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Zenoti Integration

Zenoti Integration connects ERPNext with Zenoti to automatically sync
Purchase Orders and Sales Invoices. During synchronization,
the integration can also create missing Customers, Suppliers,
and Items in ERPNext using data from Zenoti.

Summary

  • Automatically imports Purchase Orders and Sales Invoices from Zenoti.
  • Creates missing Customers, Suppliers, and Items during synchronization.
  • Supports automated Credit Notes, Debit Notes, and Stock Reconciliation.
  • Available through the Ecommerce Integrations app.

How to Set Up Zenoti Integration

Zenoti Integration is available through the Ecommerce Integrations app available on the Frappe Cloud Marketplace.

App Installation

  • On Frappe Cloud, install the app directly from the Marketplace.
  • If your ERPNext instance is hosted by Frappe, request installation through a support ticket.
  • For self-hosted deployments, install the app using Bench: 
    bench get-app ecommerce_integrations --branch main

Prerequisites

Before You Begin

  • Create Warehouses and Cost Centers in ERPNext for every Zenoti center.
  • Create stock Items in ERPNext (especially inventory items).
  • Import opening inventory using Stock Reconciliation.
  • Create Item Tax Templates based on Zenoti Tax Groups.
  • Create a liability account for Tips, Gift Cards, and Prepaid Cards.
  • Configure payment accounts and create Card, Custom, and Points payment modes.
  • Disable Enable Perpetual Inventory in Company settings.

Configure Zenoti Settings

Open Zenoti Settings from the Awesome Search bar and configure the following:

Setting Description
Last Sync Displays the date and time of the last successful synchronization.
API Key API key generated from Zenoti (Admin → Setup → API).
Sync Interval Choose how often ERPNext synchronizes with Zenoti (1, 3, 6, 12, or 24 hours).
Default Purchase Warehouse Warehouse used for imported Purchase Orders.
Default Buying Price List Buying price list used for imported Items.
Default Selling Price List Selling price list used for imported Items.
Liability Income Account Account used to record Tips, Gift Cards, and Prepaid Card liabilities.
Default Customer Group Assigned to newly created customers if no customer group exists in Zenoti.
Default Supplier Group Assigned to newly created suppliers if no supplier group exists in Zenoti.
Cost Center & Warehouse Mapping Map every Zenoti center with the corresponding ERPNext Warehouse and Cost Center.

Data Synchronization

Items

  • Initial Item creation must be done manually.
  • After setup, new Items are created automatically whenever required during synchronization.

Item Tax Templates

  • Create manually using Zenoti Tax Groups.

Customers

  • Created automatically during Sales Invoice synchronization.
  • Uses Customer Groups from Zenoti when available.
  • If unavailable, the configured Default Customer Group is used.

Suppliers

  • Created automatically while importing Purchase Orders.
  • Uses Supplier Groups from Zenoti when available.
  • Otherwise, the configured Default Supplier Group is assigned.

Warehouses

  • Must be created manually in ERPNext.
  • Mapped with Zenoti Centers through the Warehouse Mapping table.

Cost Centers

  • Created manually in ERPNext.
  • Mapped to Zenoti Centers for transaction allocation.

Employees

  • Initially created manually.
  • Can also be created automatically when required during synchronization.
  • If mandatory employee dates are unavailable, ERPNext assigns default values which can be updated later.

Purchase Order Synchronization

  • Purchase Orders created in Zenoti are imported into ERPNext at the end of the day.
  • Missing Suppliers and Items are created automatically.
  • Purchase Invoices must be created manually after synchronization.

Debit Notes

  • Return Purchase Orders automatically generate Draft Debit Notes in ERPNext.

Sales Invoice Synchronization

  • Sales Invoices are imported automatically according to the configured synchronization interval.
  • Missing Customers and Items are created automatically.

Credit Notes

  • Return Invoices from Zenoti automatically create Credit Notes in ERPNext.
  • Only product returns are included; service returns are excluded.

Gift and Prepaid Card Support

  • Gift and Prepaid Cards are treated as Items.
  • When used for payment, they are recorded as payment modes on future invoices.

Stock Reconciliation

  • Inventory is synchronized at the end of each day using Stock Reconciliation.
Key Features

  • Automatic Purchase Order and Sales Invoice synchronization.
  • On-demand creation of Customers, Suppliers, Items, and Employees.
  • Automatic Credit Notes and Debit Notes for returns.
  • Gift Card and Prepaid Card support.
  • Daily inventory synchronization through Stock Reconciliation.
  • Flexible Cost Center and Warehouse mapping for multiple Zenoti centers.
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