FAQs in this section
What is the Zoho integration with Vtiger CRM?
Can I sync data from Vtiger to Zoho?
What are the benefits of syncing data between Vtiger and Zoho CRM?
How do I build a Zoho API application?
How do I install Zoho Sync?
How do I view the field mapping for Zoho Sync?

How do I sync Zoho records to Vtiger CRM?

Follow these steps to sync modules and their records between Zoho and Vtiger CRM:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Select a module such as Contacts, Leads, and Organizations. The List View of the selected module appears.
  4. Click Sync on the top right corner of the screen. The Sync popup appears.
  5. Look for the Zoho Sync tool under User-level Connecters.
  6. Click Sign in corresponding to the Zoho Sync tool. Zoho Sign in Window appears.
  7. Log in to your Zoho account. Zoho Postman will ask for your permission to access data from your Zoho CRM account.
  8. Click Accept. The Vtiger OAuth Settings page opens.
  9. Open the built Zoho Server-based API application in a different tab and do the following.
    1. Click the Client Secret tab.
    2. Copy the Client ID and Client Secret.
    3. Paste the copied Client ID and Client Secret to their respective fields in Vtiger OAuth settings.
    4. Enter the Auth URL (https://accounts.zoho.com/oauth/v2/auth) in Vtiger OAuth settings.
    5. Enter the Token URL ((https://accounts.zoho.in/oauth/v2/token) in Vtiger OAuth settings.
    6. Enter the Scope (ZohoCRM.modules.ALL) in Vtiger OAuth settings.
    7. Click Save. The Sync Log window opens.
  10. Click Sync Now on the top right corner of the screen. 
To learn more about Zoho Sync, click here.

 
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