Magento 2 Zoho CRM Integration

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Zoho CRM Integration for Magento 2 User Guide
Table of Content
1. Extension Installation Guide 2. Zoho API Configuration
3. Configuration 4. Website wise Synchronization
5. Vendor Synchronization Settings 6. Campaign Synchronization Settings
7. Account Synchronization Settings 8. Contact Synchronization Settings
9. Lead Synchronization Settings 10. Products Synchronization Settings
11. Orders Synchronization Settings 12. Invoices Synchronization Settings
13. Developer Settings 14. Tax Mapping
15. Campaign Mapping 16. Sync Queue
17. History Logs 18. Customers, Orders, Products, Invoices Grid after Synchronization
Zoho CRM Integration for Magento 2
Meetanshi
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• Extension Installation
• For Magento Marketplace Customers
• Find the Composer name and version of the
  extension in the extensions composer.json file.
• Login to your SSH and run
• composer require meetanshi/magento-2-zoho-crm-inte
  gration
• composer require zohocrm/php-sdk
  --ignore-platform-reqs
• Enter your authentication keys. Your public key
  is your username your private key is your
  password.
• Wait for Composer to finish updating your project
  dependencies and make sure there
• arent any errors.
• To verify that the extension installed properly,
  run the command
• php bin/magento modulestatus Meetanshi_Zoho
• By default, the extension is probably disabled.
• Enable the extension and clear static view files
• php bin/magento moduleenable Meetanshi_Zoho
  --clear-static-content
• php bin/magento setupupgrade
• For Magento version 2.0.x to 2.1.x - php
  bin/magento setupstatic-contentdeploy
• For Magento version 2.2.x above - php
  bin/magento setupstatic-contentdeploy f
• php bin/magento cacheflush

Zoho CRM Integration for Magento 2
Meetanshi
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• Zoho API Configuration
• Prior to configuring the extension, you need to
  configure the Zoho for the API connection.
• First of all, go to https//api-console.zoho.com/
  and login with your Zoho CRM account
  credentials. Move to the dashboard, add client,
  select client type as Server-based
  Applications.

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• Now add client details such as name, home page
  URL and redirect URL as https//yoursite.com/zoho
  /connection/success and click on Update.

• Now move to Client Secret tab and copy both the
  client ID and client secret and paste it in the
  relevant field in the Magento 2 extension backend.

Zoho CRM Integration for Magento 2
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• Now move to Settings tab and enable data
  centers as per your requirement.

Zoho CRM Integration for Magento 2
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• Configuration
• For configuring the extension, login to Magento
  2, move to Zoho CRM Integration
• Configuration Meetanshi Zoho CRM Integration,
  where you can find various settings to configure
  the extension.
• Zoho CRM Integration Enable or disable Zoho CRM
  Integration extension from here.
• Sandbox Mode Set YES to enable sandbox mode for
  the Zoho CRM Integration.
• Client ID Enter the client ID you have copied
  from the Zoho CRM admin panel.
• Client Secret Enter the client secret you have
  copied from the Zoho CRM admin panel.
• Domain Users Select domain users as per your
  requirement.
• Zoho User Account Email Enter Zoho user account
  email ID for the API connection.
• Redirect URL Enter redirect URL as
  https//yoursite.com/zoho/connection/success
• After configuring the settings, save the
  configuration and click Get Access Token for
  the API connectivity.

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• Sign in with your Zoho credentials and the API
  will ask to select the CRMs organization for
  the connection.

• You need to accept the terms to allow extension
  access data in the Zoho account.

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• After the selection of CRMs organization, you
  will get the API connection success message.

• After the API gets connected, close the window
  and refresh the Magento 2 configuration page and
  you can see the Connection Status as connected.

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4. Website wise Synchronization Select the
website from which you want to synchronize the
data in Zoho.
5. Vendor Synchronization Settings Click on the
Fetch Vendors button to fetch all the vendors
from Zoho account. Once the vendors are fetched,
select one from the dropdown.
6. Campaign Synchronization Settings
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• To synchronize the Magento 2 campaigns with the
  Zoho API, configure the settings below.
• Campaign Synchronization Select YES to allow
  synchronization of campaigns with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 campaigns to Zoho. o Immediately
  Syncs campaigns immediately on creation.
• Cron Job Syncs campaigns on cron job run time
  and frequency.
• Frequency Select cron job frequency to automate
  campaign sync with Zoho.
• Start Time Set start time of the cron job based
  on the set frequency.

Immediately after the synchronization, you can
see the campaigns in Zoho.
Zoho CRM Integration for Magento 2
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• Account Synchronization Settings
• To synchronize the Magento 2 customer accounts
  with the Zoho API, configure the settings below.
• Account Synchronization Select YES to allow
  synchronization of customer accounts with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 customer accounts to Zoho. o
  Immediately Syncs customer accounts immediately
  on creation.
• o Cron Job Syncs customer accounts on cron
  job run time and frequency.

