Overview

Why use this extension?

1. Eliminate manual work - Stop creating folders manually in IWpro every time a new account or deal is created in your CRM
   
2. Never lose track of documents - Every account and deal in your CRM is automatically paired with a structured folder in IWpro, so your team always knows exactly where to find the right file
   
3. Stay in your CRM - View and access all IWpro documents directly from Zoho CRM without switching applications
   
4. Keep metadata in sync - Deal information automatically flows to IWpro folder attributes in real time
   
5. Enterprise-grade security - OAuth-based authorization ensures your credentials and data stay protected
   

Glossary

1. CRM: Zoho CRM.
   
2. IWpro: FUJIFILM IWpro Document Management System.
   
3. Office: The highest organizational level in IWpro.
   
4. Cabinet: A high-level unit within an Office that contains Templates and Folders.
   
5. Drawer: A top-level container in IWpro, used to organize Folders.
   
6. Attribute Template: A predefined metadata structure in IWpro that defines which attributes apply to folders and documents.
   
7. Attribute Identifier: The unique system name of an attribute in IWpro; must match the Zoho CRM field's API name exactly.

Key Features

1. Automated Folder Creation:
   
1. When you create an account in Zoho CRM, a corresponding parent folder is automatically created in FUJIFILM IWpro
   
2. When you create a deal in Zoho CRM, a subfolder is automatically created under the associated Account's folder in FUJIFILM IWpro
   
2. Real-Time Document Access:
   
1. View FUJIFILM IWpro documents directly within Zoho CRM
   
3. Intelligent Attribute Mappings:
   
1. Zoho CRM Deal field values are automatically synced to IWpro as folder attributes.
   
4. Secure OAuth Integration:
   
1. Token-based authorization ensures data security
   

This integration supports one-way data synchronization from Zoho CRM to FUJIFILM IWpro. Changes made in IWpro are not synced back to Zoho CRM.

Prerequisites

1. Active FUJIFILM IWpro Account: You must have valid credentials (username and password)
   
2. Attribute Templates: Attribute templates must be pre-created in FUJIFILM IWpro and associated with the Cabinet you plan to use. For details, refer to the IWpro Documentation.
   
3. Attribute Configuration:
   
1. Create custom attributes in FUJIFILM IWpro
   
2. Attribute identifiers in FUJIFILM IWpro must exactly match the API name of the corresponding Zoho CRM field (not the display label).
   
3. Custom Attributes must be associated with the template you plan to use

How to find a field's API name

In Zoho CRM, navigate to Setup → Developer Space → APIs & SDKs and locate the field. The API name is the system identifier shown alongside each field.

Installation and Configuration

Installing the Extension

1. Log in to your Zoho CRM account with administrator privileges.
   
2. Navigate to Setup > Marketplace > All.
   
3. In the search bar, type "FUJIFILM IWpro Document for Zoho CRM".
   
4. Select the extension from the search results.
   
5. Click Install, review the Terms of Service for both Zoho Marketplace and the vendor, then click Install Now.
   
6. Click Confirm to complete the installation.

Connecting Zoho CRM with FUJIFILM IWpro

1. Open the FUJIFILM IWpro Document for Zoho CRM extension settings page.
   
2. Click the Connect button.
   
3. A small authentication popup window will open with the FUJIFILM IWpro login page.
   
4. Enter your FUJIFILM IWpro username and password.
   
5. Click Sign In.
   

1. The authentication popup window will close automatically.
   
2. You will be redirected to the extension settings configuration page in Zoho CRM.

Configuring Base Folder Path

1. Log in to your FUJIFILM IWpro (https://fbiwpro.fujifilm.com/) account 
   
2. Navigate to the Drawer or Folder you want to use as a base folder.
   
3. Click three-dot menu (⋮) under the operation column
   
4. Select View Basic Information and copy the URL
   
5. Paste the URL in the Base Folder Path field in Zoho CRM
   
6. Click Submit

Click the Help (?) icon next to the Submit button to view a visual guide for locating the Base Folder URL in FUJIFILM IWpro.

