Consolidated Sync Logs for Zoho CRM
You can see the consolidated view of your sync history, showing the success and failure details of records synced between Zoho CRM and Zoho FSM.
- Sync log details are updated weekly.
- Data for the last six months can be viewed.
Permission Required: Administrator profile
How to View Sync Log Details
- Navigate to Setup > Integration > Zoho CRM.
- Within the Sync Log Details section, click Know More.
Understanding the Sync Details
- The sync logs are displayed in two tabs:
- Zoho CRM to Zoho FSM: Shows the sync details of data that is pulled from Zoho CRM to Zoho FSM
- Zoho FSM to Zoho CRM: Shows the sync details of data that is pushed to Zoho CRM from Zoho FSM.
- Sync Overview: Lists all sync logs.
- Click a Sync ID to view its detailed sync information.
- For failed records:
- Click the Failed Records count to download a CSV file containing details of each failed record.
- Records are also grouped by Failure Reason. Click the count for a specific reason to download its CSV file.
- You can view the details for the last six months. The main page displays the record counts for the last two months.
Sync Errors
Following are the errors that you will encounter while data is pulled from Zoho Invoice to Zoho FSM:
- The following mandatory field(s) were left empty:
This error occurs when records fetched from Zoho Invoice into Zoho FSM are missing values that are mandatory in Zoho FSM. For example, if a customer of type Individual is pulled from Zoho Invoice without a Last Name, then this error will occur. - Contact with this email-id is already associated with this company
This error occurs when a customer fetched from Zoho Invoice matches an existing contact in Zoho FSM with the same email and associated Company. For example, if a contact named James Bilkin in Zoho FSM has the email james@noemail.com and is linked to Acme Inc., attempting to pull a customer from Zoho Invoice with these same details will trigger this error. - Company cannot be changed for Contacts that are already synced with Zoho Finance
This error occurs when a contact in Zoho FSM, already associated with a company and synced with Zoho Finance, has its account changed from Zoho CRM. For example, if the contact Andrew Caine in Zoho FSM is linked to Acme Inc. and synced with Zoho Finance, attempting to change his associated account in Zoho CRM will cause the Zoho FSM–Zoho CRM sync to fail and trigger this error.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Consolidated Sync Logs for Zoho Books/Invoice
You can see the consolidated view of your sync history, showing the success and failure details of records synced between Zoho Books/Invoice and Zoho FSM. Sync log details are updated weekly. Data for the last six months can be viewed. Permission ...Zoho FSM Extension for Zoho CRM (Direct Data Sync)
Prerequisites - Standard edition or above of Zoho FSM - Standard edition or above of Zoho CRM - Zoho CRM is not integrated with a Zoho Finance Suite (Books/Invoice) org In Zoho FSM, navigate to Setup > Integration > Zoho CRM and click Integrate Zoho ...Zoho FSM Extension for Zoho CRM (Data Sync via Zoho Books/Invoice)
Prerequisites - Standard edition or above of Zoho FSM - Standard edition or above of Zoho CRM Install the Extension You can install Zoho FSM for Zoho CRM either from Zoho Marketplace or from Zoho CRM. To install the extension from your Zoho CRM ...Integrating Zoho FSM with Zoho CRM
Zoho FSM for Zoho CRM is a must-have extension for increasing collaboration between your sales and service teams. It can benefit the sales and service teams by providing them with a consolidated view of customers, enabling quicker and more efficient ...Two-Way Data Sync
Data can be automatically synced between Zoho FSM and Zoho Invoice/Books. Companies, Contacts, and Services And Parts records can be bidirectionally synced between Zoho FSM and Zoho Invoice/Books. - Permission Required: Billing Integration - Check ...
New to Zoho LandingPage?
Zoho LandingPage Resources