You can install the uSonar extension either from Zoho Marketplace or from within your Zoho CRM account as follows:

1. Go to Setup > Marketplace > All. All the installed extensions will be listed.

2. Under All Extensions, browse for and click uSonar. The details about the extension will be available.

3. Click Install.
   

4. Agree to the terms of service and click Install, as shown in the picture below.
   
   
   
   

5. Choose one of the following options, then click Confirm
   

1. Install for admins only- The extension will only be installed in CRM for users with the administrator profile.
   

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.
   

            

uSonar configuration

Once installed, uSonar extension has to be configured with three specific CID numbers. These are namely the Information linkage CID, Search API CID, and Update API CID, as shown below.

.

Configuration  

To begin using the uSonar extension, users must complete the configuration by setting up all three required sections and then clicking the Save button. This setup can be accessed from the Settings page within the extension.

The Settings page includes the following sections:

1. Module Fields Configuration

2. Synchronization

3. Additional Configuration

1. Module Fields Configuration   

This section allows users to configure fields for the Leads and Accounts modules.

 Steps to Configure:   

1. Click the Configure now to access the configuration page.

2. Click the Activate button to enable the configuration.

3. Configure the following:

• Criteria Mapping

• Field Mapping

 Criteria Mapping   

 Field Mapping   

Field Mapping Specifications:

When mapping uSonar fields to Zoho CRM, ensure that the data type and size constraints of the Zoho CRM fields are met. Below is a list of available uSonar fields along with their respective data types and size limits:

2. Synchronization   

If the scheduler is enabled, the system will automatically update information in Zoho CRM whenever changes are made in uSonar. For example, if Company A has already been synced to Zoho CRM and certain fields are later updated in uSonar, the scheduler will detect these changes and sync the updated data to Zoho CRM automatically.

• Only active and configured modules (Leads and/or Accounts) will be included in this scheduler.

• Users can view the Status and Last Sync Time for reference.

• Administrators also have the option to manually sync the latest company data by clicking Sync Now, which updates previously synced records with the most recent information from uSonar.

 3. Additional Configuration   

• Admin users can set their preference for retrieving company details based on either the Official Name or Abbreviation of the company.
  

 uSonar Widget 

 1. Accessing the Widget   

• After configuring the settings, users can access the uSonar widget within the Leads and Accounts modules.

• The widget is available on the View Record page.

• A uSonar button is displayed in the top-right corner of the record view.

• Clicking this button allows users to fetch company details from the uSonar database.

 2. Fetching Company Data 

• A pop-up displays search results, categorized as: Head Office, Branch Office, and Unknown Head Office.

• Each entry includes: Business Name, Company Name, Industry, Address, and Zip code.

• Select the appropriate company from the list and click Update to sync its details with the current Zoho CRM record.

• If the desired company is not listed, users can use the search bar to find and link the correct company.

Once a record has been synced, users can:

1. Fetch the latest data using the Sync Now button.
   
2. Remove synced data from the record if needed.

In Version 10, we have introduced major improvements to field mapping functionality. Previously, fields were automatically created and mapped by the extension. With this update, users now have the flexibility to manually map fields based on their specific needs.

For customers upgrading from Version 9, previously configured fields will remain accessible and are automatically mapped in the settings. To retain these fields, users must activate them and click the Done button. Alternatively, field mappings can be updated to align with current requirements.

If you need to migrate data from existing fields to newly configured ones, please follow the steps outlined below.

1. Export Existing Data

• Export your data along with the Record ID & LBC ID to ensure a smooth transition.

• Refer to this guide for detailed export steps.

2. Modify the Exported File

• Add a new column named "uSonar Data Synced" and set all values to "true" to indicate synced records.

3. Old Configured Fields Deletion (Optional)

• If you no longer need the previously configured fields (created via the extension), please uninstall and reinstall the extension. This will remove all the old fields created by the extension.

4. Import Data to a Module

• Use the Record ID for updating existing records.

• Map old fields to the new fields as required.
  

• Follow this guide for detailed import instructions.