In this tutorial, we will give an example of how you can connect Megaventory with 3rd party apps, by means of Zapier and by making use of multiple line data entry in the latter. We will use a Zoho invoice as an example 3rd party app for input.
Note: In order to create multiple lines in particular it is required that both the Zapier Action and Trigger support the feature of multiple lines. So, for example, a Google Sheet file cannot be used as a _direct_ source of a Megaventory Purchase Order creation as the Google Sheet New Line Action does NOT support multiple lines. It is possible however to connect a Google Sheet with Megaventory in a different, 3-step process as shown here.
In particular, it will be explained how to transfer the contents of a Zoho Invoice to a new Megaventory Purchase Order through Zapier. The general idea is that we create a new Invoice in Zoho, then map its values to our Megaventory Purchase Order. This mapping needs to be done once, and Zapier will transfer data automatically afterwards. Detailed steps on how to do this are explained below.
Step 1: Preparation
Let’s say, we create an invoice in Zoho. We need to choose a Customer Name from the Zoho database, a generated ID for our invoice and of course the products that need to purchased. All other fields are not required.
Our new Invoice will be saved in drafts. Below, there is one example for such a newly created invoice.
Now that we have created the invoice in Zoho, it’s time to set up our Zap in order for Megaventory to create a new Purchase Order.
Step 2: Create the Trigger
The first step in order to make a Zap is to choose one Trigger. In our case, the Trigger App is “Zoho Invoice”. The Trigger will be activated when a new Zoho Invoice is created.
In the next step, a Zoho account needs to be logged in. After that, Zapier scans your Zoho account for sample Invoices. Choose the sample that needs to be tested:
Step 3: Create the Action
When the Trigger “New Invoice” has been set up, we can make an Action. We select the “Insert a Purchase Order” Action as displayed below:
The next step is the most important. We need to map the values from Zoho Invoice to the fields of the Megaventory Purchase Order. In this way, the Zoho values entered in the invoice will be automatically transferredd to the Megaventory Purchase Order.
After it’s finished, the Megaventory Action Template should look like this:
Note: In particular, the Order Status needs to be filled in (with either Pending or Approved) in order to proceed
After that, we name our Zap and turn it on. Next time, we create a new Zoho Invoice, our Zap will automatically be triggered and create a new Purchase Order in Megaventory.