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