Before using this feature, you need to prepare your Zoho Books to be able to read your Amazon and Flipkart B2B customer names.
Doing this is very easy, Just create the customers with exact below names in your Zoho Books.
- Amazon India Customer
- Flipkart India Customer
Amazon starts invoices and credit notes sequence from 1 when the financial change. ZOHO Books will not allow duplicate entries for
Invoices and Credit Notes.
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Example: In financial year 2019-2020, Invoice can be IN-001 and this will also repeat in financial year 2020-2021.
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So we add the invoice/credit notes year of issue as prefix in "YY" format to Invoices and credit Notes to avoid this issue.
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Example: In financial year 2019-2020, The invoice IN-001 issued on 25-04-2021 will be converted as "20-IN-001" and in financial year 2020-2021
this will be "21-IN-001"
Important point to be noted, don't modify the reports before uploading.
Login to ecomgst.com and in "Reports Tab", It has below options. Select based on your requirement.
- I Sell on Amazon (By default selected)
- I Sell on Flipkart
Click on 'Upload' and you will see the number of records uploaded. Here in the right side section select "Zoho Format".
Now click on 'Generate' to generate your invoices and credit notes in ready to upload Zoho Invoices and Credit notes files.
After generating the report, Now the tool is ABSOLUTELY FREE TO USE. Click on proceed and HURRAY!! you are ready to download the Reports. Click on 'Download' to download your sales data in Zoho format as zip file.
Unzip the file. It contains three files for Amazon and three files for Flipkart (Based on which E-Commerce platform you are selling and uploaded the data for).
- _Amazon_ZOHO_UPLOAD_INVOICES.csv - You need to choose this while uploading Amazon invoices in Zoho Books
- _Amazon_ZOHO_UPLOAD_CREDIT_NOTES.csv - You need to choose this while uploading Amazon returns in Zoho Books
- _Amazon_INVOICES_ISSUED.csv - This is a free report. You can use this to file invoices sequences issued via Amazon in GST Website
- _Flipkart_ZOHO_UPLOAD_INVOICES.csv - You need to choose this while uploading Flipkart invoices in Zoho Books
- _Flipkart_ZOHO_UPLOAD_CREDIT_NOTES.csv - You need to choose this while uploading Flipkart returns in Zoho Books
- _Flipkart_INVOICES_ISSUED.csv - This is a free report. You can use this to file invoices sequences issued via Flipkart in GST Website
Now to upload your invoices...
- Login to your ZOHO Books
- Navigate to "Sales" -> "Invoices"
- Click on "Invoices"
- Click on the bread crumbs at the top right corner, next to settings symbol
- Select "Import Invoices"
- Click on "Choose file" and select the file you have generated using ECom GST.(File ending with "_ZOHO_UPLOAD_INVOICES.csv")
- Make sure ""Character Encoding"" is set to "UTF-8 (Unicode)" and "File Delimiter" is set to "Comma(,)" and Click on "Next"
- Here is the most important section. Now you see a page where ZOHO Books Will ask to map the fields in ZOHO Books to the headers in the file you are uploading
- Left side is the name of field in Zoho Books "ZOHO BOOKS FIELD""
- Right side is what is the header for that field in your file "IMPORTED FILE HEADERS"
- Select the mappings as shown in this link - "Zoho Books to ECom GST field mappings" page.
Section "Invoices Mapping"
- Leave or ignore the mappings that are not shown in the above link
- IMPORTANT - Don't forget to select "Save these selections for use during future imports." option at the bottom, before clicking "Next". This will save your mappings and
you no need to do this mappings step from next time onwards
- In the next page it will show the summary
- Invoices that are ready to be imported ( XXX ) - Meaning Succesfully loaded and ready to import
- No. of Records skipped ( XXX ) - Ideally it should be 0 {Zero). Meaning these records are failed to load. You can click on it to see why it failed and take necessary actions
- Usually sometimes Amazon gives state as UP instead of Uttar Pradesh or some GA instead of Goa. ECom GST will correct most of these.
But If any new wrong state which is not already handled or recorded at us will take some time to correct.
- You can report this to care@ecomgst.com. We will try to correct this as soon as possible. If the number of records skipped are only few,
you can also continue by clicking on "Import" and try adding these manually later
- Unmapped Field - Meaning, mappings for some fields. Recheck your mappings
Steps are similar to "Import Credit Notes"
- Login to your Zoho Books
- Navigate to "Sales" -> "Credit Notes"
- Click on "Credit Notes"
- Click on the bread crumbs at the top right corner, next to settings symbol
- Select "Import Credit Notes"
- Click on "Choose file" and select the file you have generated using ECom GST.(File ending with "_ZOHO_UPLOAD_CREDIT_NOTES.csv")
- Make sure ""Character Encoding"" is set to "UTF-8 (Unicode)" and "File Delimiter" is set to "Comma(,)" and Click on "Next"
- Here is the most important section. Now you see a page where Zoho Will ask to map the fields in Zoho Books to the headers in the file you are uploading
- Left side is the name of field in Zoho Books "ZOHO BOOKS FIELD""
- Right side is what is the header for that field in your file "IMPORTED FILE HEADERS"
- Select the mappings as shown in this link - "Zoho Books to ECom GST field mappings" page.
Section "Credit Notes Mapping"
- Leave or ignore the mappings that are not shown in the above link
- IMPORTANT - Don't forget to select "Save these selections for use during future imports." option at the bottom, before clicking "Next". This will save your mappings and
you no need to do this mappings step from next time onwards