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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this help file, please feel free to email to [email protected], we will be happy to assist.

Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/27 



Introduction


Magento 2 Zoho CRM Integration synchronizes data automatically from your Magento 2 store to Zoho CRM.

Features

  • Allows synchronizing and updating Customers from Magento store into Zoho CRM Leads, Contacts, Accounts
  • Allows synchronizing and updating Products from Magento store into Zoho CRM Products 
  • Allows synchronizing Orders from Magento store into Zoho CRM Sales Orders 
  • Allows synchronizing Invoices from Magento store into Zoho CRM Invoices 
  • Admin can manage the field mappings in Magento 2 backend with ease
  • It is very easy to use and set up
  • Supports multiple languages
  • View synchronization history from synchronization report
  • View synchronization history in each item for Customers, Orders, and Products
  • "Add to queue" mass action for Customers, Orders, Products and Invoices grid tables

System Requirements


Your store should be running on Magento Community Edition version 2.3.x, 2.4.x


Video Tutorial




Configuration

Login to the Zoho account

First, you have to create a Zoho account by going to https://www.zoho.com/crm/



Click on the Create Account button to register a new account. 



Configuration

Go to https://accounts.zoho.com/developerconsole to get your Zoho API credentials. (Client ID and Client Secret)


In Magento 2 backend, go to Zoho CRM Integration > Configuration > Setup.

Fill in the Client ID and Client Secret obtained from Zoho.

Choose your Zoho CRM URL Endpoint: .com or .eu

You can turn on this Admin Key later after connecting Magento 2 to Zoho CRM successfully.

Click Save Configuration then Get Access Token in Zoho CRM Configuration.


You will be redirected to Zoho, in here Zoho will require to access your information. Click Accept


Save Report: Enable this to save the synchronization record in View Report.

Synchronization Settings 

This extension allows you to synchronize the existing data as well as a new one from Magento 2 store to your Zoho CRM, including Account, Campaign, Contact, Lead, Order, Invoice, Product.

We highly recommend that you should synchronize the existing data from Magento 2 store to Zoho CRM account only one time.  

You can enable synchronization for each data, as well as synchronization mode (Manual mode and Cron Job mode).

For manual mode, you have to go to Queue Page to sync data.

For cron job mode, data will be synced automatically every 15 minutes, 30 minutes, 1 hour, 2 hours, or at 3 a.m daily.

You can add all data to queue for later processing by clicking on Sync All Data Now button.


Field Mapping

In order to synchronize data fields from the Magento 2 store to your Zoho CRM account correctly, you need to create the mapping for these fields first.  

Go to Zoho CRM Integration > Field Mapping

You can choose the type of data to set the field mapping (Accounts, Contacts, Campaigns, Leads, Products, Sales Orders, Invoices)

The Magento fields and Zoho CRM fields will display in a drop-down list. Choose the status Enabled to enable the field, then Save Mapping


Manual Queue Adding

You can add data to the queue manually in the Customer, Product, Order, and Invoice grid table.



You can also add data in the Queue grid table using Add [data type] button. 

Synchronization Process

Data will be added to the queue for processing. In the data queue, click on the Sync All button to synchronize all data in the queue to Zoho CRM, or use the Sync [data type] button to synchronize each data.

*NOTE: Synchronizing will take time, the length of time depends on the size of the database. 



Synchronization History/Report

When the process is done, you can go to Zoho CRM Integration > View Report to track the synchronized data.



You can also view the synchronization history in Customer, Product, Order info





Main Features

In Magento 2 Register Page

 


 In Zoho's Leads


In Zoho's Contacts



  • When a customer adds products to their shopping cart and then checks out, orders information and data about that product will be added to the queue in order to wait for syncing to Zoho.

After successfully placed an order


In Zoho's Sales Orders




In Zoho's Accounts:


After successfully Added Product



In Zoho's Product



When an invoice is successfully sent



In Zoho's Invoices



  • When deleting a client account in Zoho (Leads, Accounts, and Contacts), administrators must do it from both Magento and Zoho.


Zoho CRM Default Synchronization Fields

(warning) The fields in Red are hard-code

Contact


Magento Customer

Zoho CRM Contact

Email

Email

First name

First name

Last name

Last name

Customer Name

Account Name

Date of Birth

Date of Birth

Billing Street

Mail Street

Billing City

Mail City

Billing State/Province

Mail State

Billing Country

Mail Country

Billing Telephone

Phone

Billing Fax

Fax

Shipping Street

Other Street

Shipping City

Other City

Shipping State/Province

Other State

Shipping Country

Other Country

Account



Magento Customer

Zoho CRM Account

ID

Account Number

Customer Name

Account Name

Billing Street

Billing Street

Billing City

Billing City

Billing State/Province

Billing State

Billing Country

Billing Country

Billing Telephone

Phone

Billing Fax

Fax

Shipping Street

Shipping Street

Shipping City

Shipping City

Shipping State/Province

Shipping State

Shipping Country

Shipping Country

Lead



Magento Customer

Zoho CRM Lead

Email

Email

First Name

First Name

Last Name

Last Name

Billing Street

Street

Billing City

City

Billing State/Province

State

Billing Country

Country

Billing Telephone

Phone

Billing Fax

Fax

CompanyCompany

Product



Magento Customer

Zoho CRM Product

Name

Product Name

SKU

Product Code

Status

Product Active

Price

Unit Price

Quantity

Quantity in Stock

Description

Description

Sales Order


Magento

Zoho CRM Sales Order

Increment ID

Subject

Created At

Due At

Status

Status

Customer Id

Customer_No

Customer Name

Account Name

Billing Street

Billing Street

Billing City

Billing City

Billing State/Province

Billing State/Province

Billing Zip/Postal Code

Billing Zip/Postal Code

Billing Country

Billing Country

Shipping Street

Shipping Street

Shipping City

Shipping City

Shipping State/Province

Shipping State

Shipping Zip/Postal Code

Shipping Code

Shipping Country

Shipping Country

Shipping Amount

Adjustment

Tax Amount

Tax

Discount

Discount

Invoice



Magento

Zoho CRM Invoice

Increment ID

Subject

Created At

Invoice Date

State

Status

Order ID

Sales Order

Customer Name

Account Name

Billing Street

Billing Street

Billing City

Billing City

Billing State/Province

Billing State/Province

Billing Zip/Postal Code

Billing Zip/Postal Code

Billing Country

Billing Country

Shipping Street

Shipping Street

Shipping City

Shipping City

Shipping State/Province

Shipping State

Shipping Zip/Postal Code

Shipping Zip

Shipping Country

Shipping Country

Shipping Amount

Adjustment

Tax Amount

Tax

Discount

Discount



Update


  • When a bug fix or new feature is released, we will provide you with the module's new package.
  • All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
  • Flush the config cache. Your store and newly installed module should be working as expected.



Support


  • We will reply to support requests within 2 business days.
  • We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
  • Support DOES NOT include other series such as customizing our products, installation and uninstallation service.


Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest


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