: From To

Settlement date

Webhook entry: From To

📦 Line Items & Pending Invoices

Jis order ka product (line item) Zoho Books ke Items me nahi hai, uska invoice HOLD ho jaata hai aur wo row yahan aa jaati hai. Flow: Zoho Books me bilkul usi naam se item banao → Recheck (ya Sync Items) → line item ✅ available ho jaayega → Retry se invoice ban jaayega.

Har row = ek line item (product) jo invoice rok raha hai. ❌ = Zoho Items me nahi mila (naam bilkul same hona chahiye), ✅ = ab mil gaya, sirf Retry baaki.

Webhook Monitor

Har incoming webhook ka raw log — source, date/time aur poora payload SQLite me. Blank ya galat-format payload bhi save hota hai. Niche filter karo; row pe "Payload" dabao to raw body khulega. Failed ko retry kar sakte ho.

Settlement Auto-Poller

Learnyst (Razorpay) settlement ~T+2 me aata hai. Poller fixed times pe chalta hai, Razorpay settlement recon report se settle hui payments ko pending invoices se match karke payment → journal → apply credit auto karta hai. Niche har run ka log + atki hui rows ka step-wise error.

Jis row ka settle adhura raha — kahan atka (step) aur kya error. Theek karke "Settle" se resume kar sakte ho (jo step ho chuka skip hoga).

1 Upload

2 Review

3 Result

Sheet upload

Invoice date (poore batch ke invoice isi date pe banenge — sheet ka date override)

Payment record karna hai?

Off = sirf invoice banega, payment skip.

Settlement date (payment isi date pe — manual, sheet/Razorpay se nahi)

Fee journal banana hai?

Off = gateway-fee journal + credit apply skip.

Review —

Process karne se pehle dekh lo: Matched = system me already hai (webhook se aaya). New = sirf sheet me hai, iska invoice+payment+journal naya banega.

Result

Success

Failed

Attention

Failed / Attention transactions

Zoho Mapping — per platform

Bank = settled paisa yahan deposit (Record Payment). Vendor = gateway (journal ke Accounts Payable line pe). AR (customer) / AP system accounts auto-detect — koi ledger mapping nahi.

📗 Graphy

Bank — settled paisa yahan deposit

Vendor — gateway (journal AP)

📘 Learnyst

Bank — settled paisa yahan deposit

Vendor — gateway (journal AP)

📦 Zoho Items (Product gate)

Invoice tabhi banega jab uska product Zoho Books ke Items me ho. Ye store roz 24h me auto refresh hota hai; naye item add karne ke baad yahan se turant sync + held (product-missing) rows retry kar sakte ho. Product Zoho me na ho to invoice HOLD hota hai — saare ruke invoice + unke line items 📦 Line Items page pe hain (wahin se recheck + retry).

🚫 Excluded Courses

Yahan diye gaye courses ke invoices skip honge — webhook aur sheet upload dono me. Exact naam daalo (case-insensitive). Webhook log me entry aayegi ki "excluded" tha, lekin Transactions me entry nahi banegi.

Webhook URLs

Ye URLs Graphy/Learnyst ke webhook settings me daalo (purchase event):

Flow

Purchase → platform webhook → Zoho me invoice (tax-inclusive, sent, due today).
Graphy ke 2 webhook (enrolled + transaction) Order Id se merge.
Duplicate sirf Order Id (Graphy) / Payment Ref (Learnyst) se — same key dobara aaye to skip.
Settlement ke baad sheet upload → payment + journal (fee).