Once the Base Folder Path has been saved successfully:

1. The input field will become read-only (grayed out).
   
2. An Edit button will appear if you need to change it later.
   
3. The Attribute Template dropdown will load below automatically.

Selecting Attribute Template

1. After configuring the Base Folder Path, the Attribute Template dropdown will appear automatically.
   
2. Click the dropdown to view the list of available templates
   
3. Select the appropriate template that contains the attributes you want to use.

1. Each cabinet can have multiple templates
   
2. Each template contains multiple attributes

Configuring CRM Deals Field Mapping

1. Review the list of available deal module fields.
   
2. Check the boxes for fields you want to map (maximum 50 fields).
3. Click Save to complete the configuration.
   

1. Exact Match Required: Attribute identifiers in FUJIFILM IWpro must exactly match Zoho CRM API names (case-sensitive)
   
2. Template Association: All mapped attributes must be associated with the selected template in FUJIFILM IWpro
   
3. Data Type Compatibility: Data types must match between FUJIFILM IWpro and Zoho CRM (See Data Type Mapping below)
   

1. Field Mismatch
   
1. If a user selects a Zoho CRM Deal field that is not created or mapped in FUJIFILM IWpro, an alert message will be displayed.
   
2. Data Type Mismatch
   
1. If a user selects a Zoho CRM Deal field that exists in FUJIFILM IWpro but the data types do not match, an alert message will be displayed (see Data Type Mapping below).
   

Data Type Mapping

Warning 1: For Long Integer fields, FUJIFILM supports a maximum of 15 digits. If a Long Integer value in CRM exceeds 15 digits, only the first 15 digits will be synced to FUJIFILM. Please ensure Long Integer values do not exceed 15 digits to avoid data truncation.

Warning 2: Zoho CRM Date fields are stored as Date-Time values in UTC in FUJIFILM IWpro. The displayed date is automatically adjusted based on the user's browser timezone

1. The Template ID is not associated with the selected Folder (Cabinet)
   
1. Fix: In IWpro, verify the template is assigned to the Cabinet that contains your base folder.
2. The attribute identifier does not exist in FUJIFILM IWpro
   
1. Fix: Verify that the attribute exists in the IWpro template and that its name exactly matches the CRM field API name (case-sensitive).
3. The attribute is not associated with the given template
   
1. Fix: Add the missing attribute to your selected template in IWpro.
4. The data type in FUJIFILM IWpro does not match the CRM field type
   
1. Fix: Refer to the Data Type Mapping table and update either the CRM field type or the IWpro attribute type to match.

How It Works - Automated Folder Creation

Account Folder Creation

1. Creates a folder in FUJIFILM IWpro under the Base Folder Path
   
2. Names the folder using the Account Name
   
3. Stores the FUJIFILM Folder ID in the Account record's custom field
   

Warning 1: Ensure the “Name” field is included in the default template. Without it, Account and Deal folders cannot be created.

Warning 2: The extension automatically creates a custom field called "FUJIFILM Folder ID" in both the Accounts and Deals modules during installation. No manual field creation is required.

Deal Subfolder Creation

1. Creates a subfolder under the associated Account's folder (if the Account folder doesn't exist, it is created first)
   
2. Names the folder using the Deal Name
   
3. Syncs mapped CRM field values to the folder as attributes
   
4. Stores the FUJIFILM Folder ID in the Deal record's custom field

When mapped Deal fields are modified in Zoho CRM, the extension updates the related attribute values in the corresponding FUJIFILM IWpro Deal folder.

