Import Project Users From Zoho CRM
- Login to Zoho CRM.
- Click
in the upper-right corner. - Click Setup.
- Navigate to the EXTENSIONS & APIS section and click APIs.
-
Click the Zoho Service Communication (ZSC) Key tab.
If you are not an Administrator in Zoho CRM, you will not have the privilege to generate ZSC key. Contact your Zoho CRM administrator to generate the ZSC key.
- Login to Zoho Projects and click
in the upper-right corner.
- Navigate to Manage Users section and click Portal 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.
- All the CRM users are displayed. Assign a User Role for every user and assign them to one or many projects.
-
Click Import Users Now to import the users from CRM.
The CRM users are now added as Portal Users in Zoho Projects.
See Also
Access your files securely from anywhere
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.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Import Google Apps Users into Zoho Projects
You can easily import Google Apps users into Zoho Projects. You can import the users for a portal or any selected project. However, you can import Google Apps users into Zoho Projects, only if have integrated your Google Apps account with Zoho ...Zoho CRM Integration
Zoho Projects supports Zoho CRM integration which helps you manage the deals you win and track them using projects from CRM with ease. You must configure Zoho Projects and Zoho CRM integration before you can sync data. Please note, this integration ...Import Microsoft Projects (MPP / MPX files)
Learn how to import Microsoft Projects files (MPP / MPX) into your Zoho Projects portal. You can plan your project in Microsoft, import them and start collaborating in Zoho Projects. A sample import file is attached below. Click in the top navigation ...Users
All users who belong to a project will be listed in this section. Search Users Click the icon at the top right and enter the user's name. Add User Click the icon at the top-left corner. Select Projects. Go to a project. Click Users. Click the icon at ...Zoho Projects: An Overview
Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Here is a ...