Zoho Invoice

FAQ

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

While setting up contact sync, you can choose a view which you would like to import from Zoho CRM into Zoho Invoice. By doing this, you will have only the Accounts/Contacts under that particular view synced into your Zoho Invoice.

To know how to create a view in Zoho CRM, click here.

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