How do I choose which contact associated with an account in Zoho CRM is synced as the Primary Contact for a customer in Zoho Books?
If there are multiple contacts associated with an account in Zoho CRM, you can specify which contact should be synced as the primary contact for a customer in Zoho Books. To do this, first create a custom Primary Contact checkbox field in the Contacts module in Zoho CRM. Then, select this checkbox only for the contact that you want to sync as the primary contact.
During the Zoho CRM integration setup in Zoho Books, map this custom field to the Is Primary Contact field. When the contacts are synced, the contact with the Primary Contact checkbox selected in Zoho CRM will be synced as the primary contact for the corresponding customer in Zoho Books.
To create a custom checkbox field in Zoho CRM:
- Log in to your Zoho CRM account.
- Go to Setup.
- Select Modules and Fields under Customization.
- From the Modules tab, select the Contacts module.
- In the next page, click Standard under the Layouts tab.
- Drag and drop the Checkbox field from the New Fields pane and rename it to Primary Contact.
- Click Save.
Now, when you create or edit a contact in Zoho CRM, select the Primary Contact checkbox for the contact that you want to sync as the primary contact for a customer in Zoho Books.
Once you’ve done this, map the custom field that you created in Zoho CRM to the Is Primary Contact field in Zoho Books. Here’s how:
- Go to Settings.
- Select Zoho Apps under Integrations.
- In the Zoho Apps page, click Show Details next to Zoho CRM.
- In the Connect Zoho CRM page, navigate to the Configure Modules to Be Synced section, and click Edit for the module you’ve synced.
- On the Connect – Accounts/Contacts in Zoho CRM page, under Select Module in Zoho CRM section, select Accounts and their Contacts.
Note:If you want to sync contacts that are not associated with any accounts in Zoho CRM and use them as the Primary Contact for a customer in Zoho Books, check the Include contacts that are not associated with any accounts in Zoho CRM option under Accounts and their Contacts.
- Navigate to the Map Fields section.
- Click the dropdown next to the Is Primary Contact field in Zoho Books, and select the corresponding custom field that you created in Zoho CRM to map it.
- Click Save and Sync.
The contact for which the Primary Contact checkbox is selected in Zoho CRM will be synced as the Primary Contact for the corresponding customer in Zoho Books.
Yes