Import Client Users From Zoho CRM | Online Help | Zoho Projects

Import Client Users From Zoho CRM

Client users can be imported from Zoho CRM. This requires Zoho CRM integration.
  1. Login to Zoho Projects and click in the upper-right corner.
  2. Navigate to Manage Users section and click Client Users.
  3. Click in the upper-right corner and choose Import From CRM
  4. Select the email addresses of the clients you wish to import.
  5. Click Import Users Now.

If you have integrated Zoho Projects and Zoho CRM, you can view the CRM details such as CRM Account Information and CRM Potential Information along with the Client Information in Zoho Projects. However, the CRM information can be viewed only by the portal Admin. Learn more about client users. When you convert a deal from CRM to a project, the associated client will be added as a Primary Client. If a primary client already exists in the project, the client will be added but not marked as primary.
If you wish to import users from a different CRM account, you need to generate a new ZSC key. Click Change the ZSC Ticket link, on the Right Panel to generate a new ZSC key. Provide the new email address and the corresponding ZSC key generated to import users from CRM.

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