Choose how you want to handle such duplicate records: Duplicate records are identified by comparing Account name in Zoho CRM to Customer Display Name in Zoho Books. When syncing data between both the apps, there might be a record in Zoho CRM which is already present in Zoho Books.

Sync both ways: The records from Zoho CRM will be fetched into Zoho Books, and vice versa.

However, data that’s already been pushed to Zoho CRM will not be affected. No Zoho Books data will be available in Zoho CRM.

Fetch from CRM: Only the records from Zoho CRM will be fetched into Zoho Books.

Step 2: Select the extent of syncĬhoose how information flows between the two apps: If you choose the extent of sync as both ways, then a “Business” customer in Zoho Books will be synced with the Accounts module of Zoho CRM, and an “Individual” customer in Zoho Books will be synced with the Contacts module of Zoho CRM. These standalone contacts will then be fetched as ‘Individual’ Customers in Zoho Books. If you want to sync them as well, you need to enable the Include contacts that are not associated to any accounts in Zoho CRM option.

The Contacts in Zoho CRM that do not have an Account associated to them will not be synced. The Accounts and their associated Contacts in Zoho CRM will be synced as Customers and their Contact Persons in Zoho Books. Whereas, individual contacts in Zoho CRM will be synced as Customers of the type ‘Individual’ in Zoho Books. Contacts: The Contacts associated to an Account in Zoho CRM will be synced as Contact Persons in Zoho Books.Accounts: The Accounts in Zoho CRM will be synced as Customers of the type ‘Business’ in Zoho Books.

Syncing your customers in Zoho Books with the accounts/contacts in Zoho CRM is a five step process: Step 1: Select the module to be syncedĬhoose the module in Zoho CRM that you want to sync with Zoho Books: You can sync customers, vendors, and items. In the Configure Module to be Synced section, click Configure Now next to the corresponding modules.Go to Zoho Books > Settings > Integrations > Zoho Apps.Configure the Modules to be SyncedĪfter setting up the integration successfully, you can configure the modules that should be synced between Zoho Books and Zoho CRM. Pro Tip: If you’re connecting to a Zoho CRM account where you’re not an admin user, you can follow the same process as above after obtaining the necessary email address and ZSC key from the admin of that Zoho CRM account. Record Transactions For Customers/Vendors.

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