ChARM Health for Zoho CRM | Online Help - Zoho CRM

ChARM Health for Zoho CRM

The ChARM Health for Zoho CRM integration is designed to synchronize patient information between ChARM Health and Zoho CRM. With this integration, the patient data can be accessed anytime from either of the two applications, and keep the data always synced between the applications. Also, a new patient record can be created in ChARM Health from Zoho CRM by converting existing contacts to patients.

Installing the extension

  1. Navigate to  > Marketplace > All.
  2. Click All Extensions, then browse for and click ChARM Health for Zoho CRM.
  3. Click Install Now.
  4. Agree to the Terms of Service, and click Continue.

  5. In Choose Users/Profiles, select one of the following options:
    1. Install for admins only
    2. Install for all users
    3. Choose profiles
      If you select the Choose profiles option, select all the profiles you want to install the extension for, and click Confirm.
      The extension will be installed for the selected users.
  6. Click Sign Up if you do not have a ChARM Health account. A new page will open. Enter the required details, and click Sign Up.

  7. Click Authorize if you already have a ChARM Health account.
  8. Click Accept, and enter the ChARM account credentials.
  9. Enter the API Key for your ChARM Health account.
  10. Click Finish.
Note: To obtain a ChARM API Key, login as a Practice Administrator in your ChARM Health account and navigate to  > Account > API Keys section. Create a new API key by entering the developer name as "Zoho CRM".

Setting up multi-select lookup in Zoho CRM

Once installed, you must enable the 'interlinking different modules' feature in Zoho CRM. This allows a module to fetch data from another module and reflect it within Zoho CRM.

Only then, you can synchronize contacts with multiple facilities in ChARM Health to the Zoho CRM contacts module.

To set up multi-select lookup:
  1. Navigate to  > Customization > Modules and Fields.
  2. Click Contacts in the modules list.
  3. Under Layouts, click the desired layout.
  4. Drag and drop the Multi-Select Lookup option into the Contact Information layout.

  5. The Field Label should be Facilities.
  6. In Select Related Module, choose Facilities.
  7. The Field Label in Related Module should be Contacts.
  8. Check Allow creating relationship-specific modules.
  9. Enter Contacts X Facilities as the Linking Module Name.
  10. Click Done.

Now you are ready to sync contacts between ChARM Health and Zoho CRM.

Setting up synchronization

Once the extension is installed, a web tab called ChARM Health will be added in your CRM account. Using this web tab, you can customize your sync settings any time in Zoho CRM to synchronize your contacts between ChARM Health from Zoho CRM.
Note: When you sync contacts from Zoho CRM to ChARM Health, these fields are required: First Name, Last Name, Sex, DOB, and Facilities.
To create sync settings:
  1. Click the ChARM Health web tab from the listed modules.
  2. On the ChARM Health Settings page, click Settings.
  3. In Sync Type, select One Way or Two Way.
    1. One Way - brings ChARM Health contacts into your Zoho CRM modules, or vice versa.
    2. Two Way - moves CRM data into ChARM Health, and ChARM Health data into CRM simultaneously.
  4. In Sync Behaviour, select ChARM Health to Zoho CRM or Zoho CRM to ChARM Health (only for One Way sync).
    If you choose ChARM Health to Zoho CRM, you need to specify the conflict behaviour.

  5. In Conflict Behaviour, select one of the following.
    1. CRM Always Wins - Data from ChARM Health will not override the CRM data in the corresponding fields.
    2. ChARM Health Always Wins - Data from ChARM Health will override the CRM data in the corresponding fields.
  6. If you are scheduling a sync, choose Yes.
    The sync will happen for every 10 minutes by default.
  7. Click Save.

Synchronizing data

To synchronize contacts between ChARM Health from Zoho CRM:
  1. Click the ChARM Health web tab.
  2. In the ChARM Health Settings page, click Sync.
  3. Click Sync Now.

If you need to change the sync settings, follow the steps in Setting up synchronization and sync your data.

Adding new patients to ChARM Health

You can add a new patient record to ChARM Health from within the Zoho CRM. This can be done by converting the existing contacts in Zoho CRM to patients in ChARM Health.

To convert a contact/lead:
  1. Go to the Contacts section.
  2. Tap to open the desired contact from the records list.
  3. Make sure all the mandatory fields have values (First name, Last name, Sex, Date of birth, and Facilities)
  4. Click Convert to Patient button on the top-right corner.

The record gets added to ChARM Health with a success message pop-up on the screen.
          

Uninstalling the extension

In order to uninstall the extension, you must remove the Facilities added while installing the extension. Only then, the Zoho CRM will allow you to uninstall the extension.

To remove Facilities:
  1. Navigate to  > Customization > Modules and Fields.
  2. Click Contacts in the modules list.
  3. Under Fields, select Facilities.
  4. Select Remove Field, and click Yes.
    The Facilities field will be moved to unused fields.
  5. Tap to open Unused fields.
  6. Tap Delete, and click Yes.
    The Facilities field will be removed. 
To uninstall the extension:
  1. Go to  > Marketplace > All.
    All the installed extensions are listed.
  2. Under All Extensions, you can view all the installed extensions.
  3. Browse for ChARM Health, and click the corresponding Uninstall link.
  4. Click Ok to confirm and uninstall the extension.

    Redefine the way you work
    with Zoho Workplace

      Zoho DataPrep Personalized Demo

      If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

      Zoho CRM Training

        Create, share, and deliver

        beautiful slides from anywhere.

        Get Started Now


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       

                    Explore our Pricing Plans

                      

                      Secure your business
                      communication with Zoho Mail


                      Mail on the move with
                      Zoho Mail mobile application

                        Stay on top of your schedule
                        at all times


                        Carry your calendar with you
                        Anytime, anywhere




                                Zoho Sign Resources

                                  Sign, Paperless!

                                  Sign and send business documents on the go!

                                  Get Started Now


                                      Zoho SalesIQ Resources



                                          Zoho TeamInbox Resources



                                                  Zoho DataPrep Resources



                                                    Zoho DataPrep Demo

                                                    Get a personalized demo or POC

                                                    REGISTER NOW


                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now











                                                                            • Related Articles

                                                                            • Commission Management for Zoho CRM

                                                                              The Commission Management extension for Zoho CRM will calculate the commission amount for salespeople in Zoho CRM automatically. The extension calculates the commission amount based on each user's personalized commission plan settings whenever a deal ...
                                                                            • Zoho CRM for Google Ads

                                                                              Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                            • Zoho Contracts for Zoho CRM

                                                                              The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...
                                                                            • Best CRM tools for your business to thrive remotely

                                                                              The new era of work has redefined the way we operate, and do business. As new styles become prevalent, organizations are eagerly embracing co-working spaces, work from home, work on the go, and remote working as alternatives to traditional working ...
                                                                            • Common Operations with records

                                                                              Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
                                                                            Wherever you are is as good as
                                                                            your workplace

                                                                              Resources

                                                                              Videos

                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                              eBooks

                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                              Webinars

                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                              CRM Tips

                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                Zoho Show Resources