Import Groups from a Third-Party App in Zoho One

1. Sign in to Zoho One, then click   on the top-right corner.
   
2. Go to Directory Stores, then select the required app. Click Edit in the General Settings section, then select Groups in the Resource Sync.
3. Under the Info tab, click Import groups under the Import Groups section.
4. A confirmation message will appear stating that the group import has been scheduled. Click Done to proceed.
   
5. Under the Schedule Groups Import section, Zoho One begins fetching and processing group data. If you want to stop the fetching process, click Cancel. This will halt the import and delete any staged group data.
   
6. Click View under the Import Groups section to fetch and stage group data along with users. The Zoho One supports three types of group:
   
1. New Groups: Shows the groups which appear for the first time. Select all or specific groups, then click Next.
   
2. Updated Groups: Shows groups with modified data. Select all or specific groups, then click Next.
   
3. Deleted Groups: Displays groups removed from the third-party directory. Select all or specific groups, then click Next.
   
7. A summary screen will show all categorized groups and the actions to be performed. Review the details, then click Done.
   
8. Once processing is complete, click View under the Group Sync. In the Groups tab, you will see the final list of imported groups and their associated users.
   
9. To clear all imported group data, click Clear next to View, then click Clear to confirm the action.
   

Importing groups does not create users in Zoho One. Only users who are already present in the directory will be assigned to the imported groups

Sync Users belonging to a specific group

1. Under the Criteria section, click Edit, then select Users matching the criteria.
   
2. Select Member of group from the options, choose the relationship, then select the group name you prefer. Click Save & Next.

Group Sync is supported only if the third-party app allows groups import.

To Import Set Groups As Criteria

1. Under the Criteria section, click Edit.
   
2. Select Groups, then select Groups matching the criteria.
   
3. Select the criteria from the options that you want, choose the relationship, and select the value you prefer. Then click Save and Next.
   

Group Mapping

1. Under the Field Mapping section, click Edit.
   
2. In the field mapping screen, select the group's field that you want to map between Zoho One and the third-party app. Then click Save & Next.
   

Additional Features

1. Under the General Settings section, click Edit.
   
2. Under the Resource sync, select the resources you want to sync.
   
3. Under the Mail Notification, choose whether you want to notify the users via email.