Synching existing Zoho Invoice Customers with Zoho CRM

Synching existing Zoho Invoice Customers with Zoho CRM

Hello,

I am currently using Zoho Invoice and would like to begin using Zoho CRM. Based off the following document, it looks like the updated integration is only from Zoho CRM -> Zoho Invoice and not vice versa:


That being said, how can I setup Zoho CRM to show the invoices of my customers in Zoho Invoice? Would I:

  1. Export all of the contacts in Zoho Invoice
  2. Import them into Zoho CRM
  3. Synch them from Zoho CRM -> Zoho Invoice
  4. Merge the duplicate contacts in Zoho Invoice
It seems very cumbersome to do that.

Also - could I ever feed changes from Zoho Invoice to Zoho CRM? Or would my business process need to change to update the record in Zoho CRM and then "push" the changes down to Zoho Invoice?

Could I disable auto-synching and only do it manually?




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