Bigin Integration | Online Help | Zoho Projects

Bigin Integration

Import Portal Users and Client Users to Zoho Projects with Bigin integration. Bigin, a small business-focused CRM, helps you manage your customer pipelines efficiently.

This integration allows two-way sync of Client Companies and Contacts. Any changes made to Client Companies and Contacts in Zoho Projects or Bigin are automatically reflected in both, keeping client data accurate.

Set up Zoho Projects + Bigin integration from Bigin.

For instance, when starting a new project in Zoho Projects, you can import key client information from Bigin, including companies and contacts, and assign them as client users in the project. This simplifies the process of onboarding clients and keeping them updated throughout the project lifecycle. You can also track the progress of sales pipelines while managing the associated projects in Zoho Projects.

Import Client Users from Bigin

Method 1: From a Project

  1. Open your project and select Users from the top band.
  2. If not visible, click  and select Users.
  3. Click  in the top-right corner, select Client Users and click Import from Bigin.
  4. Select the Bigin clients you want to import and choose a client profile from the drop-down.
  5. Click Import Users.
The Clients will be added as Client Users in Zoho Projects.
 
When importing client users, the associated company and contacts will also be added to Zoho Projects.



Method 2: From Project Settings

  1. Open Zoho Projects and click  in the top-right corner.
  2. Click Manage Users > Client Users.
  3. Choose the project to import users into and select the Bigin clients.
  4. Choose a client profile and click Import Users.
The Clients will be added as Client Users in Zoho Projects.
 
When importing client users, the associated company and contacts will also be added to Zoho Projects.

Import Portal Users from Bigin

Method 1: From a Project

  1. Open your project and select Users from the top band.
  2. Click  in the top-right corner and select Users. Then, click Import from Bigin.
  3. Select the Bigin clients to import and choose a user profile from the drop-down.
  4. Click Import Users.
The Clients will be added as Client Users in Zoho Projects.

Method 2: From Project Settings

  1. Open Zoho Projects and click  in the top-right corner.
  2. Select Manage Users > Portal Users.
  3. Choose the project to import users into and select the Bigin clients.
  4. Select a user profile and click Import Users.
The Clients will be added as Portal Users in Zoho Projects.

Manage Projects Associated with Bigin

You can associate a project with Bigin directly from Bigin. Projects associated with Bigin can be easily identified by the Bigin icon ( ) next to the project title.
  1. Click the Bigin icon ( ) to view the associated Pipelines, Clients, and Companies.
  2. Click a specific pipeline, client, or company to view details and click View in Bigin to open the details in Bigin.


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