Finance Integration support in CRM Sandbox
Each organization is limited to one Sandbox account in Zoho Books.
The Sandbox account operates independently from the production Books environment.
Integration occurs between Zoho CRM's Sandbox and Zoho Book's Sandbox - not the Production Books account.
Note. Only one sandbox account per organization is permitted at any time. Creating multiple sandbox accounts or the same org is not supported. Modules are created via a scheduled job triggered at the time of enabling the integration.
Users can create records in these modules while working in Sandbox.
These modules and their records will not appear in the production environment's deployment log.
No deployment logs are generated for modules created through the Finance integration in Sandbox.
Notes.
No deployment support - Changes made to the Zoho FInance integration within Sandbox cannot be deployed to production.
Integration not copied from production - If a Finance integration is configured in the production environment, it's not automatically replicated into the Sandbox environment. It must be set up independently.
Limited finance product coverage - Only Zoho Books is supported in the Sandbox environment. The remaining Finance Suite products - Inventory, Expense, Billing, and Invoice - are not available for Sandbox integration in the phase.
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