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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 support@magenest.com, we will be happy to assist.

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

Remember to turn off your Admin Key before getting 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.

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

When an invoice is successfully sent



In Zoho's Invoices



  • 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

(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

 

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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