uSonar for Zoho CRM

uSonar for Zoho CRM

Alert
This integration is supported for users in the US and JP DCs.
Scope
Synchronize and update company details for Zoho CRM Accounts & Leads module.

Install the uSonar extension

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.


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Info
Key Terms


LBC ID: A unique ID used to automatically fetch customer data, directly from uSonar's records.


Company ID (CID): A unique ID used by uSonar, to recognize who is accessing their data.



Overview
The uSonar for Zoho CRM integration enhances your CRM experience by enabling seamless synchronization of company data. Leveraging uSonar’s extensive database, users can retrieve over 80 unique company details directly into the Leads and Accounts modules. With just a single click, multiple fields are accurately updated, significantly reducing the need for manual data entry and ensuring data consistency across your CRM. Additionally, the automated scheduler keeps your records up to date with the latest available data, ensuring your sales and marketing teams always have the most current insights.

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   

In this section, users can define which specific field should be used as the primary search key to retrieve company details from uSonar. This setting determines how the system queries uSonar to match and fetch relevant company data during the integration process.

  1. Company Name and Address are mandatory fields.
  2. Phone Number and Website fields are optional and can be configured as needed.

 Field Mapping   

The left section of the interface displays the available uSonar fields, while the right section allows users to map these fields to the corresponding fields in the selected Zoho CRM module. Users must ensure that each field is correctly mapped to facilitate accurate data transfer between uSonar and Zoho CRM. In the CRM section, only fields with specific data types and sizes are available for each uSonar field, as outlined in the section below. Once the necessary configurations are complete, click Done to configure the settings.

Note: 

  1. The same configuration steps apply to both Leads and Accounts modules.
  2. In field mapping, data from uSonar will overwrite the corresponding fields in Zoho CRM. If a uSonar field is blank but the mapped CRM field contains a value, that value will be overwritten with a blank during integration process.

           

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:

