Zoho
Zoho
10 articles
- How to Configure Your Zoho IntegrationComplete guide to configure your Zoho CRM integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.
- How to Fix Field Mapping Warnings and Errors in ZohoWhen configuring Step 2: Field Mapping in your Zoho CRM integration, each mapped Zoho field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons…
- Permissions & Prerequisites for ZohoWhat you need on the Zoho side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.
- Campaign Mapping, User Mapping, and activities in ZohoCampaign Mapping writes Campaign and engagement information into Zoho fields. User Mapping chooses the Owner. Neither widens permissions.
- Configure Field Mapping and resolve warnings in ZohoField Mapping connects Enginy fields with the Contacts, Leads and Accounts fields in Zoho, and controls whether Enginy can replace an existing value.
- Configure identifiers, matching, and associations in ZohoIdentifiers tell Enginy how to look for an existing record in Zoho before creating a new one. Reviewing them reduces duplicates.
- Connect, reconnect, disconnect, and revoke ZohoThe connection is made through OAuth from the Integrations page. The user who completes the authorization becomes the Integration user.
- Export Contacts, Leads, and Accounts to ZohoYou can export people as Contacts or Leads. Enginy Companies are exported as Zoho Accounts.
- Import Contacts and Accounts from ZohoImport Contacts and Accounts from Zoho without preparing a CSV file. Contacts become Enginy contacts and Accounts become Companies.
- Troubleshoot common Zoho integration issuesStart with Activity > Prospecting when an export fails. Covers permissions, expired authentication, picklists, Custom Views and API limits.