How to set up sync with Zoho Books

How to set up sync with Zoho Books

Zoho Books is an online invoicing software that allows you to track your income and expenses. Integrating with Zoho Books will allow you to sync customers from Zoho Books as contacts and engage them consistently using personalized campaigns.
 
Learn more about how to integrate your Zoho Books 

Setup a sync  

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  2. Select Zoho Books. Click Create Sync.
  3. Select the mailing list in Zoho Marketing Automation to which you want to import the contacts.
  4. Select the topics to associate the synced contacts.
  5. Enable Update empty field value if required. By enabling this, values of fields removed in Zoho Books will also be updated with empty values in the respective field of Zoho Marketing Automation.
  6. Schedule a Sync time to sync the records periodically. However, the first sync will be initiated immediately as soon as you initiate a sync.
  7. Click Next.
    sync

Map fields  

Some Zoho Books fields are mapped to the respective Zoho Marketing Automation fields.  
  1. Click (+) icon to map additional fields. 
  2. Click Initiate.
    field mapping

Sync Detail View  

To see the detail view of the sync,
  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
  2. Select Zoho Books. 

 Edit Sync Configuration  

  1. Click the sync you would like to edit.
  2. Click Edit icon in the Configuration tab.
  3. You can edit sync details and advanced settings by clicking Edit icon in the respective section.
    configuration
  4. Click Save.  

 Edit Mapping  

You can re-map or map more fields for your sync settings by clicking the Edit Mapping in the Sync Detail View.
  1. Click the sync you would like to edit.
  2. Navigate to Field Mapping tab.
  3. Click Edit icon and edit.
    edit mapping
  4. Click Save. 

View sync history  

  1. Navigate to Sync history tab.
  2. Here you can see a detailed view of your sync list:
    1. Sync time - The time and date at which the sync was configured.
    2. Total records - Total number of contacts synced at the given time.
    3. Added -  Number of new contacts added at the given time.
    4. Updated - Number of existing contacts updated.
    5. Skipped - Number of contacts not synced since they didn't match the sync criteria. 
sync history
 You can export your skipped contacts as a .csv file by clicking the export icon next to the skipped value.