Prerequisites:
- Zoho is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Zoho with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Updating & Syncing Data
Back to topData collected during the initial booking will be 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 will also be immediately updated in Zoho.
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Please note, this is a one-way sync. Editing the data in Zoho does not update Checkfront. |
So, let's look at a booking and see how the information you enter in Checkfront translates to the contact/lead in Zoho.
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 missed out the city part of the address. Below is what you would see in your Zoho account.
Not to worry though. All you need to do is pull up the invoice in Checkfront and edit the address to include the city.
After clicking Update, the invoice will now reflect the change and the record in Zoho will be updated immediately to include the city too!
We may add further integrations with Zoho in the future.
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When syncing a custom booking form field to Zoho, you will be connected using the field ID, however, this field ID will be 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. |
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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 open a ticket and let us know.