DK Smith International – WooCommerce to Zoho Integration & Analytics Case Study
Industry: Import/Export (Commercial & RV) |
Location: Vancouver, Canada (Warehouses: Toronto, ON & Dallas, TX)
Team Size: 4 |
Apps: Zoho CRM, Books, Inventory, Analytics
Executive Summary
DK Smith International imports and distributes commercial and RV products throughout North America, specializing in the PHP and EZ Oil Drain brands. Operating from Vancouver, Canada, with warehouses in Toronto and Dallas, this small but agile team needed a clearer view of sales, warranty, and profit data across their Zoho suite. They partnered with Zenatta to improve visibility and integration between WooCommerce and Zoho.
Zenatta built reliable integrations between WooCommerce and Zoho Books, Inventory, and CRM, and delivered custom dashboards through Zoho Analytics. These improvements provided DK Smith International with dependable reporting and streamlined daily operations.
The Challenge
Before engaging Zenatta, DK Smith International faced difficulties managing Zoho modules effectively. CRM usage was inconsistent, Analytics dashboards lacked clarity, and WooCommerce orders were not syncing properly with Zoho Books and Inventory. Warranty management through Zoho Desk required manual intervention and lacked cohesive tracking.
“Understanding and working efficiently using specific Zoho modules was difficult—especially CRM and Analytics—while Desk supported warranty but wasn’t streamlined.” – Barry Smith, President, DK Smith International
Why It Mattered
With only four employees handling multi-location operations, every manual step slowed progress. Improving data accuracy and integration between systems was critical to ensure warranty claims, pricing, and profitability were managed efficiently and reliably.
The Zenatta Solution
Zenatta worked with DK Smith International to stabilize WooCommerce–Zoho integrations, automate data handling, and create actionable analytics dashboards for better decision-making.
- Books & Inventory Integration: Configured WooCommerce feeds for Sales Orders, Invoices, and Payments; aligned tax, SKU, and currency mappings; ensured accurate item synchronization between systems.
- CRM Automation: Refined CRM Perks feed logic to only push data for completed orders; improved field mapping and payment tracking within Zoho CRM.
- Analytics Dashboards: Developed management dashboards to monitor warranty claims, profit margins, warehouse activity, and pricing. Cleaned up SQL queries and optimized widgets for accurate data presentation.
“Zenatta is extremely professional with deep expertise across Zoho. Their guidance and resources helped us get clarity fast.” – Barry Smith, President, DK Smith International
Results
The integration now provides DK Smith International with dependable WooCommerce → Zoho workflows and real-time visibility into critical business areas. Leadership can track warranty issues, pricing, and margins efficiently across systems.
- Stable WooCommerce → Zoho Books/Inventory synchronization
- Custom dashboards highlight warranty and margin performance
- Reduced manual entry and improved reporting accuracy
“I would recommend Zenatta. They’re professional, knowledgeable across many modules, and their videos and portal are incredibly helpful.”
– Barry Smith, President, DK Smith International