Immediately after the synchronization, you can
see the customer accounts in Zoho.
Zoho CRM Integration for Magento 2
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• Contact Synchronization Settings
• To synchronize the Magento 2 contacts with the
  Zoho API, configure the settings below.
• Contact Synchronization Select YES to allow
  synchronization of contacts with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 contacts to Zoho. o Immediately Syncs
  contacts immediately on account creation.
• Cron Job Syncs contacts on cron job run time and
  frequency.
• Frequency Select cron job frequency to automate
  contact sync with Zoho.
• Start Time Set start time of the cron job based
  on the set frequency.

Immediately after the synchronization, you can
see the contacts in Zoho.
Zoho CRM Integration for Magento 2
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• Lead Synchronization Settings
• To synchronize the Magento 2 leads with the Zoho
  API, configure the settings below.
• Lead Synchronization Select YES to allow
  synchronization of leads with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 leads to Zoho. o Immediately Syncs
  leads immediately on account creation.
• o Cron Job Syncs leads on cron job run time and
  frequency.

Immediately after the synchronization, you can
see the contacts in Zoho.
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• Products Synchronization Settings
• To synchronize the Magento 2 products with the
  Zoho API, configure the settings below.
• Products Synchronization Select YES to allow
  synchronization of products with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 products to Zoho. o Immediately Syncs
  products immediately on product creation.
• o Cron Job Syncs products on cron job run time
  and frequency.

Immediately after the synchronization, you can
see the products in Zoho.
Zoho CRM Integration for Magento 2
Meetanshi
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• Orders Synchronization Settings
• To synchronize the Magento 2 orders with the Zoho
  API, configure the settings below.
• Orders Synchronization Select YES to allow
  synchronization of orders with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 orders to Zoho. o Immediately Syncs
  orders immediately on placement.
• o Cron Job Syncs orders on cron job run time and
  frequency.

Immediately after the synchronization, you can
see the orders in Zoho.
Zoho CRM Integration for Magento 2
Meetanshi
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• Invoices Synchronization Settings
• To synchronize the Magento 2 invoices with the
  Zoho API, configure the settings below.
• Invoices Synchronization Select YES to allow
  synchronization of invoices with Zoho.
• Sync Mode Select how you want to synchronize
  Magento 2 invoices to Zoho. o Immediately Syncs
  invoices immediately on generation.
• o Cron Job Syncs invoices on cron job run time
  and frequency.

Immediately after the synchronization, you can
see the invoices in Zoho.
13.Developer Settings Select YES to enable debug
log.
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14.Tax Mapping Move to Zoho CRM Integration Tax
Mapping to map Magento 2 tax classes with Zoho.
First of all, click Add All Tax Code button to
add all the Magento 2 tax codes to the list in
the grid and then, click Synchronize to sync
each tax code with Zoho API.

• To see the mapped tax codes in Zoho, click on
  Settings gt Customization gt Modules and Fields.

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• Click on Products gt Customize Tax Rates to open
  the tax code popup.

• You can see the synchronized tax codes in popup.

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15.Campaign Mapping Move to Zoho CRM
Integration Campaign Mapping to map Magento 2
catalog rules with Zoho. First of all, click
Add All Catalog Rules button to add all the
Magento 2 catalog rules to the list in the grid
and then, click Synchronize to sync each tax
rule with Zoho API.
16. Sync Queue If your store is already having
customers, products, orders, invoices and want
all of them to sync with Zoho after the extension
installation, move to Zoho CRM Integration Sync
Queue. Click Add Customers, Add Products,
Add Orders, Add Invoices, one by one in the
same order as mentioned to add all here in the
sync queue. Click on Synchronization button to
sync them gradually with Zoho.
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17.History Logs After synchronization is done,
the status of each entity is shown with the
details on the separate grid in backend at Zoho
CRM Integration History Logs. If the data is
synchronized right, the status will be success
else if theres problem during data sync, it will
show error status.
Zoho CRM Integration for Magento 2
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• Customers, Orders, Products, Invoices Grid after
  Synchronization
• After synchronization of customers, orders,
  products and invoices in Zoho, if you check the
  backend grid of individual, you can see Zoho ID
  for each entity.
• Customers Grid with Zoho Account ID, Lead ID,
  Contact ID
• After the successful synchronization of customers
  to Zoho, move to Customers All Customers to see
  Zoho account ID, lead ID and contact ID. The
  admin can select multiple customers and use
  Sync to Zoho mass action to sync them manually.

Zoho CRM Integration for Magento 2
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• Orders Grid with Zoho Order ID
• After the successful synchronization of orders to
  Zoho, move to Sales Orders to see Zoho order ID.
  The admin can select multiple orders and use
  Sync to Zoho mass action to sync them manually.

• Products Grid with Zoho Product ID
• After the successful synchronization of products
  to Zoho, move to Catalog Products to see Zoho
  product ID. The admin can select multiple
  products and use Sync to Zoho mass action to
  sync them manually.

Zoho CRM Integration for Magento 2
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• Invoices Grid with Zoho Invoice ID
• After the successful synchronization of invoices
  to Zoho, move to Sales Invoices to see Zoho
  invoice ID. The admin can select multiple
  invoices and use Sync to Zoho mass action to
  sync them manually.

Zoho CRM Integration for Magento 2
Meetanshi