You can export people as Contacts or Leads. Enginy Companies are exported as Zoho Accounts.
Before exporting
Check that:
Zoho shows as connected under Integrations.
The mappings you need are configured.
The user who connected Zoho can create or update the destination modules.
Your Enginy user has CRM Export Access.
If you do not have CRM Export Access, the CRM export controls may not appear.
Starting the export
Select the records in a compatible table, list or profile.
Open the Export menu.
Choose Export to CRM.
Review the options in the modal.
Click Export.
Choosing Lead or Contact
For people, the modal shows a toggle between Contact and Lead.
The initial value comes from Default object in Sync configuration. If no preference is saved, Enginy uses Contact.
Option | Result in Zoho |
Contact | Creates or updates a Contact. It can create or update the associated Account. |
Lead | Creates or updates a Lead. The company is stored in Lead fields, not as an Account association. |
Company | Creates or updates an Account when the flow uses Contacts and Companies. |
Choosing the Owner
The Owner field is optional. You can select an active Zoho user or leave No owner.
The default values are configured in User mapping, but the modal can let you choose a different Owner for a specific export.
Important: User Mapping does not change the connection's permissions. Zoho still processes the request as the user who authorized OAuth. The mapping only helps assign the Owner.
Filling in manual fields
If you configured Manual export fields, the modal will ask for the corresponding values.
It can show Contact fields, Lead fields, Company fields and Value (Optional).
Company fields only appears when you export as a Contact.
Exporting associated records
When exporting as a Contact, the modal can offer Export N associated companies or Export N associated contacts.
If you switch to Lead, Enginy turns off exporting associated records. The switches also do not appear in every flow started from full lists or groups.
Controlling overwrites
When exporting as a Contact you can open Overwrite existing values and choose which Contacts or Companies fields can be replaced.
Sync with Zoho keeps existing values and fills in empty fields.
Enginy overwrites Zoho allows replacing the existing value.
The overwrite section does not appear when exporting as a Lead. Review the rules saved in Field Mapping before a bulk export.
Reviewing the mapping
Click Review Mapping to open Zoho Setup. If you make changes, save them with Save Changes before continuing.
Direct selection limits
For records selected directly, the interface applies these maximums:
10,000 Contacts or Leads.
5,000 Companies.
The summary of an export from lists or groups may show how many lists were chosen, not how many members they contain. Do not use it as a check against the total limit.
Checking the result
Go to Activity > Prospecting. The report groups the results into:
Contacts Created and Updated.
Contacts Conflicts and Errors.
Companies Created and Updated.
Companies Conflicts and Errors.
You can open the corresponding record in Zoho and expand the error detail. An operation can finish with conflicts even when the overall status shows as completed.
Recommended first test
Export a Contact and a Company you can easily identify.
Review the module and the Owner.
Check the Account association.
Confirm which fields were kept and which were overwritten.
Test a Lead separately.
Move on to more records when the result is correct.