Skip to main content

​
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 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 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) documentation. For details about creating an external Id, see “External ID - An Overview in the Zoho CRM Records API using External ID documentation.