Prerequisites

- Standard edition of Zoho FSM

- Express and Premier editions of Bigin

1. Access and generate records for Zoho FSM modules within Bigin
   
2. Generate records for Zoho FSM modules within Pipelines (Deals)
   
1. Create Pipelines (Deals) in Bigin using Zoho FSM data
   
3. Data sync between Bigin and Zoho FSM enabled via the Zoho Books/Invoice integration

Install the Topping

1. Navigate to Settings > Toppings.
   

2. Under the Marketplace tab, search for Zoho FSM for Bigin.
   

3. Click Install.
   
   
   

4. Select the checkboxes for terms and conditions and click Install.
   
   
   

5. Select the checkboxes for terms and conditions and click Continue.
   
   
   
   
6. To provide access to this topping to users in your Bigin account, choose one of the following and click Confirm:
   
1. Install for admins only: The topping will be enabled only for the users with the default Administrator profile.
   
2. Install for all users: The topping will be enabled for all users.
   
3. Choose profiles: When you choose this option, you will be asked to select profiles. The topping will be enabled for all the users in the selected profiles.
   
   
   
   
7. Click Authorize.
   Ensure that your Zoho account is confirmed.
   
   
   
   
8. Click Accept to allow access to Zoho FSM and Bigin data.
   
   
   
   
9. Click Settings.
   
   
   
   
10. Click Integrate.
    Refer to this page to learn about the possible errors you may encounter during the installation process and how to resolve them.
    
    
    
    If the Zoho Books/Invoice organization integrated with Zoho FSM is not integrated with Bigin, then you cannot proceed with the integration (see the screenshot below). Refer to this section on how to integrate Zoho Books/Invoice with Bigin.
    
    
    

The topping is installed.

Manage Field and Conversion Mapping 

1. In Bigin, navigate to Settings > Toppings > Marketplace. Click the Installed tab, and click Settings for Zoho FSM for Bigin.
   
   
   
   
2. Under Field Mapping, click on Bigin - Zoho Books/Invoice to manage the field mappings used for the Bigin-Zoho Books/Invoice integration. Similarly, click on Zoho Books/Invoice - Zoho FSM to manage the field mappings used for the Zoho FSM-Zoho Books/Invoice integration.
   
   
   
   When you click on Bigin - Zoho Books/Invoice, the user will be taken to the topping details page for Zoho Books/Invoice. Under Configure modules to be synced, click Edit for the module whose field mappings you want to change.
   
   
   
   Similarly, when you click on Zoho Books/Invoice - Zoho FSM, the user will be taken to Setup > Billing > Billing Setup > Sync Setting in Zoho FSM. Click Configure for the Field Mapping you want to manage.
   
   
   

1. In Bigin, navigate to Settings > Toppings > Marketplace. Click the Installed tab, and click Settings for Zoho FSM for Bigin.
   
   
   
   
2. Under Conversion Field Mapping, click Configure for the conversion field mapping you want to manage.
   
   
   
   
3. Map the fields from the Bigin modules to Zoho FSM modules that you want to get copied during conversion and click Save.
   
   
   

Integrating Zoho Books/Invoice with Bigin

1. In your Bigin account, navigate to Settings > Built by Bigin click Setup Now for Zoho Books/Invoice.
   
   
   
   
2. Select the Zoho Books/Invoice Org associated with your Zoho FSM account and click Save.
   
   
   
   You can find the details about the Zoho Finance (Zoho Books/Invoice) Org associated with your Zoho FSM account at Setup > Billing > Billing Setup.
   
   

Set Sync Settings between Bigin's Companies/Contacts and Zoho Books/Invoice Customers

1. Click Configure for Contact & Contact Persons.
   
   
   
   
2. Based on the sync type between Zoho FSM and Zoho Books/Invoice, select the values for Which modules need to be synchronized with Zoho Books/Invoice Customer? Refer to the table below for details:
   
   
   

   Sync Type between Zoho FSM and Zoho Books/Invoice	Which modules need to be synchronized with Zoho Books/Invoice Customer
   Type I	Accounts
   Type II	Contacts
   Type III	Accounts & their Contacts
   Type IV*	Accounts & their Contacts Include contacts which are not associated to any accounts.

   *During Zoho FSM onboarding, if you are integrating with an existing Books/Invoice organization, the sync type chosen for your FSM-Books/Invoice integration will be the same as the sync type in Bigin-Books/Invoice integration. Else, if you are creating a new Invoice organization, the default sync type will be Type IV.
   
   
   
   To find out the sync type used between Zoho FSM and Zoho Books/Invoice, in Zoho FSM, navigate to Setup > Billing > Billing Setup and click the Sync Setting tab. You can find the sync type listed under Module Mapping > Customer.
   
   
   
   
   
   
   
3. For Which records need to be synchronized?, select the type of records you want synced.
   
4. Choose how to handle duplicate records.
5. Under Map Fields, select the Zoho Books/Invoice and Bigin fields whose values you want synchronized.
   
6. Click Save.
   
   
   

Set Sync Settings between Bigin's Products and Zoho Books/Invoice Items

1. Click Configure for Items.
   
   
   
   
2. For Which records need to be synchronized?, select the type of records you want synced.
3. Choose how to handle duplicate records.
4. Under Map Fields, select the Zoho Books/Invoice and Bigin fields whose values you want synchronized.
   
