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
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 account:
- Navigate to Setup > Marketplace > All.
- Under the All Extensions tab, search for Zoho FSM for Zoho CRM and click it.
- Click Install.
- Select the checkboxes for terms and conditions and click Install.
- Select the checkboxes for terms and conditions and click Continue to Install.
- To provide access to this extension to users in your Zoho CRM account, choose one of the following and click Confirm:
- Install for admins only: The extension will be enabled only for the users with the default Administrator profile.
- Install for all users: The extension will be enabled for all users.
- Choose profiles: When you choose this option, you will be asked to select profiles. The extension will be enabled for all the users in the selected profiles.
- Click Integrate.
Refer to this page to learn about the possible errors you may encounter during the installation process and how to resolve them.
The extension is installed.
Once the extension is installed, certain field and conversion mappings need to be set. It will be indicated that the data sync will happen directly between Zoho FSM and Zoho CRM.
Manage Field Mappings And Preferences
Certain field mappings are required for the data sync between Zoho FSM and Zoho CRM. These field mappings will determine the field values that get synced between Zoho FSM and Zoho CRM. To manage these mappings, do the following:
- In Zoho CRM, navigate to Setup > Marketplace > All. Click the Installed tab, and click Configure for Zoho FSM.
- Map the fields of Zoho FSM Contacts to Zoho CRM Contacts and click Next.
For Which records need to be synchronized?, select the type (view) of Zoho CRM Contacts you want synced with Zoho FSM Contacts. - Map the fields of Zoho FSM Companies to Zoho CRM Accounts and click Next.
For Which records need to be synchronized?, select the type (view) of Zoho CRM Accounts you want synced with Zoho FSM Companies. - Choose how you want to handle duplicate records and record deletion and click Save & Next.
Restricting Usage of PII Data
Based on the PII settings in Zoho CRM and Zoho FSM, the PII data will be excluded from data sync.
To restrict the PII data in Zoho CRM from being synced with Zoho FSM, establish the following setting:
- Navigate to Setup > Security Control > Compliance Settings and select the GDPR Compliance tab.
- Under Preferences, select the necessary modules and enable the control Restrict Data Transfer to Zoho Apps.
Select Normal/Sensitive data as per your preference. - Click Save.
To restrict the PII data in Zoho FSM from being synced with Zoho CRM, establish the following setting:
- Navigate to Setup > Developer Space > APIs and disable the control PII (Personally Identifiable Information) data access using APIs.
Handling Duplicate Records
Immediately after the extension is installed, an initial data sync occurs between Zoho FSM and Zoho CRM. You can choose whether the duplicate records should be cloned or overwritten during this sync.
- If you choose Clone Records, duplicate records will be replicated in Zoho CRM and Zoho FSM.
- If you choose Overwrite Records, then details of the identical records will be overwritten based on the following Zoho CRM details:
Contact : Email
Account : Company Name
If values are present in Zoho CRM and Zoho FSM records, then the value in the Zoho CRM record will be considered for overwriting, else the value in the Zoho FSM record will be used.
Handling Record Deletion
You can set the preferences for handling record deletion. You can define these preferences for the Zoho FSM and Zoho CRM records.
Use What should I do if a record in Zoho FSM gets deleted? to set the preferences for handling record deletion in Zoho FSM. There are two options available:
- Delete in Zoho CRM: If this option is chosen, then the associated record in Zoho CRM will be deleted when a record is deleted in Zoho FSM.
- Don't delete in Zoho CRM: If this option is chosen, then the associated record in Zoho CRM won't be involved in subsequent syncs till a manual sync is performed or automatic sync happens while editing the record.
Use What should I do if a record in Zoho CRM gets deleted? to set the preferences for handling record deletion in Zoho CRM. There are two options available:
- Delete in Zoho FSM: If this option is chosen, then the associated record in Zoho FSM will be deleted when a record is deleted in Zoho CRM.
- Don't delete in Zoho FSM: If this option is chosen, then the associated record in Zoho FSM won't be involved in subsequent syncs till an automatic sync happens while editing the record.
Manage Conversion Mapping
While creating records for Zoho FSM modules within Deals, and Sales Orders in Zoho CRM, some of the details are prefilled in the Create forms. There are field mappings that determine which field values get copied from the Zoho FSM modules to the Zoho CRM modules. To manage these mappings, do the following:
- In Zoho CRM, navigate to Setup > Marketplace > All. Click the Installed tab, and click Configure for Zoho FSM.
- Under Conversion Field Mapping, click Configure for the conversion field mapping you want to manage.
- Map the fields from Zoho CRM modules to Zoho FSM modules that you want to get copied during conversion and click Save.
Using the Extension
The following can be achieved using the extension:
- Access and generate records for Zoho FSM modules within Zoho CRM
- Generate records for Zoho FSM modules within Deals, and Sales Orders
- Create Deals, and Sales Orders in Zoho CRM using Zoho FSM data
- Data sync between Zoho CRM and Zoho FSM
Access and generate records for Zoho FSM modules within Zoho CRM
- From the Account, and Contact records in Zoho CRM, you can create records for Zoho FSM Requests, Estimates, and Work Orders. Within each Account, and Contact record in Zoho CRM, you can view all the Zoho FSM Requests, Estimates, Work Orders, Service Appointments and Assets associated with them.
- From the Product record in Zoho CRM, you can create records for Zoho FSM Assets. Within each Product record in Zoho CRM, you can view all the Zoho FSM Assets associated with them.
To generate records for Zoho FSM modules from Accounts/Contacts in Zoho CRM:
- From Accounts/Contacts, select a record and click Zoho FSM.
- Click the Create dropdown button and select the module whose record you want to create.
- In the Create <Record> page, enter the necessary details and click Save.
