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Created: 11/09/2016 | By: Magenest | 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.
Extension's page: https://store.magenest.com/magento-2/zoho-crm-integration.html
Features
- Allows synchronizing and updating Customers from Magento store into Zoho CRM Leads, Contacts, Accounts both manually and automatically.
- Allows synchronizing and updating Products from Magento store into Zoho CRM Products both manually and automatically.
- Allows synchronizing Orders from Magento store into Zoho CRM Sales Orders both manually and automatically.
- Allows synchronizing Invoices from Magento store into Zoho CRM Invoices both manually and automatically.
- Admin can manage the field mappings in Magento 2 backend with ease
- It is very easy to use and set up
System Requirements
Your store should be running on Magento Community Edition version 2.0.x, 2.1.x and 2.2.x
Video Tutorial
Configuration
Login the Zoho account
First you have to create a Zoho account by going to: https://www.zoho.com/crm/
Click on 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
Click Save Configuration then Get Access Token
You will be redirected to Zoho, in here Zoho will require to access your information. Click Accept
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 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 drop-down list for you to choose. Choose the status Enabled to enable the field, then Save Mapping
Manual Queue Adding
You can add data to queue manually in Customer, Product, Order and Invoice grid table.
You can also add data in Queue grid table using Add [data type] button.
Synchronization Process
Data will be added to queue for processing. In the data queue, click on Sync All button to synchronize all data in 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 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
- When a new account is registered in Magento 2, Zoho will automatically add a new record of this account in Leads
In Magento 2 Register Page
In Zoho's Leads
When a customer updates his information, data in Leads and Contacts will also be updated automatically
In Zoho's Contacts
When a customer adds items to cart then check out, Sales Orders in Zoho will be auto synced. Also, a record in Accounts of that customer will also be added if not exist
After successfully placed an order
In Zoho's Sales Orders
In Zoho's Accounts:
When admin add a new product in Magento 2, Zoho will auto sync data about that product
After successfully Added Ball Pup
In Zoho's Products
- When admin add a new Promotion in Magento 2, Zoho will auto sync data about it as a Campaign. All editing will also be synced
When Hot Summer Sale Promotion was created
A campaign was synced in Zoho
When an invoice is made by admin in Magento 2, Invoice in Zoho will be synced
When an invoice is successfully sent
When admin deletes a customer account in Magento, that customer will also be wiped from Leads, Accounts and Contacts in Zoho.
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