How to sync CRM Contact
The most important function of the contacts module in Zoho CRM is that they can be used for both customers' acquisitions as well as procurement of products from the vendors. Contacts can be related to an account as well as vendors according to your business process.
How to create
Log in to your Zoho CRM.
Go to your Contacts module.
At the upper right corner click on the “Create Contact” button.
In the Create Contact page, enter the account details.
Click Save.
Mandatory fields for sync
Before syncing a contact with Xero there are mandatory fields that cannot be left empty.
Email: the record must have to contain an email address. Without the email, Contacts will get duplicated on each sync.
Account Name: Every contact must have to be associated with an Account.
How to sync
From Zoho, sync can be performed two ways
Manual Sync from Zoho CRM: On your Contact record simply click the 'Sync to Xero' button in the top right corner to start the syncing process for that particular record. If you cannot see the 'Sync to Xero' option-click the drop-down arrow in the highlighted section for more actions.
Manual Sync from the Plugin Portal: Login to your Plugin Portal. From the right sidebar, go to “Sync > Manual Sync”. Select “Accounts and Contacts/Vendors and Contacts” Module and your desired Sync Mode. From the “Sync Options” section (upper right corner), enable the “After last Synchronization ran” option and click the “Sync Now” button.
Limitations:
Contact will not sync from Zoho unless you associate it with an Account.
Without the existence of the “Modified by” field in Zoho, sync will not work.
In Zoho, if you do not use email, the contact will duplicate itself on each sync.
Related Articles
Sync Data - CRM to Canvas
We can only sync Contacts from CRM to Canvas. Inside your CRM, open or Contact or create a new one. Make sure you set a Canvas User Role (either Student or Staff) for the Contact. After that, you need to assign the Contact to a Deal. As a result, ...Sync Contacts from Zoho CRM to Blackboard LMS
Before we sync a Contact from CRM to Blackboard, we need to make sure there are Contacts in the CRM. Otherwise, we have to create a new Contact and assign the Contact to a Deal. We will show you how to create a Contact and assign it to a Deal. Then, ...Sync Data - Canvas to CRM
Now it is time to sync this course to your CRM. Go to “Sync Canvas Data” inside your Zoho CRM. Inside the tab, you see two options - MANUAL SYNC [Here, we can sync data manually] AUTO SYNC [Runs a sync every 4 hours] MANUAL SYNC As we are showing the ...Blackboard Sync Logs & Combine View
You can quickly see all the new sync records associated with a Course. Just go to “Products”, then search and select the newly created Product/Course inside your Zoho CRM. After selecting the Course, you will see options like - Related Grade ...How Does Sync work for Blackboard LMS for Zoho CRM
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 ...