Bridging Two Powerful Ecosystems: From Zoho Books to Odoo Sales

09.10.25 12:17 PM

Transforming Multi-Platform Management into a Unified ERP Experience


Leveraging our dual expertise in Zoho and Odoo, the Verticalis (Zoho) and SerpentCS (Odoo) teams collaborated to develop a unified synchronization solution that acted as a seamless bridge between the two platforms. This custom-built integration automated data flow between Zoho CRM and Odoo ERP, ensuring real-time communication and data consistency across systems. 

The Challenge


Cityfurnish
, a leading furniture and appliance rental brand, was managing its daily operations across multiple Zoho applications, including:

  • Zoho Books for accounting

  • Zoho Inventory and Zoho Purchase Orders for procurement

  • Zoho CRM for direct sales management

  • Zoho Desk for customer support

While Zoho served them effectively in the early stages, maintaining multiple systems separately was increasing operational costs, data dependency, and time spent on consolidation.
The client needed a unified ERP platform capable of handling accounting, sales, and purchase operations under one roof β€” with enhanced performance and simplified management.

Key Highlights of the Solution

  • βš™οΈ Automated Sync: Leads, orders, and customer data automatically synchronized from Zoho to Odoo.

  • πŸ” Data Validation: Intelligent checks to prevent duplication or mismatched entries.

  • πŸ•’ Scheduled Synchronization: Continuous data exchange with minimal downtime.

  • πŸ“ˆ Custom Logs & Alerts: Real-time monitoring of sync status for complete transparency.


Our Approach


The Verticalis and SerpentCS teams worked hand in hand to migrate and optimize Cityfurnish’s workflows from Zoho to Odoo.
By combining certified expertise in both systems, we ensured data accuracy, structural consistency, and business continuity throughout the process.

Key areas migrated:

  • Zoho Books ➜ Odoo Accounting

  • Zoho Purchase Orders ➜ Odoo Purchase

  • Zoho CRM Sales ➜ Odoo Sales

  • Zoho Desk ➜ Odoo Helpdesk

Each module was carefully mapped, cleansed, and validated to ensure a smooth transition with minimal downtime.


The Solutions Delivered


Our migration went beyond data transfer β€” it was a strategic transformation designed to deliver tangible business results.

Key outcomes included:

  • βœ… Reduced Operational Costs: Eliminated the need to manage and pay for two separate technologies.

  • ⚑ Improved System Speed: Odoo’s unified database made operations faster and more efficient.

  • πŸ•’ Faster Data Handling: Migration to a single platform reduced reconciliation and sync time.

  • πŸ“Š Simplified Dashboard Management: Unified dashboards offered clear visibility of KPIs across departments.


The Result


The newly integrated system delivered measurable improvements for Cityfurnish:

  • βœ… Single Source of Truth: Unified data across sales, inventory, and accounting.

  • ⚑ Faster Order Processing: Real-time updates reduced operational delays.

  • πŸ“Š Enhanced Reporting: Consolidated dashboards improved decision-making.

  • πŸ’° Cost Reduction: Removed dependency on dual technologies.

  • πŸš€ Improved Scalability: Boosted system performance and management speed.


Our Dual Expertise: Zoho + Odoo


At Verticalis, we bring unmatched experience in both Zoho and Odoo ecosystems β€” making us the ideal partner for:

  • Zoho to Odoo Migrations

  • Odoo to Zoho Transitions

  • Custom Integrations Between Both Systems

This project exemplifies how our combined expertise in Zoho and Odoo empowers businesses to operate more efficiently, cut costs, and gain real-time visibility. By connecting two powerful ecosystems, we helped Cityfurnish achieve a truly integrated ERP experience β€” one that supports growth, automation, and innovation.