The created record will be listed here. Click on the record name to navigate to the record in Zoho FSM.
You can also see these records in the Zoho FSM related list. Apart from the records created from Zoho CRM, you can view all the Requests, Estimates, Work Orders, Service Appointments and Assets associated with the Account/Contact.
Generate records for Zoho FSM modules within Deals, and Sales Orders
- From the Sales Order record in Zoho CRM, you can create records for Zoho FSM Assets, Requests, Estimates, and Work Orders. Within each Sales Order record in Zoho CRM, you can view all the Zoho FSM Assets, Requests, Estimates, and Work Orders associated with it.
- From the Deal record in Zoho CRM, you can create records for Zoho FSM Requests, Estimates, and Work Orders. Within each Deal record in Zoho CRM, you can view all the Zoho FSM Requests, Estimates, and Work Orders associated with it.
- You can link an existing Zoho FSM Request, Estimate, or Work Order to a Sales Order or Deal. You can link a Zoho FSM Request, Estimate, or Work Order to only a single Sales Order or Deal.
- When the Zoho FSM Requests created for a Sales Order or Deal is converted to an Estimate, the newly created Estimate too will be listed under the respective Sales Order or Deal.
To generate records for Zoho FSM modules from Sales Orders/Deals in Zoho CRM:
- From Sales Orders/Deals, select a record and click Zoho FSM.
- Click the Create dropdown button and select the module whose record you want to create.
- In the Create <Record> page, enter the necessary details and click Save.
To link a Zoho FSM record to a Sales Order/Deal in Zoho CRM:
- From Sales Orders/Deals, select a record and click the Zoho FSM button.
- Select the desired tab and click the link [
] icon.
- Search for a record, select it and click Link.
The created/linked record will be listed here. Click on the record name to navigate to the record in Zoho FSM.
You can also see these records in the Zoho FSM related list.
In the left panel of the Zoho FSM record, you can find the link to the associated Deal/Sales Order record.
Create Deals, and Sales Orders in Zoho CRM using Zoho FSM data
You can create Deals and Sales Orders in Zoho CRM using Companies and Contacts in Zoho FSM. Once the Companies and Contacts in Zoho FSM are synced with the Accounts and Contacts in Zoho CRM, you can use them in the transaction records.
Data sync between Zoho CRM and Zoho FSM
As soon as the integration setup is completed, the initial data sync between Zoho CRM and Zoho FSM will be initiated. You will be notified by email about the start and completion of the sync.
Subsequently, sync between the Zoho CRM and Zoho FSM records will be instant. Whenever a record is edited, it will be synced with its associated record in the other application. The data sync between Zoho CRM and Zoho FSM will happen between the following modules:
Zoho CRM | Zoho FSM |
Accounts | Companies |
Contacts | Contacts |
Products | Services And Parts |
For the Products from Zoho CRM to be synced with the Zoho FSM Services And Parts, you need to map the Type field of Services And Parts in Zoho FSM to a field in Zoho CRM Products.
To do so, firstly, add a custom field, named Type, in the Products module of Zoho CRM. Following are the steps to be followed:
- Navigate to Setup > Customization > Modules and Fields.
- Hover over the Products module and click on Layout from the More Options [
] menu.
- Click on the Standard layout.
- Add a field named Type of type Pick List with values Service, and Goods.
To map the Type field of Services And Parts in Zoho FSM to the custom field in Zoho CRM Products:
- In Zoho CRM, navigate to Setup > Marketplace > All. Click the Installed tab, and click Configure for Zoho FSM for Zoho CRM.
- Under Field Mapping, click Configure for the Service and Parts - Products mapping.
- Map the Zoho FSM Field Type to the Zoho CRM Field Type and click Save.
When you create a product in Zoho CRM, you should choose a value for the field, Type. If Service is chosen, then the Product will be added as a Service in Zoho FSM and if Goods is chosen, then it will be added as a Part in Zoho FSM. If no value is chosen, then Goods will be passed as the default value.
Note:
- Since Unit Price is a mandatory field in Zoho FSM Services and Parts, ensure that you enter an unit price for the product created in Zoho CRM.
Any sync failures can be seen in the Zoho FSM timeline (refer to the screenshot below) and the Sync History in Zoho CRM.
FAQs
Where can we find the audit logs for the data sync between Zoho CRM and Zoho FSM?
To see the details of the record sync between Zoho CRM and Zoho FSM navigate to Setup > Marketplace > All > Installed and click Configure for Zoho FSM. Click on Sync History to see the sync logs.
Click on a Sync Id to see the log details. Click on the Log Id to download the files having the reasons for sync failure. Sync log will be created for the initial data sync between Zoho CRM and Zoho FSM. Subsequently, sync logs will be generated every 24 hours.
How do you determine that a record has been synced?
When a record is synced between Zoho FSM and Zoho CRM, 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 CRM in the Zoho CRM Info section to navigate to the associated record in Zoho CRM.
In Zoho CRM, select a record and click Zoho FSM. Click View Records in FSM to navigate to the associated record in Zoho FSM.
In Zoho CRM, 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.
What is the sync frequency of the records?
Data sync between Zoho CRM and Zoho FSM is instant. Whenever a record is edited in Zoho CRM, it will be synced with its associated record in Zoho FSM and vice versa.
How can I switch to the configuration where data sync happens via Zoho Books/Invoice?
When you enable the integration between Zoho Finance Suite (Books/Invoice) and Zoho CRM, the Zoho FSM for Zoho CRM extension will automatically be switched to the configuration where data sync happens via Zoho Finance (Books/Invoice). You will receive an email notification (with subject "Two-Way Sync between Zoho CRM and Zoho FSM is disabled") indicating the same.
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