Note: Please note that the SharePoint extension for Zoho CRM is available in US, EU, CN, IN, AU, CA, and JP datacenters.

Installing the extension

1. Go to Setup > Marketplace > All.
2. Under All Extensions, browse for and click SharePoint.
   The details about the extension will be available.
3. Click Install.
4. Agree to the terms of service and click Install.
5. In the following screen, confirm the login user, agree to the terms of service, and click Continue to Install.
   
   
6. Choose one of the following, then click Confirm:
1. Install for admins only - The extension will only be installed in CRM for users with administrator profiles.
2. Install for all users - The extension will be installed in CRM for all users.
3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
   The extension will be installed automatically for the specified users.
   
   
7. Click Authorize if you already have a SharePoint account. Otherwise, click Sign up.
   
   
8. Upon successful authorization, the following components will be included in your Zoho CRM account:
   
1. Sharepoint webtab
2. Sharepoint shared items related list in the Leads, Contacts, and Vendors modules
3. Sharepoint files related list in the Accounts and Deals modules

Configuring extension settings

1. Navigate to the SharePoint webtab.
   The Setup page will be displayed.
   
   
2. In Sites Selection, choose All Sites or Specific Site.
1. All sites - The lists and libraries from all SharePoint sites will be loaded within Zoho CRM. Here, the default SharePoint site will be the parent site.
2. Specific site - The lists and libraries only from the sites you have selected will be loaded within Zoho CRM. Here, you can select the desired site from the dropdown list. You will also be prompted to define a parent site.
   
   
3. Next, choose Yes or No to manage SharePoint libraries for specific modules of Zoho CRM records.
1. Yes - You can define settings to create folders in SharePoint for every deal and account of Zoho CRM and can manage files for those records from within the Zoho CRM.
2. No - You won't be able to access SharePoint libraries. You will be asked to define settings to access SharePoint libraries.
4. Next, you can create folders in the SharePoint libraries for records related to the Deals and Accounts modules of Zoho CRM, along with a path and unique folder names of your choice. The path is where you can define whether the new folder should be created within the associated contact, account, or the root folder.
1. Deals - Toggle ON if you need a separate folder for the Deals module. Select a Path and a Folder Name from the respective dropdown.
2. Accounts - Toggle ON if you require a separate folder for the Accounts module. The Path will be the root folder by default and cannot be altered. Select a Folder Name from the dropdown.
   
   
5. Click Next.
   In the following screen, you can configure the synchronization of contacts from SharePoint to Zoho CRM.

1. In the Contact Sync section of the Setup page, toggle ON to synchronize the contacts from SharePoint to Zoho CRM.
   By default, the Sync Type is One Way and the Sync Behavior is Sharepoint to Zoho CRM, as the extension supports only one-way synchronization.
2. In Sync Occurrence, set the sync to occur daily or weekly.
3. In CRM Module, choose whether you want the contacts to be mapped to the Leads or Contacts module.
4. Click Save.
   
   The data synchronization will happen in the extension based on these configurations. You can modify these settings anytime by accessing the icon in the SharePoint webtab.

Accessing SharePoint data from Zoho CRM

Based on the configuration setup, you can access the list of SharePoints' sites in the SharePoint webtab. Click on a specific site to get access to the respective site's libraries.

1. Upon selecting a particular site, you will be taken to its dashboard.
2. In the Home section, you will see statistical information displayed, like the number of files, number of pages, and the storage details of that particular site for the last seven days.
   
   
3. In the Documents section, all the files and folders available within that particular SharePoint site will be listed.
   
   
4. Click on a folder to access all the items within that folder.

Creating files/folders in SharePoint from Zoho CRM

1. Navigate to the SharePoint webtab.
2. Select the desired SharePoint site and choose the library in which you need to create files or folders.
3. Click the Create new button in the top-right corner and select File or Folder.
   