Viewing FUJIFILM Documents in Zoho CRM

1. Open any account or deal record in Zoho CRM
   
2. Scroll to the Related Lists section
   
3. Find the FUJIFILM IWpro Documents related list

1. Click on any file name to open the document directly in FUJIFILM IWpro (opens in a new tab)
   
2. Click on any folder name to navigate to that folder in FUJIFILM IWpro

1. Message displayed: "Folder not created in FUJIFILM"
   
2. Action: Create the Account or Deal in CRM, and the folder will be auto-created

1. Message displayed: "No folders or files are uploaded"
   
2. Action: Upload documents to the folder in FUJIFILM IWpro, and they will appear here
   

Opening FUJIFILM IWpro from Zoho CRM

1. Click the Open IWpro button on an account or deal record.
   
2. The corresponding FUJIFILM IWpro folder will open in a new browser tab.
   
3. You will be taken directly to the relevant account or deal folder in FUJIFILM IWpro.

The Open IWpro button will only work if the account or deal folder has already been created in FUJIFILM IWpro. If the folder does not exist yet, please use the Sync IWpro Folder button to create it first.

Syncing Existing Records to FUJIFILM IWpro

1. Click the Sync IWpro Folder button on an Account record.
   
2. If the account folder does not exist in FUJIFILM IWpro, the system will create a new folder under the configured parent folder.
   
3. If the account folder already exists, no duplicate folder will be created

1. Click the Sync IWpro Folder button on a deal record.
   
2. If the Deal folder does not exist in FUJIFILM IWpro, the system will create a new Deal subfolder under the corresponding Account folder and sync the mapped field values to IWpro according to your configuration.
   
3. If the Deal folder already exists in FUJIFILM IWpro, the system will skip folder creation and only perform a field mapping update to sync the latest CRM data to FUJIFILM IWpro.

Revoking the FUJIFILM IWpro Connection

1. Click the Revoke Connection button in the FUJIFILM IWpro Documents section.
   
2. A confirmation popup will appear. Click Yes, Revoke to remove the authentication.

1. The connection with FUJIFILM IWpro will be removed.
   
2. To use the extension again, you must re-authorize the connection.

After the connection is revoked:

•  When new accounts or deals are created in Zoho CRM, folders will not be created in FUJIFILM IWpro.

•  The FUJIFILM IWpro Documents related list will not be visible inside CRM records.

•  All FUJIFILM IWpro document buttons and actions will stop working.

To enable these features again, you must re-authorize the FUJIFILM IWpro connection.

Troubleshooting & FAQ

1. When an Account name is updated in Zoho CRM, the corresponding folder in FUJIFILM IWpro is automatically renamed.
   
2. This ensures the folder name stays synchronized between Zoho CRM and FUJIFILM IWpro.

1. If a deal or account is deleted in Zoho CRM, the corresponding folder in FUJIFILM IWpro is not deleted automatically.
   
2. Folders remain in IWpro and must be manually removed within FUJIFILM IWpro if they are no longer required.

1. If a Deal is reassigned to a different Account in Zoho CRM, the existing Deal folder in FUJIFILM IWpro remains under the original Account's folder.
   
2. The system does not automatically move the folder to the new Account's folder structure. If needed, users can manually reorganize folders within IWpro.

1. The extension supports one FUJIFILM IWpro connection per Zoho CRM organization.
   
2. All users within the organization will use the same configured IWpro connection.

1. Zoho CRM allows duplicate Account names, and the extension follows the same behavior.
   
2. If multiple Accounts share the same name, separate folders will be created in FUJIFILM IWpro with the same folder name.

1. Folders are not created automatically for existing Accounts or Deals when the extension is installed.
   
2. To create folders for existing records, use the Sync IWpro Folder button on the Account or Deal record page.

Uninstallation

1. Navigate to Setup > Marketplace > All > Installed in Zoho CRM.
   
2. Locate FUJIFILM IWpro Document for Zoho CRM.
   
3. Click the Uninstall button.
   
4. A confirmation dialog will appear. Click OK to confirm

• Folders and documents in FUJIFILM IWpro will not be deleted. All data remains intact and accessible in FUJIFILM.

• Uninstalling removes the integration link between CRM and FUJIFILM IWpro. After reinstallation, the previous link will not be automatically restored.

• Configuration settings (Base Folder Path, Template, Field Mappings) will need to be reconfigured after reinstallation.