Sync Zoho CRM and Zoho Books

Sync Zoho CRM and Zoho Books

Due to many historic reasons we have ended up with Account set up in both CRM and Books but not linked.

Looking at doing the Zoho CRM integration so that we can have financial information feeding back to CRM from books.

Setting up two way sync....looking at the guide on how duplicates are handled the guide says

  • Clone: The duplicate record will be cloned while syncing,i.e. both the original and the new record will be available.
  • Overwrite: The duplicate record will overwrite the existing record. That is, when there are duplicates, the Zoho CRM data will replace existing Zoho Books data.
  • Skip: The duplicate record will not be synced, and the existing record will be retained.
What isn't clear is 'Overwrite' simply overwriting addresses and contacts etc or will it also be deleting transactions and past invoices?...Obviously we don't care too much about a few issues in addresses but we can't be losing financial data.

And Skip and Clone are totally pointless...unless I am missing something.

Link to the guide I am referencing https://www.zoho.com/uk/books/help/integrations/crm-integration.html