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Updating and synching data with Zoho CRM

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Locate: Manage > Integrations > CRMs > Zoho CRM
Prerequisites: 

  • Admin permissions to Manage your account and Integrations.
  • Your account must have access to items (Inventory > Items), which is a key feature of our classic version of Checkfront. 
  • This feature is not yet supported with products (Inventory > Products), which is 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).

 

In this article, we look at updating and synching Zoho CRM integration data.

New to the Zoho CRM integration? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Zoho CRM feature.

 

Updating & Syncing Data

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Data collected during the initial booking is synced with the contact/lead in Zoho. Checkfront's integration with Zoho makes updating that information a seamless process. If you make a change to the booking in Checkfront, then the data is also be immediately updated in Zoho CRM.

 

Bell Please note, this is a one-way sync. Editing the data in Zoho does not update Checkfront.


Let's look at a booking and see how the information you enter in Checkfront translates to the contact/lead in Zoho.  

 

Zoho No City

Above is the information provided to Checkfront during the booking process.

As you can see, the Customer has provided most of the details asked for but has not specified their City in the address field provided.

 

Zoho No Mailing City

Above is what you see in your Zoho account.  

 

Zoho City Entered

Not to worry, though. All you need to do is pull up the invoice in Checkfront and edit the address to include the City.  

 

Zoho City Synced

After clicking Update, the invoice reflects the change, and the record in Zoho is updated immediately to include the city, too!  

We may add further integrations with Zoho in the future.  

 

Configuration

When syncing a custom booking form field to Zoho, you are connected using the field ID, however, this field ID is capitalized and underscores replaced with whitespaces when sent (test_id => Test Id). 

To make sure the fields map correctly, please make sure your equivalent field in Zoho has the exact same API name, including capitalization. You can check the API name in Zoho under Settings > APIs > API Names.

Keep in mind: editing these names may cause other integrations to not sync correctly as they may have been mapping to the original title. In that case, consider splitting the field in Zoho, or renaming the field in your other extension, if possible.

 

bell

Zoho limits the number of API requests you can make in a given day based on your plan. A new booking from Checkfront can use up to three API calls.

Please ensure the Zoho plan you are subscribed to is in-line with the number of bookings you expect on a daily basis

 

If you have any configuration issues or special requirements for Zoho CRM, then please reach out to support and let us know.

 

Common Issues & Solutions

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Listed here are common errors or situations you may come across when using Zoho CRM:

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  • Unable to populate data, please check if mandatory value is entered correctly.

    This error appears when trying to sync a salutation (such as hi, Hello, greetings, etc.) to Zoho instead of a name.

    The sync expects first name and last name as a single field, using the system customer_name field ID in Checkfront, not the salutation.

    As such, the first name and last name need to be unified on the Checkfront side and the salutation must be added manually on the Zoho side.

  • Authentication has failed.

    This error can happen if you have 2-factor authentication enabled in Zoho. In this case, you can follow these steps to generate an app-specific password to use for authentication when entering your integration credentials:
    1. Log in to Zoho CRM.
    2. Open https://accounts.zoho.com.
    3. In the Zoho Accounts home page, select Security from the left-side menu.
    4. Within the Security menu, click on App Passwords.
    5. Choose Generate New Password and in the Application Specific Passwords pop-up, do the following:
      a. Enter Checkfront (or whatever you prefer) as the device or app name.
      b. Enter your current password.
      c. Click Generate. You receive the new application-specific password with spaces.

  • Not Synced with Zoho. Email Address Required.

    This error occurs if the email field has not been filled out on the Customer's booking form. An email is required in order for Checkfront to sync the booking with Zoho. Double-check the booking to make sure a valid email has been provided.

 

 

< Updating and syncing data with Zoho CRM

 

 

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