import customer info from Zoho CRM to invoice
Hi:
Have a quick question:
If I have 3 new customers in CRM today, and I want to import them into ZOHO Invoice account, so far I know I need to import all the customers (including the old customers and 3 new customers in CRM) to Invoice account.
Is that correct? What if I have thousands of old customers in CRM, because I need import those 3 new customers, I need to import all of them? Seems unreasonable.
May be I am missing something here.
Thanks.
James