ERP and accounting

Bring Zoho inventory, accounting, and customer data together.

Connect Zoho Inventory, Zoho Books, and Zoho CRM with your ecommerce channels. Give operations, finance, and sales teams shared context for stock, orders, invoices, bills, and wholesale accounts—without adding another silo.

Free assessment →All integrations

One connected business view

Keep your existing Zoho tools working together.

Zoho Inventory holds stock and sales orders, Zoho Books manages invoices and bills, and Zoho CRM contains wholesale account information. Unison brings available details into a shared workspace with your ecommerce channels, while each Zoho product remains part of your established operating setup.

Inventory

Connect inventory and sales-order context.

Review Zoho Inventory stock and sales orders with channel activity when your team has chosen Zoho as its source for inventory decisions.

Books and CRM

Bring finance and wholesale details into context.

Connect Zoho Books invoices and bills with Zoho CRM wholesale accounts, so finance and sales teams can review channel costs and customer activity together.

Connected data

Bring stock, finance, and account information together.

See relevant details from Zoho Inventory, Zoho Books, and Zoho CRM alongside your product and channel activity.

Stock and sales orders

Stock and sales orders from Inventory.

Bring stock and sales-order information into product context to help your team understand inventory movement across business channels.

Invoices, bills, accounts

Invoices, bills, and accounts from Books and CRM.

Connect financial documents from Zoho Books with wholesale account information from Zoho CRM for a more complete customer and cost view.

Workflows and approvals

Route inventory updates for review and keep finance in Zoho Books.

A stock update can return to Zoho Inventory when it is supported and approved. Invoices stay in Zoho Books, while marketplace price changes follow the relevant channel workflow.

Writes, held

Review stock updates before they reach Inventory.

A stock change can be sent to Zoho Inventory after the person you designate approves it. Invoices remain in Books, CRM notes remain in CRM unless scoped, and marketplace prices follow the applicable channel rules.

API and MCP

Connect Zoho data to AI-assisted workflows.

An API connection or MCP server can make approved Inventory, Books, and CRM information available to AI workflows. Your setup defines access, which details are used, and which updates need human review.

Portal-only

Keep portal work with each product owner.

If your team manages Inventory, Books, or CRM directly in its portal, that work stays with the relevant people. Connected information can still support a shared view, with updates held for review.

Which count

Choose the source for inventory decisions.

Confirm whether Zoho Inventory or a warehouse tool is the source your channels should use. Keep stock updates tied to the system your team trusts.

A more connected workday

Coordinate wholesale, inventory, and finance with shared context.

Wholesale customer details in CRM, stock and orders in Inventory, and invoices and bills in Books can inform the same operational conversation. Give teams and approved AI workflows one place to work from instead of piecing together separate systems.

Across the business.

Inventory data supports stock planning, Books supports finance review, and CRM keeps wholesale account context available alongside channel activity.

When a change needs to happen.

A supported stock update waits for approval before returning to Inventory. Invoices stay in Books, and prices follow the rules and review process for their sales channel.

Plan your connection

Start with the Zoho products and workflows you already use.

We’ll identify which Zoho products are active, who owns each workflow, and which system your team relies on for stock and financial decisions.

Which products

Inventory, Books, CRM—the products you use.

Confirm which products are live and what information should be connected from each one.

The admin

Who manages access and approvals?

Identify the administrator and the people who approve changes, including stock updates sent back to Inventory.

The count

Which system guides stock decisions?

Choose whether Zoho Inventory or a warehouse tool is your trusted stock source, so updates have a clear destination.

Connection method

How will each product connect?

Confirm whether each workflow uses an API connection, MCP server, or portal-based review. Invoices remain in Books, with changes reviewed by the appropriate owner.