Metorik – Reports & vs Integration for WooCommerce and Zoho CRM, Books, Invoice, Inventory, Bigin

Connect your WooCommerce store to Metorik – the fast, friendly analytics, advanced reporting, and email marketing platform that helps you understand customers, grow sales, and make smarter decisions. Heads up: Metorik is a paid service. That said, you can try Metorik free for 30 days – no credit card required. Get started here: Try Metorik for free! What is Metorik? Metorik is an all-in-one reporting and marketing platform designed specifically for WooCommerce stores, and built to be super fast, intuitive, and incredibly powerful. From real-time analytics to customer segmentation and cohorts, costs and profit tracking, and even email automation and broadcasts – In just a few clicks, Metorik will help you understand your store’s data, and start making make more informed decisions every day. At a glance: ✅ Advanced Analytics & Reports ✅ Email Marketing, Automation & Abandoned Carts ✅ Customer Cohorts & Order Segmenting ✅ Product & Stock/Inventory Reporting ✅ Cost Tracking & Profit Insights ✅ WooCommerce Subscriptions Reporting ✅ Data Exports to CSV 💥 And so much more… 📊 Advanced Analytics & Reports Metorik gives you over 75 built-in reports, to track every aspect of your WooCommerce store — orders, revenue, refunds, subscriptions, customers, products, taxes, sources, carts and more. Real-time dashboards. Filter and segment any report, in real-time. Compare time periods and see growth trends. Automated email reports and Slack digests for you or your team. 👉 Learn more about Metorik’s Reporting “Metorik is a great tool. We love the ease with which we can identify precisely what’s happening in our WooCommerce store, from easy real-time reporting to looking at abandoned carts and more. Best yet, the team at Metorik are super supportive – what more can a business ask for?” ★★★★★ – Joan, Big Rick’s BBQ Sauce 💌 Email Marketing, Automation & Abandoned Carts Leverage your store data and send hyper-targeted automated email campaigns directly from Metorik — no third-party subscriptions or extra integrations required. One-off broadcasts and newsletters. Automated flows like welcome emails or cart recovery. Dynamic coupons and product suggestions. Replace Woo’s transactional emails. Real-time syncing with your store — no lists to import/export. Rock-solid deliverability with Postmark. Syncs all WordPress users, even non-customers, and includes custom fields. “Not only is it fast and a huge time saver, we used Metorik to create several new customer segments and send targeted email promotions. It paid for itself several times over in the first week.” ★★★★★ – Robby McCullough, Co-Founder, Beaver Builder 👥 Customer Cohorts & Order Segmenting Segment your WooCommerce data like never before — with over 500+ filters you can mix and match filtering across different resource types and with powerful AND/OR logic. Create precise segments matching customer, order, product, or subscription data. Filter by lifetime value, location, product history, and more. Combine logic (AND/OR) for advanced queries. Save and reuse segments for reports or email campaigns. Export your segments to CSV, even on schedule. 👉 Learn more about Segmenting “There’s not many examples of software this powerful and easy to use, and the forward roadmap looks super exciting as well. Bravo Metorik, and thank you for giving us whole new perspectives on our business.” ★★★★★ – Chris Caley, Co-Founder, No Pong 👕 Product & Stock/Inventory Reporting See what’s selling, forecast inventory, and track performance by product or variation, category, brand, tag or attribute. See which products are trending or slowing down. Track units sold, refunds, and margins. Identify top-performing categories or collections. Filter by customer segment, region, or marketing source. See which products are most-abandoned at checkout. See how many days left stock you have. 👉 More on Metorik’s Product Reports “Integrating Metorik with our WooCommerce store and utilizing its data with our physical stores and inventory management system has been a game-changer for us. Metorik has become the cornerstone of our data-driven decision-making process…” ★★★★★ – Chris Cox, Marketing, AllBlacks 💸 Cost Tracking & Profit Insights Move beyond sales and understand what you’re really earning. Metorik’s Profit Reports combine product costs, shipping costs, transaction costs, and even advertising costs to calculate your store’s true profitability — automatically. Track profit by product, category, customer, country or marketing channel. Factor in shipping, fees, and advertising costs. Spot your most (and least) profitable areas. Monitor margins in real-time. 👉 Metorik Costs & Profit Reports 📅 WooCommerce Subscriptions Reporting The Subscription Reports WooCommerce doesn’t show you. Metorik delivers the crystal-clear subscription metrics; MRR, Churn, LTV, Cohorts, vital for your subscription-based business to survive and grow in a competitive landscape. Track MRR, churn, renewal rates, and subscriber growth. Analyze plan performance and customer lifetime value. Identify renewal opportunities and at-risk subscribers. Export or segment data with ease. Email new subscriptions, or follow-up failed renewal orders with Metorik Engage. 👉 See what better Subscription Reports can do “We’ve just switched to WooCommerce Subscriptions with Metorik for reporting from Chargify. Can’t believe how much better it is – game changer for us. Reporting apps can be such hard work to set up but you’ve nailed the usability and UI. Great work!” ★★★★★ – Matt Wilkinson, Founder, Bizink Online 📤 Exports to CSV, even on schedule Need to share your data? Metorik makes it effortless. Metorik’s exporting tools let you get data out of your store in a clean, customizable CSV, lightning-fast, and even on-schedule. Export any dataset – orders, customers, products, subscriptions. Create unlimited saved segments of filtered data, set to export on schedule. Recurring exports that run automatically (daily, weekly, monthly). Customize columns and included data, even custom fields and line items. All exports run on Metorik’s servers with zero load on your store. 