1. In a nutshell

2. Feature availability

• Available for premium plan.
  
• Roles
• Super admins and admins can setup this integration.
• Workspace admins, managers and staff can connect their Zoho Bigin account after the admin has integrated it.

3. Overview

• When an appointment is booked in Bookings, it will automatically create a new contact in Bigin. It also updates the existing contacts, keeping your customer info up-to-date.
• It allows mapping Booking form fields to Bigin fields as per your requirement during initial setup and after that the sync happens automatically, thereby pushing the customer details exactly.
• Appointments can be added as events to Bigin. Those events will also be updated when they are rescheduled or cancelled in Bookings.
• Events in Bigin will block the respective time slots in Bookings.
• Bigin customers can be accessed in Bookings while adding an appointment.

4. Steps to integrate

1. Click the Admin Center icon  in the top-right side of the Bookings menu bar and select CRM & Sales.
   
   
   
   
2. Click Zoho Bigin and click Connect.
   
   
   
   
3. Choose the Bigin organization that you want to connect, then click Submit.
   
   
   
   
4. Authorize the connection by selecting Accept.
   
   
   
   

5. Map Customer details: A slider will be shown where you can map the booking form fields to Bigin fields. The first slider Sync Customer Details lets you map the default Bookings fields like Name, Email, and Contact Number to Bigin's Contacts module fields.
   Select the required Bigin fields in the right-side dropdowns, as shown in the below image.
   
   
   

Note: Name field mapping

You have the option to map the name field either as a single name or split it into first name and last name.

--If you want to push the name as a single entity, choose the "Name" radio button displayed in the image above.

-- If you prefer to push the name as first name and last name, select the "First Name, Last Name" radio button shown in the image below.

Afterwards, choose the corresponding Bigin field name from the dropdown menu.

6. After mapping the fields, click Save. This will show the next slider.
   
7. The next slider Sync Appointment Details allows to map the custom fields to Bigin's Event module fields.
   First choose an event type; this will display the custom fields added for that event type. Next, select the custom field in the left dropdown and choose the suitable Bigin fields in the right dropdown to map those custom fields. Repeat this step by choosing different event types and mapping their custom fields.
   
   
   
   
8. Click Save. The integration is all set.
   

Note: In custom fields mapping, when you change the event types, the previous event mappings are still retained. You can choose multiple event types and map their custom fields.  

5. More configurations 

• Change organization
  
• Check conflicts with Bigin events
• Add Bookings to Bigin events
• Booking page selection for extension
• How can users connect to Bigin?
• Connect Bigin calendar to a resource
• Encrypted field
  

5.1 Change organization

This integration connects Bookings org to any one of the Bigin organizations. You can change the required Bigin organization by clicking the Change Organization option as shown in the below image.
Note: This can be performed only by the admin who integrated this connection. Also, please note that if the organization is changed, all the mappings should be configured again.

 

5.2 Check conflicts with Bigin events

1. Click the My Connections tab in Zoho Bigin integration.
2. Enable the Check conflicts in Bigin toggle to check if the slots in Bookings are overlapping with events in Bigin and make the slots unavailable. Disable it not to check the conflicts.
   
    
   

5.3 Add Bookings to Bigin events 

1. Click the My Connections tab in the Zoho Bigin integration
2. Enable the Add Bookings event to my Bigin calendar toggle to add appointments booked in Bookings as events in Bigin. Disable it not to add events in Bigin.
   
   
    
   
3. If you wish not to add the appointments as Bigin events, you can deselect the above toggle.
   
   
   
   
4. Enabling the Set as default to add invite to customer calendar checkbox will send calendar invite from Bigin. By default, this checkbox will be deselected. You can select it if you want to send an invite from Bigin.
   
   
   
   Info: Please note that if you have chosen another calendar under Calendar integrations in Integration > Calendar > Add Bookings to, then calendar invite will be sent from both Bigin and the integrated calendar. To avoid duplicate invites, it is advised to only select one of the above options.
   
   

5.4 Booking page selection for extension

This option is applicable only if Zoho Bookings for Zoho Bigin extension is installed in Zoho Bigin. Here, you can choose the booking page that has to be shown when you click New Event  button in Zoho Bigin contacts. Select a booking page in the dropdown as shown in the below image.

 

5.5 How can users connect to Bigin?

1. Click the Admin Center icon in the top-right corner of the Bookings menu bar.
2. Click Integrations.
3. Click Zoho Bigin under CRM & Sales. This connects the user's Bookings account to Bigin.
   
     

 5.6 Connect Bigin calendar to a resource 

Any of the user's calendars can be linked to a resource. This can be useful if a staff member should be blocked when the resource is booked. Under Resources > Integrations, you can select the Bigin calendar of any of the users.

 

Once connected, select the Bigin calendar for checking conflicts and adding bookings.

5.7 Encrypted field

6. What to expect after integration

6.1 Customers and Contacts sync 

If the customer already exists in Bigin, it will update the respective contact. This integration ensures that no duplicate records are added by validating the uniqueness of email address, phone number, and name in the same order.

Bigin contacts can be accessed in Bookings while users add an appointment in Bookings In-app.

 

6.2 Appointments and Events sync

Events in Bigin will sync to Bookings, which blocks the respective time slot. Also, appointments can be added as events in Bigin if required.

 

7. Points to note

• Only the admin who integrated the connection can reauthorize the Bigin connection if the connection is revoked.
  
• If you want the event to be added to Bigin, but not to send a calendar invite from Bigin, then you can disable the Set as default to add invite to customer calendar checkbox in Add Bookings to. 
  
   

8. Related  links

• Zoho CRM Integration