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Add Wordpress Page(s)
First thing first, Grab your shortcode. Navigate to ZPortals>Info>Portal Page Setup and copy your shortcode. The procedure is the same for both the Portal shortcode and Ecommerce shortcodes Once you have your shortcode copied navigate to the Pages ...
License Page Overview
This menu tab gives an overview of connected Zoho Apps, the account details and usage broken down by available and used API calls, by current day, month over month and API usage by Zoho App. Two API calls are generated every time a User logs in (one ...
Configuring the CRM Extension
After you have created your page on your Wordpress site you need to add the URL into the CRM Extension. Your Portal Registration URL should include the https:// and not have a trailing "/"
Connecting Zoho Subscriptions
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Subscriptions you need to grab your Organization ID from your Zoho Subscriptions Account (see screenshot below) and authorize. You must be logged into Zoho in the same ...
Connecting Zoho Books
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Books you need to grab your Organization ID from your Zoho Books Account (see screenshot below) and authorize. You must be logged into Zoho in the same browser as an ...