Zoho CRM: Testing the Setup

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To test your setup, create a new booking and set the status to Reserved, Paid or Deposit.  

 

An email address must be supplied during the booking process, otherwise, you will not be able to click on the link at the bottom of the invoice to access the contact/lead in Zoho.

   

You should see the new data appear in Zoho, including the customer contact details and booking information.  

 

 

 

You can quickly access a customer record in Zoho by clicking on the Open in Zoho CRM button at the bottom of your invoices in Checkfront.  

 

 

 

 

Conversely, you can also access the booking in Checkfront via the booking ID link in Zoho. Please note, however, this is not hyperlinked, so you will need to copy the URL to your clipboard and then paste it into your web browser.

 

 

 

 

In order for a booking in Checkfront to sync with Zoho, an email address must be included. If it is not, you will see the label Not Synced with Zoho. Email address required at the bottom of the invoice instead.

 

 

 

 

In order to remedy this, all you need to do is edit the invoice in Checkfront and add the customer's email address. Once you have done this, the clickable link to open the Zoho contact or lead will re-appear.

 

 

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