## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/kb/llms.txt

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# While importing ‘Accounts and its Customers’ from Zoho CRM, how do I mark a Zoho CRM customer as a primary customer in Zoho Books?

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

*   Click the Setup icon on the top-right corner of the window.
*   Click **Setup**.
*   Select **Modules** under _Customization_.
*   Select **Contacts** from the module list.
*   Drag and drop a **Checkbox** field onto the **Customer Information** section of the layout.
*   Fill up the name as, for example, **Is Primary Contact** and hit **Save Layout**.

![CRM Contact Layout](/books/kb/images/contacts/crm-checkbox-field.png)

*   Now, click the **Contacts** tab in Zoho CRM and edit the contacts which you wish to set as primary contacts.
*   Click the checkbox against **Is Primary Contact** field. Make sure they are associated to an Account in Zoho CRM.

![CRM Primary Contact](/books/kb/images/contacts/crm-contact-field.png)

*   In Zoho Books, click the **Gear** icon on the top right corner of the page and select **Integrations**
*   Click **Zoho Apps**.
*   Click **Show Details** adjacent to Zoho CRM.
*   Click **Edit** below the contact sync module integration settings as shown in the image below,

![Edit CRM](/books/kb/images/contacts/edit-contact-sync.png)

*   Then, at the bottom of the page, map the **Is Primary Contact** field in Zoho Books with **Is Primary Contact** field in Zoho CRM as shown in the image below,

![CRM Primary Contact](/books/kb/images/contacts/crm-primary-contact.png)

*   Finally, click **Save and Sync**. Then, in the CRM integration details page, click **Instant Sync** as shown in the image below,

![Instant Sync](/books/kb/images/contacts/instant-sync.png)

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 Books.