This mapping ensures that when Zoho CRM records are synced as Zoho Books entities, all the fields match perfectly when viewed in Zoho Books. Next, you can map the fields in Zoho Books with the right field in your Zoho CRM organization. You can choose to sync only specific contacts associated with the selected account view. If you had chosen to sync the module ‘Accounts & their Contacts’, you have the option to select the Account view as well as the Contact view required to be synced. When you select the module (Accounts, Contacts, or Both) to be synced, a list of the corresponding views available in Zoho CRM for that module (both predefined and user created) will be listed under the dropdown. You can also read more about views from Zoho CRM’s help resource.
#Integrate zoho books and zoho invoices pro
Pro Tip: Learn how you can create a view in Zoho CRM to import only select accounts/contacts into Zoho Books. Some of the predefined views such as All Accounts, My Accounts, Recently Created Accounts, will be listed by default when syncing. A view in Zoho CRM is a collection of similar records (based on a specified criteria) listed together. If you want to push only specific records of your Zoho CRM account, you can create a view and choose to sync only that view into Zoho Books. Skip: The duplicate record will not be synced, and the existing record will be retained.That is, when there are duplicates, the Zoho CRM data will replace existing Zoho Books data. Overwrite: The duplicate record will overwrite the existing record.both the original and the new record will be available. Clone: The duplicate record will be cloned while syncing,i.e.Choose how you want to handle such duplicate records: Duplicate records are identified by comparing Account name in Zoho CRM to Customer Display Name in Zoho Books. When syncing data between both the apps, there might be a record in Zoho CRM which is already present in Zoho Books. Sync both ways: The records from Zoho CRM will be fetched into Zoho Books, and vice versa.However, data that’s already been pushed to Zoho CRM will not be affected. 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.
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