Sync leads from Zoho Books - Zoho MarketingHub

Sync leads from Zoho Books

Zoho Marketing Automation integrates with Zoho Books to help you build your mailing lists. The integration lets you import contacts from Zoho Books as leads in Zoho Marketing Automation. You can map custom fields in Zoho Books to Zoho Marketing Automation to maintain your leads lists the way you want. Engage with your customers and market your brand by sending interesting campaigns about your newest products.

Set Up Sync

1. From the Navigation bar, click Leads and select Sync services.

2. Navigate to Zoho Books sync setup and click New sync.



3. Enter the following details,

  • Sync description: Give your sync a name
  • Select organization: Select which of your organizations you want to sync
  • Choose which contacts to import:
  • All leads: To import all the leads.
  • Criteria: To import leads meeting the criteria you specify (e.g., Country is India)
  • Sync to mailing list: Select the mailing list in Zoho Marketing Automation to which you want to import the leads.

3. Click Save and continue.


Map Your Fields

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.


For instance, you can map the email address field in Zoho Books against the leads email field in Zoho Marketing Automation.                              
Email Address (Zoho Books) = Leads Email (Zoho Marketing Automation)
First Name (Zoho Creator) = First Name (Zoho Marketing Automation)

Configure Sync

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:

  • Retrieve data: One-time import.
  • Sync Frequency: Set the sync to recur on a daily, weekly, or monthly basis.

2. Set the sync time: Choose your preferred time and time zone to import contacts.

3. Select the data to be retrieved:

  • All data: Imports all leads from Zoho Books.
  • After: Imports only leads that have been added/modified after the specified date and time.

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.


  • Once you set the option for import (All leads/Criteria), you will not be able to edit the preference. To use different criteria, create a new sync.
  • Any leads that has an invalid email address will not be imported.

Sync Detail View

1. From the Navigation bar, click Leads and select Sync services.

2. Navigate to Zoho Books sync setup and click Active syncs.

  
   

3. Hover over the sync and click View details.


Edit field mapping

You can re-map or map more fields for your sync settings by choosing the Edit mapping in the Edit drop down.


Edit retrieval detail

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.


Import details/history

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.

   

When do I change my ZSC key in Zoho Marketing Automation?

You need to change your ZSC key in Zoho Marketing Automation under these two scenarios,

  • If you change Zoho Books' ZSC key.
  • If you change your primary email address of your Books account. Change ZSC key.

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.

To change your ZSC key,

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.

2. Under Zoho Books, select Active syncs.


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.




Do more with sync services

To create sync with Zoho Invoice, click here

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