Import Project Users From Zoho CRM
Zoho Projects provides an option to import users and accounts
from Zoho CRM. From Zoho CRM, you can now import your project and client
users to your Projects portal. This feature is not available for Zoho CRM Plus and Zoho One users. This requires Zoho CRM integration
- 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
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:
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 SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
New to Zoho DataPrep?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
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 ...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 ...Import Users from Zoho Mail Suite
Zoho Projects provides an option to import users and accounts from Mail Suite. This feature is not available for Zoho CRM Plus and Zoho One users. Click in the upper-right corner of the top navigation bar. Navigate to Manage users > Portal Users. ...How do I import users from CRM?
In the Users tab, click the Other Actions icon and select Import from CRM. Enter the details and import users from Zoho CRM.Project Dashboard
Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...