Sync Zoho CRM with Zoho Finance

Sync Zoho CRM with Zoho Finance




In your Zoho CRM, navigate to Settings - Marketplace - Zoho to review or setup integrations:


      
       

The Zoho Finance and Zoho CRM integration:

This includes Zoho Books, Zoho Subscriptions and Zoho Inventory

       
 Enable the Finance applications you will be using by clicking edit and checking the boxes. 

Then set your Sync Settings. 
It is important to note that once you choose these settings it can be difficult to change (synced modules) and may require reaching out to Zoho Finance support. 

The gear icon will only appear as you mouse over the block


If you are B2B or will have an Account Based portal (Recommended)
  1. Choose Accounts or Accounts & their Contacts.
    Do not click the include contact which are not associated to any account (unless those contacts will not be invited to the portal).
  2. You can choose All Accounts or a Custom View, as well as All Contacts (if you choose Accounts & their contacts) or a Custom View. 
  3. It is also recommended to set the last option to Overwrite in order to prevent duplicates. 
  4. Then map your fields accordingly. 
  5. Repeat this for Vendors (Optional) and Products (Optional)
Also, if you are not using the CRM Quotes, Sales Orders and Invoice modules you can hide them at the bottom of the integration page. 



For Contact Based Portal Types where the Account module relationship is sometimes used in Zoho CRM and Zoho Books, choose “Accounts and their Contacts.” 

      

If the Accounts module is not used at all in Zoho CRM (thereby not used in Zoho Books), then the recommended sync setting is the following:

      
    • Related Articles

    • Sync Zoho CRM with Zoho Desk

      In our plugin you are able to sync with one department from Zoho Desk, however before you can set it up in ZPortals you need to configure it in Zoho CRM first.  In your Zoho CRM, navigate to Settings - Marketplace - Zoho to review or setup ...
    • 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 ...
    • Connecting Zoho CRM

      Choose your domain type in the drop down that matches your Zoho account domain, i.e. https://zoho.com for USA, https://zoho.eu for Europe, etc and Select your Default Portal Type.  See Account Based vs Contact Based Portal Types for more details.    ...
    • Zoho Sign to Zoho CRM Integration

      The Zoho Sign integration within Zoho CRM adds a few modules, fields and buttons to your CRM which allow you to send data from the CRM into Zoho Sign.   Zoho Sign needs to be installed from the All Marketplace section of the CRM (not from the Zoho ...