Import Subscribers from Zoho Books

Zoho Books

Zoho Campaigns integrates with Zoho Books to help you build your mailing lists. The integration lets you import contacts from Zoho Books as subscribers in Zoho Campaigns. You can map custom fields in Zoho Books to Zoho Campaigns to maintain your subscriber lists the way you want. Engage with your customers and market your brand by sending interesting campaigns about your newest products.

Learn more about how to integrate your Zoho Books and Zoho Campaigns.

Set up sync

Fill in the required fields in the Sync Details page:

  1. From the Navigation bar, select the Subscribers module.
  2. Click All Subscribers
  3. Select the Sync tab and click New Sync.
    • Sync Description: Give your sync a name
    • Select Organization: Select which of your organizations you want to sync
    • Choose which contacts to import:
      • All Contacts: all contacts from Zoho Books.
      • Criteria: only contacts meeting the criteria you specify (e.g., Country is India)
  4. Sync to Mailing List: Select the mailing list in Zoho Campaigns to which you want to import the contacts.
  5. Click Save and Continue.

Map your fields

Basic details such as email address, first name, and last name are pre-mapped.Mapping the email address field is mandatory. However, you can delete the contact name field. You can map additional fields by clicking on Map More Fields link.

Configure sync

You decide how often data is imported from Zoho Books. The data can be retrieved just once, or you can set it to occur daily, weekly, or monthly.

  1. From the Navigation bar, select the Subscribers module.
  2. Click All Subscribers
  3. Select the Sync tab and click New Sync in Zoho Books.
  4. Select a sync frequency:
    • Retrieve Data: One-time import.
    • Sync Frequency: Set the sync to recur on a daily, weekly, or monthly basis.
  5. Set the Sync Time: Choose your preferred time and time zone to import contacts.Select the data to be retrieved:
  6. Select the data to be retrieved:
    • All Contacts: Imports all subscribers from Zoho Books.
    • After: Imports only subscribers that have been added/modified after the specified date and time.
  7. Click Initiate.

Note

  • Once you set the option for import (All Subscribers/Criteria), you will not be able to edit the preference. To use different criteria, create a new sync.
  • Any subscriber that has an invalid email address will not be imported.

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