Profile Permission:

Users with Administrative profile can install this integration

Note:

1. Only administrators can install this extension.
   
2. The extension will be available for standard and above editions of Zoho CRM, along with a free trial of 15 days.
   
3. Users are required to have an active Egnyte account as well.
   
4. The email address used to sign into Zoho CRM account and the Egnyte account should be the same.
   
5. The extension can be used with the Leads, Contacts, Accounts, Deals, and Cases modules.
   
6. Please note that the Egnyte extension for Zoho CRM is available in US, EU, CN, IN, AU, CA, SA, and JP datacenters.
   

Installing the extension

1. Go to Setup > Marketplace > All.
   All the installed extensions will be listed.
2. Click All Extensions, then browse for and click Egnyte.
   
3. Click Buy Now.
   You will be redirected to the payments page, where you can purchase it. Once the payment is done, a pop-up will be displayed to install the extension.
4. In the popup, click Install Now.
   
   
5. Agree to the Terms of Service and click Install.
   
6. In the Privacy Declaration box, read the statement and click Agree and Continue.
   
7. In the Choose Users/Profiles section, select the users for whom the extension needs to be installed.
   
1. Install for admin only - The extension will be installed only for the users with the administrator profile.
   
2. Install for all users - The extension will be installed for all users. Users need to have an Egnyte account, and be a part of the same domain to use this feature.
   
3. Choose profiles - The extension will be installed only for the selected users. Choose this option, click Continue, then select the required profiles.
   Once the extension is installed, a webtab Egnyte Settings will be created.
   
   
8. Click Authorize to enable synchronization between the two applications.
   If you skip this step, you can later authorize from Settings > Setup > Marketplace > All. On the Egnyte extension details page, you can click Authorize.
   
   
9. In the pop-up, specify your Egnyte domain name (eg: zykler.egnyte.com) and click Save and Authorize.
   
   
10. Click Allow Access to grant Zoho CRM access to Egnyte.
    
    

Setting up the extension

1. Click on the Egnyte Settings webtab.
   The Settings page will open.
   
   
2. Under Customization Settings, select the CRM Field Name for Contacts and Leads.
   The selected field name in Zoho CRM will be the folder name in Egnyte for those records in Contacts and Leads module.
3. Click Save.
   
4. Under Events log, all the customization settings made to the Contacts and Leads modules will be recorded.
   
   

Note: After the custom settings are done, the folder name change will reflect in Egnyte only after accessing add file to Egnyte, until then the old name will be retained in Egnyte.

Uploading files to Egnyte from Zoho CRM

1. Go to the Leads, Accounts, Contacts, Cases or Deals modules.
   
2. Click on a record to which you want to add or share documents.
   
3. In the record's details page, click Add File to Egnyte.
   
   
4. In the pop-up, any files added for the record already will be listed.
   
5. Click Add File.
   
6. Select the files to be added from your computer and click Open.
   Your file will be added to Egnyte.
   
   
7. You can even create a sub-folder for the record by clicking Create Folder.
   
8. Enter the folder name and click Create.
   
   

Uninstall the extension

1. Go to Setup > Marketplace > All.
   All the installed extensions are listed.
2. Browse for Egnyte and click the corresponding Uninstall link.
   
3. Click Ok to confirm.