uSonar FieldCRM Field - Data TypeCRM Field - Min. Size
Listed Status flagSingle Line, Multi Line, Pick List2
GradeSingle Line, Multi Line, Pick List2
Prefecture CodeSingle Line, Multi Line, Pick List2
Employee Count Details Range CodeSingle Line, Multi Line, Pick List2
Revenue Details Range CodeSingle Line, Multi Line, Pick List2
Net Profit Detail Range CodeSingle Line, Multi Line, Pick List2
Industry Major Classification Code 1Single Line, Multi Line, Pick List2
Industry Middle Classification Code 1Single Line, Multi Line, Pick List2
Industry Major Classification Code 2Single Line, Multi Line, Pick List2
Industry Middle Classification Code 2Single Line, Multi Line, Pick List2
Industry Major Classification Code 3Single Line, Multi Line, Pick List2
Industry Middle Classification Code 3Single Line, Multi Line, Pick List2
Securities CodeSingle Line, Multi Line, Pick List5
City CodeSingle Line, Multi Line, Pick List5
Industry Code 1Single Line, Multi Line, Pick List5
Industry Code 2Single Line, Multi Line, Pick List5
Industry Code 3Single Line, Multi Line, Pick List5
Industry Minor Classification Code 1Single Line, Multi Line, Pick List5
Industry Minor Classification Code 2Single Line, Multi Line, Pick List5
Industry Minor Classification Code 3Single Line, Multi Line, Pick List5
Date of bankruptcySingle Line, Multi Line, Pick List8
Post CodeSingle Line, Multi Line, Pick List8
Established Year (month)Single Line, Multi Line, Pick List8
Current Fiscal YearSingle Line, Multi Line, Pick List8
Phone Number Call Checked DateSingle Line, Multi Line, Pick List8
Survey DateSingle Line, Multi Line, Pick List8
LBC Head Office IDSingle Line, Multi Line, Pick List15
LBC Parent Company IDSingle Line, Multi Line, Pick List15
LBC Top Affiliated Office IDSingle Line, Multi Line, Pick List15
LBC Merger Company IDSingle Line, Multi Line, Pick List15
Corporate NumberSingle Line, Multi Line, Pick List15
Integration keySingle Line, Multi Line, Pick List15
Capital (thousand yen)Single Line, Multi Line, Pick List20
Current Period Sales Revenue (thousand yen)Single Line, Multi Line, Pick List20
Previous Period Sales Revenue (thousand yen)Single Line, Multi Line, Pick List20
Sales Revenue from Two Periods Ago (thousand yen)Single Line, Multi Line, Pick List20
Employee Count Details Range NameSingle Line, Multi Line, Pick List50
Revenue Details Range NameSingle Line, Multi Line, Pick List50
Net Profit Detail Range NameSingle Line, Multi Line, Pick List50
Listed Status nameSingle Line, Multi Line, Pick List96
Company Status NameSingle Line, Multi Line, Pick List96
Office Status NameSingle Line, Multi Line, Pick List96
Industry Name 1Single Line, Multi Line, Pick List96
Industry Name 2Single Line, Multi Line, Pick List96
Industry Name 3Single Line, Multi Line, Pick List96
Company Classification NameSingle Line, Multi Line, Pick List96
Industry Major Classification Name 1Single Line, Multi Line, Pick List96
Industry Middle Classification Name 1Single Line, Multi Line, Pick List96
Industry Minor Classification Name 1Single Line, Multi Line, Pick List96
Industry Major Classification Name 2Single Line, Multi Line, Pick List96
Industry Middle Classification Name 2Single Line, Multi Line, Pick List96
Industry Minor Classification Name 2Single Line, Multi Line, Pick List96
Industry Major Classification Name 3Single Line, Multi Line, Pick List96
Industry Middle Classification Name 3Single Line, Multi Line, Pick List96
Industry Minor Classification Name 3Single Line, Multi Line, Pick List96
LBC Parent Company NameSingle Line, Multi Line255
LBC Top Affiliated Office ID NameSingle Line, Multi Line255
Merger Company NameSingle Line, Multi Line255
Company NameSingle Line, Multi Line255
Company Name KanaSingle Line, Multi Line255
Office NameSingle Line, Multi Line255
Prefecture NameSingle Line, Multi Line255
City/ward/town/village nameSingle Line, Multi Line255
Town/district nameSingle Line, Multi Line255
Block numberSingle Line, Multi Line255
Street numberSingle Line, Multi Line255
Building Name/Room numberSingle Line, Multi Line255
Representative PositionSingle Line, Multi Line255
Representative NameSingle Line, Multi Line255
URLSingle Line, Multi Line, Website255
Web TagMulti Line32000
StoryMulti Line32000
Best IndustryMulti Line32000
Intent SignalMulti Line32000
Telephone NumberSingle Line, Multi Line, Phone15
Fax numberSingle Line, Multi Line, Phone15
Number of establishmentsInteger, Bigint, Single Line, Multi Line, Pick List6
Company Status FlagInteger, Bigint, Single Line, Multi Line, Pick List2
Office Status FlagInteger, Bigint, Single Line, Multi Line, Pick List2
Phone Number Call Checked FlagInteger, Bigint, Single Line, Multi Line, Pick List2
FAX Number Call Checked FlagInteger, Bigint, Single Line, Multi Line, Pick List2
Foreign Affiliated flagInteger, Bigint, Single Line, Multi Line, Pick List2
 LBC Match Result Single Line, Multi Line, Pick List 2
 LBC Match Div Single Line, Multi Line, Pick List 2
 LBC Temporary Flag Single Line, Multi Line, Pick List 2
 Attention Code Single Line, Multi Line, Pick List 2
 Attention Name Single Line, Multi Line 255
 Company Score Single Line, Multi Line 255
 Company Score Range Single Line, Multi Line, Pick List 2
 Company Score Range Name Single Line, Multi Line, Pick List 50


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.

 

            


3. Syncing and Managing Data   

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.

      


Field Mapping Enhancement in Version 10    (Optional)

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.

  1. Modify the Exported File

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

  2. 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.

  3. 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.


Uninstalling the extension
To uninstall the extension: 

  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Under All Extensions, you can view all the extensions supported in your CRM.

  2. Browse for uSonar and click the corresponding Uninstall link.

  3. Click Ok to confirm and uninstall the extension.