Zoho CRM Settings

SupportCenter Plus integration with Zoho CRM helps you to import Account and Contact information from Zoho CRM into SupportCenter Plus. You can also automate the process of importing Accounts and Contacts from Zoho CRM through scheduled import option.

To access Zoho CRM Settings page,

1. Click Admin tab in the header pane to open the configuration wizard page.

2. Click Zoho CRM Settings icon under Integration & Add-ons block.

Configuring Zoho CRM Settings

1. Enter the Zoho CRM Auth Token in the field provided. This details can be optained from Zoho CRM application under Setup > Developer Space > CRM API.

2. Select the modules to import the details from Zoho CRM by selecting the check box beside each module name. You cannot import contacts without accounts and the sales details cannot be imported without products and accounts.

3. To automate the process of importing the information from Zoho CRM, select the Enable Scheduled Import check box. On selecting this check box the data will be imported every one hour from Zoho CRM into SupportCenter Plus.

4. Click Save.
   
   NOTE: If business units are enabled, the data will get imported into the default business unit.

Creating Auth Token

You should have a Zoho CRM account to generate the Auth Token. To generate the Auth Token from Zoho CRM, you need to send an authentication request to Zoho CRM using the URL format.

To generate the authentication token:

1. Login to Zoho CRM using the user id and password. The home page of the Zoho CRM application is displayed.

2. Click Setup link on the top right corner and select Developer Space --> CRM API. You will find a URL format to generate the Authentication Token.

3. Type the URL on the browser and specify the Zoho CRM user name/email id and password.

4. Press Enter. The auth token will be generated and displayed as shown below.