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 you can go about this,
During the integration, as soon as you select the module (Accounts, Contacts or Both) to be synced, 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 you created above to proceed with the sync.
Note: When the option ‘Accounts and their Contacts’ is selected, you have the option to select the Account view as well as the Contact view required to be synced. You can manually choose to sync only specific contacts associated with the account view selected, as shown below.
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