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 firstname.lastname@example.org with details regarding your issues and we will provide you with further assistance.
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 :
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.
The set up of your plugin can be categorized into 2 stages :
CRM Customization (Module & Fields): Involves the manual addition of a few fields in the CRM.
Extension Portal Settings : Involves correctly mapping and setting up the extension configurations to enable the sync between Saasu and the CRM.
1. CRM Customization (Module & Fields)
You are required to create or customize a few new fields in the following modules :
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
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.
Saasu User Name : email@example.com
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)
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
Client Type : Web Based
it will take you another page and you will get the Client id & Client Secret.
CRM time zone
CRM > Settings > General > Company Details> Locale Information
Cut-off Time first available date
Now we need to connect Webservice Settings -
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
Corporate partners > Accounts
we have to add General ledger on this section (only products)
Need to move “Buying price” to Price information
<Saasu2Zoho Application>We have to move “Buying price” From Create to Price Information Field
We have to Fetch Accounts and contacts. Now, we have to do mapping. Star * fields need to be done mandatorily.
Purchase order mapping
Tax Code list mappingPut Tax value 10% only mentioned field, then [Update Mapping]
##Create below Modules in CRM > sync > Check log
OSTest-Product - OSTest-Product-001
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]
Purchase order – Bill – Supplier
Turn on the switch
Auto scheduler should run the auto sync twice a day.
Module Select: ALL
Sync Mode: XERO to CRM
Sync Options: After last synchronization ran
Your account is good to go now!