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.

Documentation > 2. Zoho CRM Integration User Guide > Zoho CRM Integration (1).jpg

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
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 2.0.x, 2.1.x, 2.2.x, 2.3.x

Magenest Zoho CRM Version 2.1.5 - Updated: April 7, 2023

Compatibility: Magento 2.3.x, 2.4.x

Compatible with Magento 2.4.6

Video Tutorial

Configuration

Login to the Zoho account

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

Documentation > 2. Zoho CRM Integration User Guide > Magento-2-Zoho-CRM-Integration-Login.png

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

Documentation > 2. Zoho CRM Integration User Guide > Magento-2-Zoho-CRM-Integration-Signup.png

Configuration

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

Documentation > 2. Zoho CRM Integration User Guide > api credentials.jpg

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

Remember to turn off your Admin Key before getting an access token. You can turn on this Admin Key later after connecting Magento 2 to Zoho CRM successfully.

Go to Stores > Configuration > Advanced > Admin, choose No in Add Secret Key to URLs.

Documentation > 2. Zoho CRM Integration User Guide > image2018-9-5 10:3:26.png

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

Documentation > 2. Zoho CRM Integration User Guide > 16-configuration.jpg

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

Documentation > 2. Zoho CRM Integration User Guide > 05-fields mapping.jpg

Manual Queue Adding

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

Documentation > 2. Zoho CRM Integration User Guide > 12-customers-add-to-queue.jpg

Documentation > 2. Zoho CRM Integration User Guide > 13-catalog-add-to-queue.jpg

Documentation > 2. Zoho CRM Integration User Guide > 14-orders-add-to-queue.jpg

Documentation > 2. Zoho CRM Integration User Guide > 15-invoices-add-to-queue.jpg

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.

Documentation > 2. Zoho CRM Integration User Guide > 07-queue.jpg

Synchronization History/Report

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

Documentation > 2. Zoho CRM Integration User Guide > 08-report.jpg

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

Documentation > 2. Zoho CRM Integration User Guide > 10-history-customre.jpg

Documentation > 2. Zoho CRM Integration User Guide > 09-syncing history.jpg

Documentation > 2. Zoho CRM Integration User Guide > 11-history-order.jpg

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

Documentation > 2. Zoho CRM Integration User Guide > zoho-customer.png

In Zoho's Leads

Documentation > 2. Zoho CRM Integration User Guide > leads-zoho.png

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 the cart then checks 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

Documentation > 2. Zoho CRM Integration User Guide > orderzoho.png

In Zoho's Sales Orders

In Zoho's Accounts:

Documentation > 2. Zoho CRM Integration User Guide > ACCOUNTZOHO.png

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 the admin adds a new Promotion in Magento 2, Zoho will auto sync data about it as a Campaign. All editing will also be synced

Documentation > 2. Zoho CRM Integration User Guide > campaignzoho.png

When an invoice is made by admin in Magento 2, the Invoice in Zoho will be synced.

When an invoice is successfully sent

Documentation > 2. Zoho CRM Integration User Guide > invocezoho.png

In Zoho's Invoices

Documentation > 2. Zoho CRM Integration User Guide > invoiceaccountzoho.png

When admin deletes a customer account in Magento, that customer will also be wiped from Leads, Accounts, and Contacts in Zoho.

Zoho CRM Default Synchronization Fields

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

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