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Setting up Zoho CRS in Checkfront

Learn how to activate Zoho in your Checkfront account, including where to enter your location, module, and attachment settings.

New to Zoho? Read the first article in this series for an introduction to the Zoho integration.

 

Which plan do you need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

Manage > Integrations > CRMs > Zoho CRM

What prerequisites are there?

  • Admin permissions to Manage your account and Integrations.

Which Checkfront version supports this feature - classic, new, or both?

  • Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront. 
  • This feature is not yet supported with products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to Items (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Setting up Zoho CRS

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Zoho

Log in to your Checkfront account, navigate to the Integrations area (Manage > Integrations), and then select the Zoho CRM tile from the CRMs category to open the Add-on Setup modal.

 

zoho_setup

From the Add-on Setup modal, review the following settings.

 

Selecting a location

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The Location defaults to the location of your Checkfront account and should match your Zoho account location. 

 

Note

Migration of Locations

If you would like your Zoho account to be moved to the correct location (for example, if you are located in the EU but have a zoho.com CRM account, then please get in touch with migration@zohocrm.com. This is a setting you must adjust with Zoho, and Checkfront cannot assist you with that. 

If Zoho successfully moves your Zoho account's virtual location, you need to return to the Zoho CRM Add-on Setup page to select the Location that matches your updated account.

 

Adding customers as a contact or lead in Zoho

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In the Module field, select whether your Customers should be added to Zoho as a Contact or Lead. 

 

Attaching a note or event

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In the Attachment field, you can attach a Note or Event. In most cases, would be the Event option. Selecting this adds the booking details to your Zoho contact as an open activity.

 

Overwriting existing records during booking creation

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Below these fields, you see a checkbox labelled Overwrite existing records during booking creation. This setting determines whether or not existing records are overwritten in Zoho with new information when subsequent bookings are made.

Here's an example of how this setting functions if selected...

A Guest makes a booking and includes their phone number, which syncs to Zoho as a contact. The Guest later makes another booking, only this time, they include their new phone number. If the overwrite option is enabled, it syncs the new information and overwrites the previous Zoho contact details, updating the record in Zoho.

 

Alert

Without this setting enabled, there cannot be any updating of contacts, leads, events, or notes after the initial record creation. We recommend you check this option.

 

Once you select, click the Activate button to complete the setup. You are then taken to the Zoho website to complete the authentication process and authorize Checkfront to access your data.

 

 

Testing the setup with Zoho CRM >

 

 

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