Zoho Subscriptions - Zoho CRM Integration

If you have a Zoho CRM account, you can now connect it to Zoho Subscriptions and sync your Zoho CRM data with Zoho Subscriptions easily.

Connecting to Zoho CRM

Step 1 : Setting up sync

 Connecting to CRM  

Step 2 : Generating ZSC key

When you click the button to connect to Zoho CRM, you will be asked to enter your email address as well as the ZSC or Zoho Service Communication key generated from your Zoho CRM account. This will initiate the Zoho Subscriptions - Zoho CRM integration. For every record pushed from Zoho Subscriptions to Zoho CRM, the record owner will be the person associated with the email address entered here. Therefore, take care to ensure that this person has access to all the modules in Zoho CRM.

A ZSC key is unique to a particular Zoho product, and can be used to access your data in that product from other Zoho products. To generate the ZSC key, just click on the link which reads ‘Click here to generate the ZSC key of Zoho CRM’. This will take you straight to the Zoho CRM screen from where you can obtain this key.

ZSC key generated

Just copy this key, and paste it in the integration screen in Zoho Subscriptions before clicking on Save.   Generating your ZSC key

Note : If you’re connecting to a Zoho CRM account where you’re a user and not the admin, you can follow the same process as above after obtaining the desired email address and ZSC key from the admin of the Zoho CRM account.

Sync contacts

Setting up the sync

Once you’ve set up your credentials, you can go ahead and start syncing your contacts in Zoho Subscriptions to your accounts/contacts in Zoho CRM. This is a three-step process.  

Step 1 : Selecting the module to be synced

Type of Import

 

Note: When ‘Accounts and their Contacts’ option is selected, only the contacts associated with the account selected in Zoho CRM will be chosen for integration. Contacts in Zoho CRM which are not associated with any account are not synced with Zoho Subscriptions in this scenario. 

Step 2 : Extent of the sync

Extent of the sync

Step 3 : Handling duplicate records

It’s possible that the account in Zoho CRM being synced already exists as a customer in Zoho Subscriptions and in such cases, the record is said to be duplicated during the sync. You can choose what you want to do with such records,

Duplicate contacts

Note : If there are duplicates in either your Zoho CRM or Zoho Subscriptions account, and the overwrite option is selected, the duplicates will be merged as a single record after sync.

 Step 4 : Selecting the view to be synced  

The next level of customization is where you can select the View you want to sync with Zoho Subscriptions. A view in Zoho CRM is a collection of similar records (based on a specified criteria) listed together. Some predefined views include ‘All Accounts’, ‘My Accounts’, ‘Unread Contacts’ etc.

Tip : Creating a view for Zoho Subscriptions

If you want to import a few selective contacts from Zoho CRM to Zoho Subscriptions, you can create a new View in Zoho CRM before the integration. This view can consist of the records you want to import to Zoho Subscriptions for creating transactions. Here’s how you can go about this,

Check box created is displayed for accounts/contacts

Set criteria as 'Zoho Subscriptions is true'

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 import.

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.  

Select view to be synced

Step 5: Mapping Fields

The final step of the integration is the mapping of fields. You can map the Zoho CRM field to the corresponding Zoho Subscriptions field before setting up the sync. This manual mapping ensures that when the Zoho CRM records are synced as Zoho Subscriptions entities, all the fields match perfectly when viewed in Zoho Subscriptions.

 Mapping fields

Note: You can create up to ten custom fields for your customers in Zoho Subscriptions.

Multicurrency mapping

In case you’ve enabled multicurrency in Zoho CRM, please make sure that the base currency is same as that in Zoho Subscriptions before mapping fields.  

Working with Zoho CRM customers in Zoho Subscriptions

View customer information from Zoho CRM

When you create an invoice for a contact imported from Zoho CRM, you can view account information for that particular customer as shown below.

CRM info

Creating subscription for new created Account or Contact

Sometimes, you would want to create subscription for an account or contact as soon as you create them in Zoho CRM. In this case while creating a subscription in Zoho Subscriptions, click the button Search using Zoho CRM when selecting the customer. In the following popup, search and select the particular account or contact and create the subscription.

Search in Zoho CRM

Note:

Settings

Auto-Sync and other options

Fetch contact from Zoho CRM

If you wish to update changes made in Zoho CRM to a single contact rather than run a complete sync, select that particular contact and click on ‘Fetch this contact from Zoho CRM’ as shown below.

Fetch contact from Zoho CRM

 

Pause sync

Importing History

Disable Integration

You can update your credentials or entirely disable the integration by the options provided right under your credentials, as highlighted in the image below. Once this is done, no further data sync will take place between Zoho CRM and Zoho Subscriptions.

You can reactivate this sync anytime or even integrate a different Zoho Subscriptions organization to Zoho CRM.

Disabling integration

Accessing Zoho Subscriptions modules in Zoho CRM

The Zoho Subscriptions-CRM integration is aimed at simplifying the process of managing your organization and it’s customers as easy as possible. This integration will allow you to view all your customers’ subscriptions and their related invoices in Zoho CRM.

Before you can access Zoho Subscriptions modules in Zoho CRM you have to manually enable the sync in Zoho CRM.

To enable Zoho Subscriptions-CRM integration in Zoho CRM,

Enabling  ZSM modules inside CRM

Click on the links below to navigate through this section:

Viewing Subscriptions

To view the customer’s subscriptions in Zoho CRM,

Viewing subscriptions

Viewing detailed subscription

Viewing detailed subscription

Viewing Invoices

To view the invoices related to the subscription,

Viewing invoices

Enabling Invoice, Estimate, Sales Order and Purchase Order

View inoice in detail

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