1. From the Navigation bar, click Leads and select Sync services.
3. Enter the following details,
3. Click Save and continue.
Basic details such as email address, first name, and last name are pre-mapped. Mapping the email address field is mandatory. You can map additional fields by clicking on Map more link. Once done, click Save and continue.
You decide how often data is imported from Zoho Books. The data can be retrieved just once, or you can set it to occur daily, weekly, or monthly.
1. Select a sync frequency:
2. Set the sync time: Choose your preferred time and time zone to import contacts.
3. Select the data to be retrieved:
You can choose date range from 30 days before the sync creation date. You can't retrieve data older than one month from Books.
4. Click Initiate.
1. From the Navigation bar, click Leads and select Sync services.
3. Hover over the sync and click View details.
You can re-map or map more fields for your sync settings by choosing the Edit mapping in the Edit drop down.
You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Edit retrieval details in the Edit drop down.
Use this option to get a detailed history of the leads synced from Zoho Books to Zoho Marketing Automation. You can see this in the detailed view of the sync.
Status | Description |
Total Leads | Leads imported/synced in a single fetch. |
New leads | Leads added to the org. |
Re-added leads | Leads already deleted in Marketing Automation account but now added again. |
Duplicate leads | Leads already present in Marketing Automation account. |
Ignored leads | Leads are not added to the mailing list. |
Deleted leads | Leads deleted in Books account and getting updated in Marketing Automation as well. |
You need to change your ZSC key in Zoho Marketing Automation under these two scenarios,
You can regenerate your ZSC (Zoho Service Communication) key by copying the ZSC key from your Zoho Books account and pasting it in your Marketing Automation account.
1. Log in to Zoho Books.
2. Click Settings at the top-right corner of the page and select Integrations.
3. Click Zoho Books ZSC key tab and then click Regenratate ZSC key.
Next you will need to log in to Zoho Marketing Automation.
1. From the Navigation toolbar, choose Leads and select Sync services.
3. Navigate to Settings tab.
4. Under Account details, click on the Edit icon next to existing ZSC key.
5. Paste the ZSC key copied from Books in the Update Account Details window that appears.
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