![]() It’s possible that the account in Zoho CRM being synced already exists as a contact in Zoho Invoice and in such cases, the record is said to be duplicated during the sync. Sync both ways - Zoho CRM accounts/contacts will be imported to Zoho Invoice and vice versa.However, no Zoho Invoice data will be exported to Zoho CRM. Fetch from CRM - Zoho CRM accounts/contacts will be imported as Zoho Invoice contacts/contact persons.Contacts in Zoho CRM which are not associated with any account are not synced with Zoho Invoice in this scenario. Insight: When ‘Accounts and their Contacts’ option is selected, only the contacts associated with the account selected in Zoho CRM will be chosen for integration. The contacts under a particular account in Zoho CRM falls as a contact person under the respective contact in Zoho Invoice. The Accounts in Zoho CRM will be synced to Contacts in Zoho Invoice, while the Contacts from Zoho CRM will be synced to Contact persons in Zoho Invoice. They will be synced to Contacts in Zoho Invoice.Īccounts and their Contacts - Both the Accounts and the contacts associated with these accounts from Zoho CRM will be available for integration. They will be synced to Contacts in Zoho Invoice.Ĭontacts - Only the Contacts in Zoho CRM will be available for integration. Step 1 : Selecting the module to be syncedĪccounts - Only the Accounts in Zoho CRM will be available for integration. Once you’ve set up your credentials, you can go ahead and start syncing your contacts in Zoho Invoice to your accounts/contacts in Zoho CRM. Working with Zoho CRM contacts in Zoho Invoice.Insight: If you’re connecting to a Zoho CRM account where you’re a user and not the admin, you can follow the same process as above after obtaining the desired email address and ZSC key from the admin of the Zoho CRM account. Just copy this key, and paste it in the integration screen in Zoho Invoice before clicking on Save. This will take you straight to the Zoho CRM screen from where you can obtain this key. To generate the ZSC key, just click on the link which reads ‘ Click here to generate the ZSC key of Zoho CRM’. Therefore, make sure that this person has access to all the modules in Zoho CRM.Ī ZSC key is unique to a particular Zoho product, and can be used to access your data in that product from other Zoho products. For every record pushed from Zoho Invoice to Zoho CRM, the record owner will be the person associated with the email address entered here. This will initiate the Zoho Invoice - Zoho CRM integration. When you click the button to connect to Zoho CRM, you will be asked to enter your email address as well as the ZSC or Zoho Service Communication key generated from your Zoho CRM account. ![]() Click on the Connect button under the Zoho CRM section here.Click on Settings and then select Integrations.Linking a Potential to estimates and invoices.Accessing Zoho Invoice module in Zoho CRM.Creating transactions from within Zoho CRM.Receiving Payments - Recurring Invoices.Associating Projects to Recurring Invoice.
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