> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sync.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

export const CommonDatasourceMoreInformation = ({datasource = "the data source", advancedurl = "", siteName = "CData Sync", driverVersion = ""}) => {
  return <>
      <p>
        For more information about interactions between {siteName} and {datasource}, see{' '}
        <a href={`https://cdn.cdata.com/help/${advancedurl}${driverVersion}/synch/default.htm`}>
          {datasource} Connector for {siteName}
        </a>.
      </p>
    </>;
};

export const CommonDatasourceAddConnector = ({datasource = "the data source", title = "the connector", destination = false, siteNameShort = "Sync"}) => {
  return <>
      <p>
        To enable {siteNameShort} to use data from {datasource}, you first must add the
        connector, as follows:
      </p>
      <ol>
        <li>Open the <strong>Connections</strong> page of the {siteNameShort} dashboard.</li>
        <li>Click <strong>Add Connection</strong> to open the <strong>Select Connectors</strong> page.</li>
        <li>
          Click the <strong>{destination ? "Destinations" : "Sources"}</strong> tab and locate
          the <strong>{title}</strong> row.
        </li>
        <li>
          Click the <strong>Configure Connection</strong> icon at the end of that row to open
          the <strong>New Connection</strong> page. This action opens the{' '}
          <strong>Add Connection</strong> dialog box.
          <br />
          <strong>Note:</strong> If the <strong>Configure Connection</strong> icon is not
          available, click the <strong>Download Connector</strong> icon to install
          the {title} connector.
        </li>
        <li>Enter a name for your connection in the <strong>Add Connection</strong> dialog box.</li>
        <li>Click <strong>Add</strong> to open the <strong>Settings</strong> tab for your connector.</li>
      </ol>
      <p>
        For more information about installing new connectors, see{' '}
        <a href="../connections">Connections</a>.
      </p>
    </>;
};

export const CommonDatasourceIntroDestination = ({datasource = "the data source", siteName = "CData Sync"}) => {
  return <p>
      You can use the {datasource} connector from the {siteName} application to move data
      from any supported source to the {datasource} destination. To do so, you need to add
      the connector, authenticate to the connector, and complete your connection.
    </p>;
};

export const driverVersion = "M";

export const siteNameShort = "Sync";

export const siteName = "CData Sync";

<CommonDatasourceIntroDestination datasource="Zoho CRM" siteName={siteName} />

## Add the Zoho CRM Connector

<CommonDatasourceAddConnector datasource="Zoho CRM" title="Zoho CRM" destination={true} siteNameShort={siteNameShort} />

## Complete Your Connection

To complete your connection:

1. Specify the following properties:
   * **Region:** Select the region that is associated with the domain of your Zoho CRM server URL. The default region is **US**.
   * **Schema:** Select your Zoho CRM version. Each Zoho CRM version has its own data model. Version values are **v2**, **v2.1**, and **v4** (default).
   * (Optional) **Use COQL:** Select whether you want {siteNameShort} to use the Query API to retrieve data or whether you want to use another API. By default, the **Enable** checkbox is already selected.
     * Select the **Enable** checkbox use the Query API. This API uses CRM Object Query Language (COQL) to query data from Zoho CRM.
     * Clear the **Enable** checkbox if you want to use another API. When you clear the checkbox, the **API Type** drop-down list is displayed. You can choose either **Bulk** or **REST** (default) as the API.
2. Define advanced connection settings on the **Advanced** tab. (In most cases, though, you should not need these settings.)
3. Click **Create & Test** to create your connection.

## Supported Modules

The {siteNameShort} supports only the following Zoho CRM modules:

* `Leads`
* `Accounts`
* `Contacts`
* `Deals`
* `Campaigns`
* `Cases`
* `Solutions`
* `Products`
* `Vendors`
* `Price Books`
* `Quotes`
* `Sales Orders`
* `Purchase Orders`
* `Invoices`
* `Appointments`
* `Appointments Rescheduled History`
* `Services`
* `Custom`

## Keys for Record Matching

To match records from your source to your Zoho CRM destination, use the following key columns:

* For upserts: Use either the Zoho system-defined or a custom **Duplicate Check** column. You can also use the **External ID** column that you set for a module.
* For updates: Use either the **ID** column or the **External ID** column.

For details about system-defined duplicate-check fields for each module, see the "System-defined Duplicate Check Fields" section in the [Zoho CRM Insert or Update Records (Upsert)](https://www.zoho.com/crm/developer/docs/api/v2/upsert-records.html) documentation.

For details about creating an external Id, see "External ID - An Overview in the Zoho CRM [Records API using External ID](https://www.zoho.com/crm/developer/docs/api/v2/records-api-ext-id-overview.html) documentation.

## More Information

<CommonDatasourceMoreInformation datasource="Zoho CRM" advancedurl="CZ" siteName={siteName} driverVersion={driverVersion} />