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  • 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

Magento Zoho CRM solution

 

  • You can edit, export to CSV, change status for fields or delete fields.

ecommerce zoho integration

 

  • To add new mapping, click on Add button then choose field mapping you want to sync

Magento Zoho CRM module

  1. Select Table: select table that you want to sync
  2. Magento Field: select Magento data field
  3. Zoho Field: select Zoho data field
  4. Status: active or deactive this data field sync
  5. 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.

Magento Zoho CRM Integration

 

  • To retrieve newly created fields in Zoho, click on ZohoCRM Integration –> Retrieve Fields.

Magento Zoho CRM extension

 

Mapping Field Template 

Admins can refer to some mapping field templates below:

 

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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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