## Documentation Index

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

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

[Back](./)

# How can I sync selective accounts/contacts from Zoho CRM to Zoho Books?

If you want to sync specific accounts or contacts from Zoho CRM into Zoho Books, you can create a view with those records in Zoho CRM. To do this:

*   Log into the Zoho CRM organization integrated with Zoho Books.
    
*   Click the **Setup** icon in the top right corner.
    
*   Select **Modules and Fields** under _Customization_.
    
    ![Create Custom Fields](/books/help/images/integrations/crm-integration/custom-field.png)
*   Select the module you want to sync into Zoho Books.
    
*   In the next page, navigate to the _Fields_ tab, click **Create and Edit Fields**, and create a custom field with the **Checkbox** data type and label name as **Zoho Books**.
    
    ![Zoho Books Checkbox](/books/help/images/integrations/crm-integration/books-field.png)
*   Click **Save** in the top right corner.
    

Now, when you create a new record or edit an existing one, the checkbox will be displayed. Check this option and save the records.

Once done, create a new view in the respective module’s _List_ page. To do this:

*   Navigate to the module in which you want to create a view (for example, **Accounts**).
    
*   Click the _All Accounts_ filter in the top left corner, and select **New Custom View** from the dropdown.
    
*   In the next page, fill in the following fields:
    
    *   **Name:** Enter a name for the custom view.
    *   **Specify the Criteria:** Select **Zoho Books** in the first dropdown, **is** in the second, and **Selected** in the third dropdown.
    *   **Choose Columns - Tabular View:** Choose the columns you want to appear in the view. To do this, under the _Available_ section, hover over the required columns, and click the **Add** icon. The chosen columns will appear in the _Selected_ column.
    
    ![Create View](/books/help/images/integrations/crm-integration/create-view.png)
*   Click **Save**.
    

The new custom view will be created. You can select this view when you integrate your Zoho Books organization with Zoho CRM.