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 CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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