Seamlessly Streamline Business with Empress Zenoti Integration

Guides & Tutorials
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Introduction

Welcome to the Empress Zenoti Integration guide! This guide will walk you through the process of integrating Zenoti with Empress to streamline your business processes and enhance efficiency.

What is Zenoti Integration?

The Zenoti Integration in Empress is a feature that allows your business to effortlessly synchronize purchase orders and sales invoices from Zenoti, a cloud-based business management software. This integration will automatically generate any missing information, such as customer, supplier, or item details in Empress, by pulling this data from Zenoti. This seamless connection between the two platforms simplifies the management of your business’s resources and transactions.

Setting Up Zenoti Integration

You can find Zenoti Integration under the Ecommerce Integrations section in the Empress Cloud Marketplace.

Installing the App

The installation process varies depending on where your Empress site is hosted:

  • If your site is hosted on Empress Cloud, simply navigate to your site dashboard and install the app from there.
  • If your site is hosted by Empress, raise a support ticket to have the app installed on your site.
  • For self-hosted Empress sites, use Empress bench to install the app.

Preparing for Setup

Before setting up the Zenoti Integration, make sure you have the following:

  1. A cost center and a warehouse in Empress for each center in Zenoti.
  2. Ensure all relevant items are created in Empress.
  3. Opening stock entries are created using Stock Reconciliation in Empress.
  4. Item Tax Templates are created with correct accounts and tax rates.
  5. An account to record sales of gift or prepaid cards and tips.
  6. The appropriate accounts are set in the mode of payments. Add “Card”, “Custom” and “Points” as modes of payment.
  7. Ensure the “Enable Perpetual Inventory” option is unchecked in the Company Master.

Configuring Zenoti on Empress

Access Zenoti Settings through the Awesome search bar and fill in the following details:

  1. Last Sync: The date and time of the last invoice sync.
  2. API Key: Your Zenoti API Key.
  3. Sync Interval: The time duration between each sync.
  4. Default Purchase Warehouse: The warehouse for all Purchase Orders.
  5. Default Buying Price List: This maintains the price of Items in Empress.
  6. Default Selling Price List: This also maintains the price of Items.
  7. Liability Income Account: The account for booking Tips and sales of Gift & Prepaid cards.
  8. Default Customer Group: If you want to assign a specific customer group to new customers.
  9. Default Supplier Group: If you want to assign a specific supplier group to new suppliers.
  10. Cost Center and Warehouse Mapping: Map all Zenoti Centers to their corresponding Empress Cost Centers and Warehouses.

Syncing and Manual Creation

Some entities will be automatically synced, while others need to be manually created:

Automatic Syncing

Customers, Suppliers, Purchase Orders, Debit Notes, Sales Invoices, Credit Notes, Gift/Prepaid Card Sales, and Stock Reconciliation will all be automatically synced.

Manual Creation

Items, Item Tax Templates, Warehouse, Cost Centers, and Employees need to be manually created and then updated when syncing sales/purchase orders.

Note: Purchase Invoice from the Purchase Order must be manually created.

In summary, the Zenoti Integration in Empress simplifies your business processes by automating the creation and syncing of various entities between Zenoti and Empress. This saves time and reduces errors, allowing your business to operate more efficiently. For further assistance, remember that you can always reach out to Empress’ support team or refer to additional resources available in the Empress Cloud Marketplace.