Shopify to Zoho Books Converter: Free Order Import Tool

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Convert Complete

Zoho Books Invoice Format
valid rows

Transform Shopify order CSV exports into Zoho Books invoices. Automatically map line items, customers, and taxes for seamless accounting integration.

No API required
Browser-based processing
Run on Google Cloud Platform

Download Sample Orders

Example Shopify orders export

Download Sample

Tool Rating

4.7 / 5 (52 votes)

How It Works

1

Set Up Tax in Zoho Books

Settings → Taxes → Create tax (note exact name for configuration)

2

Export from Shopify

Admin → Orders → Export → Download CSV

3

Convert with Tax Mapping

Upload Shopify CSV, configure tax name, download Zoho-ready file

4

Import to Zoho Books

Sales → Invoices → Import → Upload CSV → Map fields

Why Shopify-Zoho Books Needs Format Conversion

Tax Name Matching Issue

The most common Zoho Books import error is "Tax does not exist". Zoho Books requires tax names to match exactly (case-sensitive). Shopify exports tax amounts but not tax names. Manual mapping for each order is tedious and error-prone.

What This Tool Provides

Automatic conversion with tax name configuration: - Maps Shopify order numbers to invoice numbers with optional prefix - Converts multi-line orders to Zoho Books invoice format - Applies your configured tax name to all line items - Formats dates to DD/MM/YYYY (Zoho default) - Creates customer names from Shopify billing data Zoho Books can create customers during invoice import, making it easier than other platforms.

Your Data is Safe

Bank-Level Security

256-bit SSL encryption. Same standards as major financial institutions.

No Data Storage

Files are processed directly in browser. No calls to our servers.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Field Mapping

How Shopify Orders fields map to Zoho Books Invoice

Shopify Orders Source Value Zoho Books Invoice Target Value Note
Name #1001 Invoice Number #1001 Shopify order number
Created at 2025-01-15T10:30:00-05:00 Invoice Date 01/15/2025 Order date in DD/MM/YYYY format
Lineitem name Widget Pro Item Name Widget Pro Product name
Lineitem quantity 1 Quantity 10 Product quantity
Lineitem price 129.99 Rate 129.99 Unit price
Taxes 10.00 Tax 10.00 Tax name (must match Zoho Books tax)

Why Use This Tool?

Auto Customer Creation

Zoho Books creates customers during import if they don't exist

Tax Name Configuration

Set tax name once, applies to all line items (prevents import errors)

Invoice Prefix

Add prefix to invoice numbers to distinguish Shopify orders

Multi-Line Orders

Handles Shopify's multi-product orders as separate invoice lines

Flexible Mapping

Zoho Books allows field mapping during import for additional flexibility

Date Formatting

Converts to DD/MM/YYYY format Zoho Books expects

Data Transformation

Multiple line item rows per order aggregate into one Zoho Books invoice

Input Shopify Order Line Items

One row per product line item (same order appears multiple times)

Key columns: Name, Lineitem name, Lineitem quantity, Lineitem price
N:1 — Multiple input rows aggregate to one output row
Output Zoho Books Invoice aggregated rows per input

One invoice per order with multiple line items

Product Lines Each product becomes an invoice line with Item/Qty/Rate
Invoice Total = Sum(Line Items) + Taxes

Common Sales Invoice Import Errors

Issues you might encounter when importing Orders Export data to Sales Invoice - and how we solve them

Tax Name Doesn't Exist

Tax name doesn't match Zoho Books tax records

Tax: Sales Tax (doesn't exist in Zoho)
Tax: GST 10% (matches Zoho tax)

Map to existing Zoho Books tax names

Configure tax mapping or create tax in Zoho Books first

Invoice Number Already Exists

Invoice number already used in Zoho Books

Invoice Number: 1001 (duplicate)
Invoice Number: SHOP-1001 (unique)

Add prefix to invoice numbers

Filter to new orders only

Frequently Asked Questions

Zoho Books tax names are case-sensitive and must match exactly. If you have a tax called 'GST 10%' in Zoho, you must enter 'GST 10%' exactly in the converter (not 'gst 10%' or 'GST'). Check your Zoho Books tax list (Settings → Taxes) and copy the exact name.
No! Unlike NetSuite or QuickBooks, Zoho Books can create customers during invoice import. If a customer name doesn't exist, Zoho Books will create a new contact automatically. However, duplicate names may create multiple contacts, so it's still best to import customers first for better control.
If you're importing historical orders and want to distinguish Shopify orders from manual invoices, add a prefix like 'SHOP-'. This converts Shopify order #1001 to invoice SHOP-1001 in Zoho Books. Leave blank to use Shopify order numbers directly.
Shopify exports multi-product orders with multiple rows (one per product). This tool converts each product to a separate line in the Zoho Books invoice. All lines for the same order share the same invoice number.
Yes! Zoho Books shows a field mapping screen during import where you can adjust column mappings. This tool provides correctly named columns, but you can override them during Zoho's import process if needed.
The tool preserves Shopify's currency code. Zoho Books supports multi-currency if enabled in your account. Make sure to enable multi-currency in Zoho Books (Settings → Preferences → Multi-Currency) before importing foreign currency orders.