Executive Summary
DKSI is an importer and exporter of commercial and RV products with a focus on two select brands: PHP and EZ Oil Drain. The company operates with a small but dedicated team of four employees and is headquartered in Vancouver, Canada, with additional warehouses in Toronto and Dallas, TX. Their operations span multiple regions, serving clients with quality products and dependable distribution.
The Challenge
Before partnering with Zenatta, DKSI struggled with fully leveraging the Zoho ecosystem for their growing needs. While the company had access to multiple Zoho applications, they faced challenges in using them efficiently, particularly Zoho CRM, Analytics, and Desk. Warranty processing was especially difficult, with hours spent in Zoho Desk trying to streamline workflows. Leadership lacked clear visibility into key metrics such as warranty tracking, profit margins, warehouse activity, and pricing structures.
The Implementation
Zenatta worked extensively with DKSI to streamline their multi-application setup and stabilize their eCommerce-to-Zoho data flow.
The engagement began with refining DKSI’s existing Zoho Analytics dashboards. Zenatta rebuilt and optimized key reports, including revenue KPIs, price list dashboards, and item performance metrics. These updates eliminated redundant dimensions, added deal-level pricing, and created visual widgets to better track revenue by category and margin. The improved Analytics dashboards provided leadership with the clarity they needed to analyze product profitability and performance across regions.
From there, Zenatta’s consulting team shifted focus to addressing DKSI’s WooCommerce integration challenges. Early assessments revealed data inconsistencies between WooCommerce and Zoho Books due to limitations in the CRM Perks plugin. Zenatta coordinated directly with CRM Perks support, diagnosing and correcting multiple sync errors related to payments, coupons, and tax mapping.
To improve accuracy, Zenatta reconfigured Zoho Feeds so that order data would only pass to Zoho once a WooCommerce order was marked as Completed. This change prevented duplicate or failed transactions from being recorded as paid. The team also updated feed logic to properly map customer currencies and status fields, ensuring correct data transfer for both U.S. and Canadian transactions.
When CRM Perks’ out-of-box limitations created persistent issues, Zenatta advised DKSI on transitioning to a more reliable custom API solution. This custom integration allowed bidirectional syncing of product data between Zoho Inventory and WooCommerce, maintaining SKU-based accuracy across platforms. The setup included item imports, stock synchronization, and automated updates to ensure product details remained current between systems.
Further enhancements extended to Zoho Books and Inventory workflows. Zenatta assisted DKSI in importing and cleaning large product lists, resolving backorder visibility issues, and closing out historical sales orders. These adjustments improved overall inventory control and ensured consistency across DKSI’s financial and operational systems.
The Results
While adoption across all users has been gradual, DKSI has already benefited from the new systems. With structured dashboards and reports in place, the company now has the infrastructure to analyze profitability, warranty efficiency, and operational activity with greater clarity. Leadership acknowledges that although some tools are not yet fully utilized, the groundwork established by Zenatta has positioned DKSI to manage their business more effectively as adoption improves.
“Worked with me to create management dashboards. Got a clearer picture of multiple issues i.e. Warranty, Profit margins, warehouse activity, and selling price/price list.”
– Barry Smith, President, DKSI