## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/au/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back](./)

# How do I mark a Zoho CRM contact as the primary contact in Zoho Invoice during import?

The first step would be to create a custom field for Contacts in Zoho CRM. To create a custom field,

*   Click the spanner icon on the top right corner and select **Setup**. Under **Customization**, go to **Modules and Fields** and select **Contacts** from the module list.
*   In the following page, you can view the fields of different datatypes. Drag and drop the **Checkbox** field on the right.
*   Fill up **Label** as, for example, **“Is Primary Contact”** and hit the **Save Layout** button.
*   Now click the **Contacts** tab in Zoho CRM, go to the contacts which you wish to set as primary contacts and click the checkbox against **Is Primary Contact** field. Also, make sure they are associated to an Account in Zoho CRM.
*   In Zoho Invoice, click the **Settings** icon on the top right corner of the page and select **Integrations > Zoho Apps > Zoho CRM**, click **Show Details**.
*   Click **Edit** below the contact sync module integration settings as shown in the image below,

![Edit CRM](/invoice/kb/images/contacts/edit-contact-sync.png)

*   Then, at the bottom of the page, map the **Is Primary Contact** field in Zoho Invoice with **Is Primary Contact** field in Zoho CRM as shown in the image below,

![CRM Primary Contact](/invoice/kb/images/contacts/crm-primary-contact.png)

*   Finally, click **Save and Sync**. Then, in the CRM integration details page, click **Instant Sync** as shown in the image below,

![Instant Sync](/invoice/kb/images/contacts/instant-sync.png)

Henceforth, the contacts for which you have enabled the **“Is Primary Contact”** field in Zoho CRM, would be set as a Primary Contact for those customers in Zoho Invoice.