## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/kb/llms.txt

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

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# How do I import only certain Accounts/Contacts/Accounts and their contacts created in Zoho CRM?

If you want to sync a few selective accounts/contacts from Zoho CRM into Zoho Books, you can create a new **View** in Zoho CRM before the integration. This view can consist of the records you wish to sync into Zoho Books for creating transactions.

Here’s how:

*   Log in to your Zoho CRM account.
*   Click Setup (the **Gear** icon) in the top-right corner.
*   Under _Customization_, click **Modules and Fields**.
*   Select the module you want to sync (Contacts and/or Accounts) and click **Standard** under the _Layout_ tab .
*   From the _New Fields_ section on the left side bar, drag the **Checkbox** field and drop it on your module.
*   Provide label for the checkbox type custom field as **Zoho Books**.
*   Now, when you edit an existing account/contact or create a new one, a checkbox custom field named **Zoho Books** will be displayed.
*   Edit the accounts/contacts which you want to move to Zoho Books, and check the box **Zoho Books**.

Once this is done:

*   Create a new view under _Accounts_ or _Contacts_ modules depending on which of these modules you’ve selected for sync.
*   Specify the criteria as **Zoho Books is Selected**.
*   Now, all the accounts/contacts for which this field is checked will be available under this view.

**Insight:** During the integration, once you select the module (_Accounts_, _Contacts,_ or _Both_) to sync, a list of the corresponding views available in Zoho CRM for the module (predefined as well as User created) will be listed under the drop-down. Select the view that you created above to proceed with the sync.

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