How to Sync Data

How to Sync Data

1.0 How to Sync Data from Zoho CRM 2 ABN

The modules associated with the Zoho CRM 2 ABN are:


  • Accounts

  • Vendors


For the demonstration purpose, we will use the Accounts module. Vendors module will also work like Accounts module.


Step 1: Go to -

 

Zoho CRM > Accounts




Step 2: If you don’t have an account, create one by clicking the “Create Account” button. Creating an account is a piece of cake.



After creating an account or if you already have one, hit the “Edit” icon.



Step 3: Inside your account settings, click on the “Sync 2 ABN” button 




Step 4: Select search type (By default, Business Name will be selected). Check 2.0 Search Information




Step 5: All the fields will be populated automatically (All the fields will be displayed here based on ABN Settings)




Step 6: Click on the “Sync Data” button




Step 7: Close the pop-up window and click on the “Save” button from the edit page


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