Import Client Users From Zoho CRM
Client users can be imported from Zoho CRM. This requires
Zoho CRM integration.
- Login to Zoho Projects and click
in the upper-right corner. - Navigate to Manage Users section and click Client Users.
- Click
in the upper-right corner and choose Import From CRM. - Select the email addresses of the clients you wish to import.
- 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.
See Also
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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