How to set up sync with Zoho Recruit

How to set up sync with Zoho Recruit

With Zoho Recruit integration, you can import candidates and contacts from Zoho Recruit as contacts to Zoho Marketing Automation. This will help you to send relevant newsletters, campaigns and surveys to candidates.
 
Learn how to integrate with Zoho Recruit 

 Set up the 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 Recruit. Click Create Sync.
  3. Select the module to be synced i.e either Candidates, Contacts, or any other custom module. Once you select the module, all the contacts in that module will be synced to All contacts module of Zoho Marketing Automation.
  4. Select a list if required to which you intend to sync the contacts. The synced contacts will be available in the selected list as well as in the All contacts module.
  5. Select a topic if required to associate your contacts with a relevant topic if you want to send email campaigns to the contacts.
  6. Select a lawful basis. This option will be available only if you've opted to comply with GDPR in  your Zoho Marketing Automation. 
  7. Select sync time to schedule syncing of contacts periodically everyday.
  8. Enable Update empty field value toggle if required. By enabling this, values of mapped fields removed in Zoho Recruit will also be updated with empty values in the respective field of Zoho Marketing Automation.


  9. Enable the necessary toggles under Advanced options depending on your sync requirement,
    advanced options
    1. Enable Exclude opt-out contacts, if required. By enabling this, the leads/contacts who have opted out of Zoho Recruit will not be synced to Zoho Marketing Automation.
    2. Enable Remove leads/contacts opted out of Zoho Recruit, if required. By enabling this, the leads/contacts that are synced in Zoho Marketing Automation but have opted out of Zoho Recruit will be removed.
    3. Enable Remove leads/contacts deleted in Zoho Recruit, if required. By enabling this, all the leads/contacts that are deleted in Zoho Recruit will be removed from Zoho Marketing Automation.
  10. Click Next and proceed to map fields.

Map fields  

Some Zoho Recruit 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 Recruit. Select the sync to see the detail view.

 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.
    Edit Sync Configuration
    edit advanced settings
  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.