Zoho Invoice

FAQ

While importing ‘Accounts and its Contacts’ from Zoho CRM, how do I mark a Zoho CRM contact as a primary contact in Zoho Invoice?

The first step would be to create a custom field for Contacts in Zoho CRM. To create a custom field,

Edit CRM

CRM Primary Contact

Instant Sync

Henceforth, the contacts for which you have enabled the “Is Primary Contact” field in Zoho CRM, would be set as a Primary Contact for those customers in Zoho Invoice.

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