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Introduction to Magento Zoho CRM Integration
Magento Zoho CRM Integration is a prehensive module that provides automatic data synchronizing solution from your Magento sites to Zoho CRM.
The extension page: store.magenest.com/magento-extensions/magento-zoho-crm-integration.html
Features
- The Module supports the following synchronizations:
- Customer Accounts in Magento to Leads, Contacts and Accounts in Zoho.
- Products in Magento to Products in Zoho.
- Promotions in Magento to Campaigns in Zoho.
- Orders in Magento to Sales Orders in Zoho
- Invoices in Magento to Invoices in Zoho.
- Admin can easily define field mappings to select what data to sync.
System Requirements
Your store should be running on Magento Community Edition version 1.8.x or 1.9.x.
Video Tutorial Playlist
( Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZslbCnBHu6KVKseSsrJsnTh )
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Configuration
First, you need to log into Magento's backend site. Click on ZohoCRM Integration → Configuration.
Generating Zoho Auth token
- Method 1:
- Using the URL format: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password
- The generated output looks like this:
- Method 2:
- Just leave the Auth token field blank, it will be automatically generated after you hit Save Config
- However, it is important for you to clear active auth token after a while. If the number of active auth token goes above 10, the extension cannot function properly.
- Click on your Profile picture at the top right corner, click on My Account –> Preferences –> Sessions –> Active Authtokens
- Delete active authtokens
Filling in necessary information
- Fill in your email ID, password and auth token of Zoho.
- Choose fields that you want to sync and hit Save Config
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Data Integration Settings
- You can choose which data fields you want to sync from Magento to Zoho.
Click on ZohoCRM Integration tab –> Field Mapping to view available mappings
- You can edit, export to CSV, change status for fields or delete fields.
- To add new mapping, click on Add button then choose field mapping you want to sync
- Select Table: select table that you want to sync
- Magento Field: select Magento data field
- Zoho Field: select Zoho data field
- Status: active or deactive this data field sync
- Description: describe this mapping
Then click on Save. Your field mapping will be included in the next sync.
- To delete a mapping, Click on Edit –> Delete, Hit OK to confirm delete.
- To retrieve newly created fields in Zoho, click on ZohoCRM Integration –> Retrieve Fields.
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Main Functions
1. When a new account is registered in Magento, Zoho will automatically add a new record of this account in Leads
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- Customer Huan Dao Trong was deleted from Magento
- In Zoho's Leads
- In Zoho's Accounts
- In Zoho's Contacts
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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.
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Support
- Magenest offers the response time can be up to 3-5 days.
- We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
- Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLY support you with exist features of module
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