Zid Integration
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Overview
Below is a business-focused explanation of the Zid Integration document type, written for operational and management users.
What is Zid Integration used for?
Zid Integration is used to connect Dafater with the Zid e‑commerce platform so that business data can flow smoothly between online sales operations and internal business records.
Its main purpose is to ensure that information such as orders, customers, products, and payments coming from Zid is properly linked and recognized inside Dafater without manual effort.
From a business perspective, Zid Integration acts as the control center that authorizes, manages, and monitors the relationship between your Zid store and Dafater.
Prerequisites and setup requirements
Before using Zid Integration, the following business preparations should be completed:
- An active and verified Zid store used for selling products or services
- Clear internal ownership of the Zid store (who manages orders, pricing, and fulfillment)
- Defined business rules for how online orders should be handled in Dafater (for example, order approval, invoicing, or fulfillment steps)
- Accurate product and pricing structure agreed upon by sales and finance teams
- Internal approval to allow automated data exchange between systems
These steps ensure that once the integration is active, business data flows correctly and responsibly.
Typical workflow and business process fit
The usual business workflow for Zid Integration looks like this:
Activation
A business user enables Zid Integration to officially link the Zid store with Dafater.Alignment of business data
Products, customers, and order rules are aligned so both systems “speak the same language” from a business point of view.Ongoing operations
- Orders placed on Zid appear in Dafater for processing
- Customer details are available for billing and follow-up
- Sales data supports reporting and decision-making
Monitoring and review
Business users periodically review the integration status to ensure sales and order data remain accurate and complete.
This document fits directly into daily sales operations, order management, finance review, and performance tracking.
Key business scenarios where Zid Integration is essential
Zid Integration is especially important in these situations:
- Running an online store on Zid while managing accounting, sales, or fulfillment in Dafater
- Handling high order volumes where manual entry would be slow or error-prone
- Ensuring finance teams have accurate and timely sales data
- Supporting customer service teams with up-to-date order and customer information
- Expanding online sales while maintaining strong internal control
Without this document, businesses risk delays, data mismatches, and operational inefficiencies.
Important considerations for users
When working with Zid Integration, users should keep the following in mind:
- Only authorized users should manage or change integration settings
- Business rules should be reviewed before activating or modifying the integration
- Changes in pricing, products, or sales policies on Zid may impact internal processes
- Regular checks help ensure that sales data remains reliable
- Any major business change (new products, new fulfillment method, or policy updates) should be reflected in the integration setup
In summary
Zid Integration is a critical business document that enables seamless coordination between online sales on Zid and internal operations in Dafater. It supports efficiency, accuracy, and growth by ensuring that digital sales activities are fully aligned with business workflows and decision-making.
Basic Information
- Module: Dafater Integrations
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| integration_hints | Integration Hints | Data | - | Guidance notes for configuring and troubleshooting Zid integration in Dafater. | |
| secret_key | Dafater API Secret Key | Data | ✓ | - | Secure Dafater API key used to authenticate Zid integration requests. |
| integration_id | Zid Store ID | Data | ✓ | - | Unique identifier of the connected Zid store in Dafater. |
| zidstorename | Zid Store Name | Data | - | Official Zid store name for reference within Dafater. | |
| shippingandcashondeliveryexcludedfrom_taxes | shipping and cash on delivery excluded from taxes | Select | Yes, No | Defines whether shipping and COD charges are excluded from tax calculations. | |
| pos_profile | POS Profile | Link | ✓ | POS Profile | POS profile used for sales transactions imported from Zid. |
| company | Company | Link | ✓ | Company | Company in Dafater linked to this Zid integration. |
| company_abbr | Company Abbreviation | Data | - | Short company code used for records and naming in Dafater. | |
| status | Status | Select | Inactive, Active | Controls whether the Zid integration is active or inactive. | |
| failure_email | Failure Email | Data | - | Email address to receive Zid integration failure notifications. | |
| itemnamingseries | Item Naming Series | Select | ✓ | , ITEM, STO-ITEM-.YYYY.- | Defines automatic item code numbering for Zid products. |
| valuation_method | Valuation Method | Select | ✓ | , FIFO, Moving Average | Inventory valuation method applied to Zid items in Dafater. |
| itemzerovat_template | Zero VAT Template | Link | ✓ | Item Tax Template | Tax template applied to Zid items with zero VAT. |
| itemcodedepends_on | Item Code Priority Depends On | Select | Product Name, SKU ID | Determines whether item codes use product name or SKU. | |
| item_group | Item Group | Link | ✓ | Item Group | Default item group assigned to Zid products in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Company | Links to | Setup |
| Item Group | Links to | Setup |
| Item Tax Template | Links to | Accounts |
| POS Profile | Links to | Accounts |