items

Is it possible to sync my CRM products in Zoho Books?

Yes, Zoho CRM-Zoho Books integration supports two way product sync.

  • Navigate to Settings -> Integrations -> Zoho Apps.
  • From the Zoho CRM app listing, select Show Details.
  • Under Enable modules to be synced, you will find the Contacts and Item configuration.
  • Under the Item configuration, select Configure Now for setting up item sync for the first time, or click on Edit if already configured.
  • In the Sync Items page, you will have 3 section.

Extent of the Sync :

Extent of the Sync

  • Fetch from CRM - Select this option if you wish to sync Zoho CRM records into Zoho Books.
  • Sync both ways - Select this option if you want to have a two way sync of the record.

Handling Duplicate Records :

Handling Duplicate Records

  • Clone - The record is cloned and both the original and duplicate records exist.
  • Overwrite - The duplicate record overwrites the existing record.
  • Skip - The duplicate record is not synced and the existing record is retained.

Mapping Fields :

Mapping Fields

Field mapping for items in product sync is automated. Zoho CRM product fields are identified and automatically mapped to Zoho Books item fields.



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