Saasplugins | Install & Setup

Install & Setup
Zoho CRM 2 Work Drive - Installation Guide
To install the extension Go to - Setup > Marketplace > All. Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. Go to All Extensions, and ...
Resetting Folder Location - Work Drive Extension
Please be advised that the folders location and hierarchy under Work Drive Settings >> Folder Settings will be back to default after re-authorization. This will be the same for both Deals and Leads modules. As a result, you need to set folder ...
Default Folder & Hierarchy Settings - Work Drive Extension
Deals Module Go to Work Drive Settings and then click Next. After clicking Next the user will be taken to the Folder Settings tab where the user can select the default ( root ) folder for saving deals and set a template using the Add Hierarchy ...
Users and Profiles - Work Drive Extension
All kinds of administrative stuff can change /modified by Super admin/ Admin Super admin and admin have the ability to modify all sorts of administrative stuff like creating default folders, assigning roles to various users, creating new users, ...
Work Drive verification
Note: If your Work Drive account is new and not verified yet, then you have to verify it by following guidelines. Go to Work Drive website and click ACCESS ZOHO WORKDRIVE to get in Work Drive account. Now, It will ask you to verify the account with ...

Popular Articles
Overview and Demo
This article will show you an overview of the whole plugin features, facilities, and benefits - You have Zoho CRM for your sales and marketing, and you use Xero for your accounting. So how do you keep both applications synced without doing it ...
How to create SAASU Account and give full access
What we need to setup your account of Saasu2Zoho and can do required few customization and settings - 1. Full access in to SAASU and 2. Administrator Credentials of your Zoho CRM (Login user name and password) How to create SAASU Account and give ...
Installation Process
Installing Zoho CRM 2 Xero You can install the product from marketplace directly with the below link Installation Link - https://marketplace.zoho.com/crm/xero2zoho You can install the trial version or buy the extension directly by clicking the Buy ...
How to send Xero invitation
To get started all we need is for you is to provide access to Zoho CRM and invite us to Xero. Here's a step-by-step Setup Guide: STEP 1: Login to XERO using https://login.xero.com STEP 2 : Select the organisation you wish to setup the plugin for. If ...
Setup Overview
Overview Now that you have installed Oscillosoft's Zoho CRM 2 Xero extension you must be wondering how to actually sync your records between the two applications. We're happy to tell you that with our custom made portal, syncing is extremely easy to ...

Saasplugins | Install & Setup | Knowledge Base