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)
- 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). - You can choose All Accounts or a Custom View, as well as All Contacts (if you choose Accounts & their contacts) or a Custom View.
- It is also recommended to set the last option to Overwrite in order to prevent duplicates.
- Then map your fields accordingly.
- 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:
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