   
4. For folders, provide a name for the folder and click Save.
   A folder with the specified name will be created in the respective SharePoint site.
   
   
5. For files, choose files from your desktop or from Zoho CRM's Documents module and upload them to the specified folder. Click Save.
   The file will be added to the respective SharePoint site.
   
   

Note: You will see the breadcrumb bar, which you can use to navigate to any specific folder and create files or folders per your requirements.

Managing SharePoint documents from Zoho CRM

1. Select the SharePoint site and navigate to the desired document library in the left panel.
2. Upon selecting the library, the folders and files will be listed.
3. Hover over theicon under the Actions column of a particular file or folder to perform the required actions.

1. Select the desired file or folder.
   You can use the search option to find a file or folder from the available list.
2. Hover over theicon under the Actions column.
   
   
3. Select the Move to or Copy to option.
   You will see a list view where you can choose your destination folder.
4. Choose a destination folder and click the Move Here or Copy Here button, respectively, in the bottom-right corner.
   The contents of the source (folder) will be moved or copied to the chosen destination folder.
   
   
   
   

Note: Because you can only copy an item to a folder, the file items available in the list view will be grayed out to avoid those items being selected as the destination.

1. Select the desired file or folder.
   You can use the search option to find a file or folder from the available list.
2. Hover over theicon under the Actions column.
3. Select the Share option.
   
   
4. The Share with Sharepoint window will pop up with a default share option. You can click on the default option to change the sharing type. There are three share types:
1. People in the same organization with this link: Share to users in the same SharePoint organization.
2. People with existing access: Share the file or folder with users who already have access to a particular file/folder with specific permissions.
3. Specific user: Share a file/folder with a specific user.
   When you choose the "People with existing access" option, you will not have the Other settings option to enable edit permissions.
5. Click Apply.
   
   
6. In the Share with option, select Lead or Contact from the dropdown and use the lookup option to select a specific lead or contact.
   Click the Add more button to add more leads or contacts to the list. You can add a maximum of five members.
   
   
7. In Permissions, you can see the permissions you have set for the file or folder to be shared. You can even change to View or Edit from the dropdown list per your requirements.
8. In the Message field, add a message to the user.
9. Click Share.
   The file or folder will be shared with the chosen user(s), who will receive a notification email.

1. Preview: A preview of the file chosen from the SharePoint sites will be displayed.
2. Download: You can download the file to your local system upon clicking the download button.
3. Save to Zoho CRM: You can store the file in the Documents module of Zoho CRM.
   

Managing files and folders in related lists

1. Open a record in the Deals or Accounts modules.
2. Click on the SharePoint Files related list.
   All the files associated with that particular record in SharePoint will be listed.
3. The folder location in SharePoint will be displayed in the breadcrumb bar.
   
   
4. To add a new file, click Create File.
5. Choose files from your desktop or from Zoho CRM's Documents module and upload them to the specified folder. Click Save.
   The file will be added to the respective SharePoint site.
6. You can use the search option to find a file from the available list.

1. Open a record in the Contacts, Leads, or Vendors modules.
2. Click on the SharePoint Shared Files related list.
   All the files associated with that particular record in SharePoint will be listed.
3. You can use the search option to find a file or folder from the available list.
   
   
4. To share a new file, click Share.
5. In the pop-up, select files from the desired SharePoint sites.
6. Using the breadcrumb bar, you can navigate to any specific folder.
7. Select a folder or files within a folder and click Next.
   
   
8. In Permissions, set the permissions for the file or folder to be shared. Choose View or Edit from the dropdown list per your requirements.
9. In the Message field, add a message to the user.
10. Click Share.
    The file or folder will be shared with the chosen user, who will receive a notification email.

Uninstalling the extension

1. Navigate to Setup > Marketplace > All > Installed Extensions.
2. Find the SharePoint extension and click Uninstall.
3. Click OK to confirm.
   The extension will be uninstalled.