No Zoho Books data will be available in Zoho CRM. Fetch from CRM: Only the records from Zoho CRM will be fetched into Zoho Books.Step 2: Select the extent of syncĬhoose how information flows between the two apps: If you choose the extent of sync as both ways, then a “Business” customer in Zoho Books will be synced with the Accounts module of Zoho CRM, and an “Individual” customer in Zoho Books will be synced with the Contacts module of Zoho CRM. These contacts will be synced as Customers in Zoho Books with their Customer Type as Individual. ![]() To sync these contacts, check the Include contacts that are not associated to any accounts in Zoho CRM option. The Contacts in Zoho CRM that are not associated with an Account will not be synced. Accounts and their Contacts: The Accounts and their Associated Contacts in Zoho CRM will be synced as Customers and their Contact Persons in Zoho Books.Note: The Accounts in Zoho CRM will not be synced to Zoho Books. Accounts: The Accounts in Zoho CRM will be synced as Customers in Zoho Books with their Customer Type as Business.Syncing your customers in Zoho Books with the accounts/contacts in Zoho CRM is a five step process: Step 1: Select the module to be syncedĬhoose the module in Zoho CRM that you want to sync with Zoho Books: You can sync customers, vendors, and items. In the Configure Module to be Synced section, click Configure Now next to the corresponding modules. ![]() On the Zoho Apps page, click Show Details next to Zoho CRM.Go to Settings on the top right corner of the page.Configure the Modules to be SyncedĪfter setting up the integration successfully, you can configure the modules that should be synced between Zoho Books and Zoho CRM. ![]() Pro Tip: If you’re connecting to a Zoho CRM account where you’re not an admin user, you can follow the same process as above after obtaining the necessary email address and ZSC key from the admin of that Zoho CRM account.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |