Zoho CRM 2 Saasu : Installation Guide

Zoho CRM 2 Saasu : Installation Guide

Overview

This guide is designed to give you a detailed and comprehensive rundown of the Zoho CRM 2 Saasu extension portal setup process.

If any questions or confusions arise throughout the course of this guide, please send an email to help@saasplugin.com.au with details regarding your issues and we will provide you with further assistance.

What happens to your CRM when the extension is effectively installed?

The installation of the “Zoho CRM 2 Saasu” extension will result in new fields being created in your CRM for each of the following modules : 

1. Accounts

2. Contacts

3. Vendors

4. Products

5. Invoices

6. Purchase orders [Note: CRM Purchase order will sync with Saasu Bill]

Disclaimer: Some fields may need manually set up during the installation, detail explanation is available on “CRM Customization” part of Set Up.

The rest process will be done automatically if the plugin is installed correctly.

An Overview of The Set-Up :

The set up of your plugin can be categorized into 2 stages : 

  1. CRM Customization (Module & Fields): Involves the manual addition of a few fields in the CRM.

  2. Extension Portal Settings : Involves correctly mapping and setting up the extension configurations to enable the sync between Saasu and the CRM.


An Overview of the Stages                       An Overview of the Stages

1. CRM Customization (Module & Fields)
You are required to create or customize a few new fields in the following modules :

Product Module
Invoices Module
Purchase Order Module

2. Extension portal Settings
Step 1: Web Service Settings
Fill up the relevant “Client ID and secret” sections for each app to the extension portal.

Step 2: Field Mapping
The default fields mapping process is done automatically by clicking the “Default Field mapping” button.

Step 3: Status Mapping
Map status for below modules
  1. Invoices
  2. Purchase Orders
Step 4: Tax Mapping
Map Tax as per organizational rules.

Step 5: Fetch CRM Records

Step 6: Fetch Saasu Records

Step 7: You can run the synchronisation after you have fetched all the records from Zoho CRM and Xero. Our extension provides both manual/instant and schedule/automatic sync.


Saasu2Zoho plugin login – https://saasu2zoho.saasplugin.com.au



































                                          
















Web Service Settings


Saasu Credentials

Saasu User Name : plugin@oscillosoft.com.au

Saasu User Password : Oscplugin!

Saasu File ID : Go to Organization from Saasu portal> Settings > File settings>  API settings (Tab)

Time Zone : UTC (always)

Overwrite Xero Invoice : NO (Always)


Notification Email:  Customer email, in which an email customer wants to get notifications.

But during the setup time please use your email, because if the setup/create any error/failed customer will get the failed emails and get a negative impression about the app/company.

Zoho CRM Credential

Zoho CRM Credentials

Client ID & Client Secret:

We have to create a new app for this new client. So have to log in into https://accounts.zoho.com/developerconsole 


App name: S2Z Application for <client company name>
Client Domain:  saasu2zoho.saasplugin.com.au

Client Type : Web Based


it will take you another page and you will get the Client id & Client Secret.



Set the below parameters as it is as below -


CRM time zone

CRM >  Settings > General  > Company Details> Locale Information



Log Retention (days)* default   7-14

Cut-off Time  first available date  



Now we need to connect Webservice Settings -



After Clicking “Connect To Zoho CRM”  You will get the screen below.
Please check the Client logo and Accept.


After authentication we have to customize CRM Sections >  
  • Installed fields will be available in unused fields 

  • If we found multiple layouts we need to arrange multiple layout

  • Sections name should be same   

Go to Customization> Module & Fields 

  1. Account

  2. Contact

  3. vendor

  4. product

  5. Invoice

  6. Purchase order

Corporate partners > Accounts

  • Corporate Partners


Accounts



Saasu2Zoho Application


Saasu2Zoho Application


Client and contacts


Saasu Trading Terms

Saasu2Zoho Application

Products


  • we have to add General ledger on this section (only products)

  • Need to move “Buying price” to Price information


In the above screen look for Saasu2Zoho Asset Account and Xero Asset Account ID and also  Xero Purchase Account and Xero Purchase Account ID.

                 <Saasu2Zoho Application>

We have to move “Buying price” From Create to Price Information Field

Select Tax amount in CRM - Products



Saasu2Zoho Application

Invoice


Have to create  “Invoice No” (auto number field) manually and delete the “Invoice Number” field (do not delete from unused field)


The Prefix, Starting Number, and Suffix will depend on company structure. Please be careful.




Saasu2Zoho Application

Purchase Order


Have to create  “Purchase Order Number” (auto number field) manually and delete the “Purchase order” field (do not delete from unused field)






Now go to Plugins >Settings > Field Mapping

Field Mapping



We have to Fetch Accounts and contacts. Now, we have to do mapping. Star * fields need to be done mandatorily.

Account

Zoho CRM Fields

Xero Fields



Account Image


Account Name *

Name

ABN No

Business Number

Email

Company Email

Website

Website URL

Saasu2Zoho Application


Saasu ID

Company ID

Saasu Company URL

Company URL


Vendor

Zoho CRM Fields

Xero Fields



Vendor Information


Vendor Name *

Name

Email

Company Email

Website

Website URL



Saasu2Zoho Application


Saasu Company URL

Company URL

Saasu ID

Company ID


Accounts, Vendors and Contact Field Mappings

Zoho CRM Fields

Saasu Fields



Contact Information


First Name

First Name

Salutation

Salutation

Email

Email Address

Phone

Primary Phone

Last Name *

Last Name *

Other Phone

Other Phone

Home Phone

Home Phone

Mobile

Mobile Phone

Fax

Fax

Twitter

Twitter ID

Address Information


Mailing Street

Mailing Street

Other Street

Shipping Street

Mailing City

Mailing City

Other City

Shipping City

Mailing Province

Mailing State

Other Province

Shipping State

Mailing Postal Code

Mailing PostCode

Other Postal Code

Shipping PostCode

Mailing Country

Mailing Country

Other Country

Shipping Country

Saasu Trading Terms


Sale Terms Type

Sale Trading Terms Type

Purchase Terms Type

Purchase Trading Terms Type

Sale Due Interval

Sale Trading Terms Interval

Purchase Due Interval

Purchase Trading Terms Interval

Sale Due Interval Type

Sales Trading Terms Interval Type

Purchase Due Interval Type

Purchase Trading Terms Interval Type

Saasu2Zoho Application


Add to Saasu

Please Select - true

Saasu ID

Contact ID

Saasu Last Updated ID

Last Updated ID

Is Active

Is Active

Saasu Contact URL

Contact URL

Default Sale Discount

Default Sale Discount

Default Purchase Discount

Default Purchase Discount


Product Field Mappings

Zoho CRM Fields

Saasu Fields



Product Information


Product Code

Item Code

Product Active

Item Status

Product Name *

Item Name

Price Information


Unit Price

Selling Price

Buying Price

Buying Price



Description Information


Quantity in Stock

Stock on Hand



Stock Information


Description

Item Description



Saasu General Ledger


Saasu Inventory Account ID

Asset Account ID

Saasu Sale Income Account ID

Sale Income Account ID

Saasu Cost of Sale Account ID

Sale Cost of Sale Account ID

Saasu Purchase Expense Account ID

Purchase Expense Account ID

Saasu Sale Tax Code

Sale Tax Code

Saasu Purchase Tax Code

Purchase Tax Code

Saasu2Zoho Application


Add to Saasu

Please Select - true

Saasu ID

Item ID

Saasu Last Updated ID

Last Updated ID

Saasu Item URL

Item URL

Product Type

Item Type


Invoices Field Mappings

Zoho CRM Fields

Xero Fields



Invoice Information


Invoice No

Invoice Number

Subject *

Summary

Invoice Date *

Transaction Date

Due Date

Due Date

Status *

Invoice Status

Contact Name

Contact Name



Product Details


Product Details *

Line Items



Saasu2Zoho Application


Add to Saasu

Please Select - true

Saasu ID

Invoice ID

Saasu Last Updated ID

Last Updated ID

Saasu Record URL

Invoice URL

Amount Paid

Amount Paid

Amount Owed

Amount Owed


Purchase Orders Field Mappings

Zoho CRM Fields

Xero Fields



Purchase Order Information


Purchase Order Number

Purchase Order Number

Subject *

Summary

Contact Name

Contact Name

Due Date

Due Date

PO Date

Transaction Date

Status

Purchase order Status



Product Details


Product Details *

Line Items



Saasu2Zoho Application


Add to Saasu

Please Select - true

Saasu ID

Purchase Order ID

Saasu Last Updated ID

Last Updated ID

Saasu Record URL

Purchase order URL

Amount Owed

Amount Owed

Amount Paid

Amount Paid



***STATUS MAPPING***


Invoice status mapping


After selecting all the options click on [Update status field mapping]

Purchase order mapping




***TAX Code mapping***

Tax Code list mapping

Put Tax value 10% only mentioned field, then [Update Mapping]



Fetch Saasu Data



Fetch CRM Data



##Create below Modules in CRM > sync > Check log

  • OSTest-vendor

  • OSTest-Product - OSTest-Product-001

  • OSTest-Invoice

  • OSTest-Purchase order 


  • Don’t need to create a purchase order, we have to create a bill, it will sync as a purchase order in CRM, in Bill we have to add a supplier/vendor in contact.

Contacts > There are two types of contacts 1. Customer  and 2. Supplier  

[path: xero>contacts>add customer]

In

  • g

Purchase order – Bill – Supplier


## Sync All Modules one by one for  [Saasu to CRM] only.

Turn ON auto sync

  1. Turn on the switch

  2. Auto scheduler should run the auto sync twice a day.

  3. First: 00:00

  4. Second: 12:00

  5. Module Select: ALL

  6. Sync Mode: XERO to CRM

  7. Sync Options: After last synchronization ran

  8. Notification: Email 

Save auto Sync Settings




Your account is good to go now!