Learn more about how to integrate your Zoho Invoice and Zoho Campaigns.
Fill in the required fields in the Sync Details page:
Basic details such as email address, first name, and last name are pre-mapped. Mapping the email address field is mandatory. However, you can delete the contact name field. You can map additional fields by clicking on Map More Fields link.
You decide how often data is imported from Zoho Invoice. The data can be retrieved just once, or you can set it to occur daily, weekly, or monthly.
You can re-map or Map more fields for your sync settings by choosing the Edit Mapping in the Edit drop down.
You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Configure Retrieval Details in the Edit dropdown.
Use this option to get a detailed history of the contacts synced from Zoho Invoice to Zoho Campaigns. You can see this in the detailed view of the sync.
|Total Contacts||Contacts imported/synced in a single fetch.|
|New Contacts||Contacts added to the Campaigns organization.|
|Re-added Contacts||Contacts already deleted in Campaigns account but now added again.|
|Duplicate Contacts||Contacts already present in Campaigns account.|
|Ignored Contacts||Contacts are not added to the mailing list.|
|Deleted Contacts||Contacts deleted in Books account and getting updated in Campaigns as well.|
Contacts are ignored during the import if they fall under one of the following categories,
|Bounced||Contacts bounced from the recipient's inbox, or email addresses do not exist.|
|Do-Not-Mail||Contacts added to the Campaigns organization.|
|Group Email(s)||Contacts having a role/group email address. For e.g. info@, administrator@, careers@, service@, support@, etc.|
|File Duplicate(s)||Contacts present more than once in the file.|
|Invalid Pattern||> Contacts with an invalid pattern; e.g. patriciazylker.com, firstname.lastname@example.org|
|Empty email address||Contacts whose email address field is missing.|
You can regenerate your ZSC (Zoho Service Communication) key by copying the ZSC key from your Zoho Invoice account and pasting it in your Campaigns account.
To change your ZSC key,
1. I am updating my ZSC key in my Zoho Invoice account. Will it impact on existing sync status?
Yes, the change will deactivate the existing syncs. In such cases, you need to activate all syncs manually. Once you regenerate the ZSC key, all previous syncs will become inactive, and you will need to enter the new ZSC key in your Zoho Campaigns account to activate the periodic syncs.
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