👉 See more on Exporting ⚡ Designed for WooCommerce, built for speed Metorik was built specifically for WooCommerce with store owners in mind. It syncs your data over to our high-performance infrastructure so you can get insights to better understand your store inside and out — without slowing it down. The Metorik Helper plugin installs only two files (under 100kb total). Syncing happens automatically and efficiently. All reports, processing & exports happen on Metorik’s servers. “I. Love. Metorik. It’s that simple, I am soooo glad I stumbled across their software while looking for a powerful analytics program for my e-commerce site. I hated using Woo’s built-in analytics program – but Metorik is super-accurate, fast and helps me make better decisions. Oh, and their customer support is second to none. Thanks guys!” ★★★★★ – Mark Collard, Founder, Playmeo 🔗 Integrations to get the full picture Metorik seamlessly integrates with your advertising, analytics, and customer support systems, so you can get a clear picture of your store’s true performance. Integrations include: Analytics & Advertising — Google, Microsoft, Meta, TikTok, Pinterest, or csv syncing. Customer Support — Intercom, Zendesk, Gorgias, HelpScout, FreshDesk, GrooveHQ. Shipping — ShipStation, WooCommerce Shipment Tracking. Costs — WooCommerce COGS Plugin and native WooCommerce costs support. ❤️ Loved and Trusted by Thousands of Stores Metorik is trusted by thousands of WooCommerce stores, all around the world, to manage their WooCommerce store data, better understand their customers, and to help them grow — all from one fast, intuitive platform. “I can’t imagine ever running a WooCommerce shop without Metorik ever again!” ★★★★★ – Andrew Wilder, Nerdpress “Metorik makes it so simple to understand the data. This is a must-have for any WooCommerce store.” ★★★★★ – Michael Tieso, Yerbamatero “Metorik is by far the best source for pulling all of your WooCommerce data together. It makes finding orders and customers easy, and we use it for marketing, product research, pricing, and customer support. Every month they come out with even more amazing features making it easier for us to make data driven decisions for our store. And their support is stellar. Couldn’t recommend more.” ★★★★★ – Hilary Torn, Head of Growth, Fern Valley Farms “Metorik has been a total lifesaver helping us deal with our WooCommerce data (which is sometimes very difficult to keep track of!)” ★★★★★ – Nikki, Ohne “Metorik is one of the most important pieces of software that we’ve bought for our ecommerce store(s). I wish we’d bought it when we first started as it would have solved so many problems. Easily the first thing I would recommend to anyone wanting to use WooCommerce.” ★★★★★ – Sean, Web Operations, Molino 👉 See more reviews here 🚀 Ready to level up your Woo store? Let’s get started: Click Install and activate this plugin. Create or log in to your Metorik account. Connect and start exploring your store’s data in minutes. 👉 Try Metorik free for 30 days – no credit card required.

Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more at crmperks.com. Woocommerce Zoho Connector Setup Go to WooCommerce -> Settings -> Zoho tab then add new account. Go to WooCommerce -> Zoho Feeds tab then create new feed. Map required Zoho fields to WooCommerce Order fields. Send your test entry to Zoho(CRM, Books, Inventory, Invoice). Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice). View screenshots for creating Contact/Account and assign it to SalesOrder. Assigning Contact to SalesOrder is available in pro version only. Connect Zoho Account Connect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts. Fields Mapping Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields. Export Event Choose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). For example , send WooCommerce Order to Zoho on Order Completion. Primary Key Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field. Error Reporting If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address. Zoho(CRM, Books, Inventory, Invoice) Logs Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Zoho and easily resend an Order to Zoho(CRM, Books, Inventory, Invoice). Send Historical Orders/Customers to Zoho Easily export all old woocommerce orders and Customers to zoho in just one click. This feature is available in pro version only. Full Synchronization All Woocommerce Orders/Customers/Products are fully synchronized with Zoho. If you update/delete/restore an order that order will be updated/deleted/restored in Zoho(CRM, Books, Inventory, Invoice). Filter orders By default all Woocommerce orders are sent to Zoho, but you can apply filters & setup rules to limit the orders sent to Zoho. For example sending Orders from specific city to Zoho. Send Data As Notes Send one to many WooCommerce Order fields data as an object(Contact, Account, Lead, Deal, custom module etc) Note in zoho(CRM, Books, Inventory, Invoice). Assign Contact to Order A module(Contact, Account, Lead, Deal, custom module etc) created/updated by one feed can be assigned to the module created/updated by other feed. Premium Version. Following features are available in Premium version only.WooCommerce Zoho Integration Add WooCommerce Order Items to Zoho. All Zoho modules like Invoices, Customer Payments, Estimates, Credit Notes, Recurring Invoices, custom modules etc. Zoho Custom fields. Zoho Phone Number fields. Select Zoho Object Layout. Add a lead to campaign in Zoho CRM. Assign owner to any object(Contact, lead , account etc) in Zoho CRM. Assign object created/updated/found by one feed to other feed. For example assigning a contact to a custom Zoho object. Track Google Analytics Parameters and Geolocation of a WooCommerce customer. Lookup lead’s email and phone number using popular email and phone lookup services. Premium Addons We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons Need Zoho Plugin for Gravity Forms and Contact form 7 ? We have Zoho add-on for Gravity Forms. Gravity Forms Zoho We have Zoho add-on for Contact Form 7. Contact Form 7 Zoho Want to send data to other crm We have Premium Extensions for 20+ CRMs.View All CRM Extensions