Before you start the sync process, you should know the Blackboard LMS for Zoho CRM extension syncs records in the following way -
Sync Way | CRM Module | Blackboard |
2 Way | Contacts | User |
Blackboard to CRM | Products | Courses |
Blackboard Grades | Grades |
Blackboard Grade Details | Grades |
Student Enrollment | Enrollments |
Associated Staffs | Enrollments |
Sync Data - Blackboard to CRM
For syncing data from Blackboard to Zoho CRM, you will find 3 options under -
Blackboard LMS Sync >> Sync Blackboard Data
These options are -
- ALL MODULES MANUAL SYNC - Sync records from Blackboard to CRM for all the defined modules instantly.
- MODULE-WISE MANUAL SYNC - Sync records from Blackboard to CRM for a specific module instantly.
- AUTO SYNC - Sync records from Blackboard to CRM for all the defined modules automatically every 4 hours.
Sync Data - CRM to Blackboard
Users can only sync Contacts from CRM to Blackboard. For the Contacts module, this extension allows 2-way synchronization.