How do I sync contacts in Zoho CRM that are not associated with an account?

To sync the Contacts in Zoho CRM that are not associated with an Account:

  • Go to Settings on the top right corner of the page.
  • Select Zoho Apps under Integrations.
  • On the Zoho Apps page, click S****how Details next to Zoho CRM.
  • Under the Accounts & Contacts section, check the option Include contacts that are not associated to any accounts in Zoho CRM.

Once done, these contacts will be synced as Customers in Zoho Books with their Customer Type as Individual.

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