5. Click Save.
   
   
   

1. To modify the sync settings at any time click Edit and makes the necessary changes.
   
   
   

Using the Topping 

1. Access and generate records for Zoho FSM modules within Bigin
   
2. Generate records for Zoho FSM modules within Pipelines (Deals)
   
1. Create Pipelines (Deals) in Bigin using Zoho FSM data
   
3. Data sync between Bigin and Zoho FSM enabled via the Zoho Books/Invoice integration

Access and generate records for Zoho FSM modules within Bigin 

1. From the Company, and Contact records in Bigin, you can create records for Zoho FSM Requests, Estimates, Work Orders, and Service Appointments. Within each Company, and Contact record in Bigin, you can view all the Zoho FSM Requests, Estimates, Work Orders, Service Appointments, and Assets associated with them.
   
2. From the Product record in Bigin, you can create records for Zoho FSM Assets. Within each Product record in Bigin, you can view all the Zoho FSM Assets associated with them.

1. From Companies/Contacts, select a record and click Zoho FSM.
   
   
   
   
2. Click the Create dropdown button and select the module whose record you want to create.
   
   
   
   
3. In the Create <Record> page, enter the necessary details and click Save.
   
   
   

Generate records for Zoho FSM modules within Pipelines (Deals)  

1. From the Pipeline (Deal) record in Bigin, you can create records for Zoho FSM Requests, Estimates, and Work Orders. Within each Pipeline (Deal) record in Bigin, you can view all the Zoho FSM Requests, Estimates, and Work Orders associated with it.
   
2. When a Zoho FSM Requests created for a Pipeline (Deal) is converted to an Estimate, the newly created Estimate too will be listed under the respective Pipeline (Deal).

1. From Pipelines (Deals), select a record and click Zoho FSM.
   
   
   
   
2. Click the Create dropdown button and select the module whose record you want to create.
   
   
   
   
3. In the Create <Record> page, enter the necessary details and click Save.
   
   
   

You can also see these records under the Zoho FSM tab.

Create Pipelines (Deals) in Bigin using Zoho FSM data 

Data sync between Bigin and Zoho FSM

1. The data sync between Bigin and Zoho FSM will happen between the following modules:
   

1. Using the sync between Zoho Books/Invoice-Zoho FSM and Zoho Books/Invoice-Bigin, the Bigin-FSM data will be synced as follows:
   

1.  For the data sync between Zoho FSM and Bigin to function, certain field mappings are required.
   
2. The sync between Zoho FSM or Zoho Books/Invoice happens every three hours unless manual sync is performed. The sync between Bigin or Zoho Books/Invoice happens every two hours unless manual sync is performed.
   
3. In case if the sync hasn't occurred/enabled, then you can manually sync the Bigin Companies, Contacts, and Products with Zoho FSM records.
   
4. While creating Zoho FSM records from Bigin, it will be indicated if some of the details in the Bigin record (Company, Contact, or Product) have not yet been synced with Zoho FSM. When you click Sync & Continue, the records will be synced with Zoho FSM and you can proceed creating the record.
   
   
   

Uninstall Topping

1. Navigate to Settings > Toppings > Marketplace.
   
2. Click the Installed tab, and click Uninstall for Zoho FSM for Bigin.
   
3. Click Ok in the confirmation message.

FAQs

Where can we find the audit logs for the data sync between Bigin and Zoho FSM?

Since the data sync between Bigin and Zoho FSM happens via Zoho Books/Invoice, the details of the record sync between Bigin and Zoho FSM can be inferred from the audit logs for Zoho FSM-Zoho Books/Invoice integration.

How do you determine that a record has been synced?

When a record is synced between Zoho FSM and Bigin, there will be a link to access the associated record in the other application. In the left panel of a Zoho FSM record, click View Record in Bigin in the Bigin Info section to navigate to the associated record in Bigin.



In Bigin, select a record and click Zoho FSM. Click View Records in FSM to navigate to the associated record in Zoho FSM.

You can also navigate to the associated record from the Zoho FSM related list.

How to resolve sync issues?

Since the data sync between Bigin and Zoho FSM happens via Zoho Books/Invoice, the reason for the sync failure between a Zoho FSM and Bigin record will be the same as the reason for the sync failure between a Zoho FSM and Zoho Books/Invoice record. You can find the reason for the sync failure between a Zoho FSM and Zoho Books/Invoice record under the Books/Invoice Info section in the left panel of a Zoho FSM record. Based on the error listed, you can make the necessary changes and once rectified the records will be synced the next time.



For example, one of the reasons for the sync failure is Missing Mandatory Field Value. For example, if SKU is mandatory in Zoho Books/Invoice and if you don't provide a value for SKU in Zoho FSM, then error will occur during Zoho FSM Services And Parts and Bigin's Products.

What is the sync frequency of the records?

The sync between Zoho FSM or Zoho Books/Invoice happens every three hours unless manual sync is performed. The sync between Bigin or Zoho Books/Invoice happens every two hours unless manual sync is performed.

What is the cost for Zoho FSM to be added to Bigin?

The topping Zoho FSM for Bigin is free of cost. However, in order to use it, you must have paid subscriptions for both Bigin and Zoho FSM.