Connect and Sync Customers with Zoho CRM

Connect your DecoNetwork store to Zoho to automatically sync customer contact data for marketing and CRM management. This allows you to keep your customer records up to date and leverage Zoho’s tools to engage and nurture your audience.

For more information about Zoho CRM and to sign up for an account, visit the Zoho CRM website at https://www.zoho.com/crm.

In this article

• Prerequisites
• Why use Zoho CRM Contacts Sync?
• Enable the Zoho CRM Contacts Sync app in DecoNetwork
• Enable the Zoho CRM Integration app in DecoNetwork
• Register your DecoNetwork website with Zoho CRM API
• Configure Zoho CRM Contacts Sync in DecoNetwork
• Configure Zoho CRM Integration in DecoNetwork
• Reset synchronization
• Understanding sync options
• Best practice tips
• Troubleshooting
• FAQs
• Additional resources

Prerequisites

Why use Zoho CRM Contacts Sync?

Zoho CRM Contacts Sync helps keep your customer data aligned between DecoNetwork and Zoho so you can manage marketing and customer relationships more efficiently.

• Centralize customer records in Zoho for follow-up and campaign management.
• Reduce manual entry by syncing customer information automatically.
• Separate customers and leads based on purchase activity.
• Support affiliate workflows when different stores need their own Zoho setup.

Enable the Zoho CRM Contacts Sync app in DecoNetwork

Enable the Zoho CRM Integration app in DecoNetwork

1. Log into your DecoNetwork website.
2. Browse to Admin and select the yellow + Apps Store button at the bottom of the Main Menu.
3. Scroll to the Customer Settings section.
4. Click Add now on the Zoho Integration app.

Register your DecoNetwork website with Zoho CRM API:

1. Log into your Zoho CRM account.
2. Click here to go to the Zoho API Console.
3. Click on the Get Started button or the Add Client command.

4. Select "Server-based Applications" when prompted to choose a client type.

   The Create New Client form will be displayed.

   

5. Enter the following details:

   • Client Name: The name of your DecoNetwork Website you want to register with Zoho.
   • Homepage URL: The URL of your web page.
   • Authorized Redirect URIs: The URL of your DecoNetwork website that Zoho redirects to after successful authentication
   Refer to the information text on the DecoNetwork configuration page for the correct Homepage URL and Authorized Redirect URI values to enter in Zoho.

6. Click Create.

   You will receive the following credentials:

   • Client ID: The consumer key generated from the connected app.
   • Client Secret: The consumer secret generated from the connected app.

Configure Zoho CRM Contacts Sync in DecoNetwork

Configure Zoho CRM integration in DecoNetwork:

Step 1: Open Zoho CRM Contacts Sync settings

Step 1: Open Zoho CRM Intgration settings

1. Log into your DecoNetwork website.

2. Browse to Admin → Marketing → Zoho CRM Contacts SyncZoho CRM Integration.

   

   Open Zoho CRM Contacts Sync from the Marketing menu in Admin

   

   Open Zoho CRM Integration from the Marketing menu in Admin

   If you have not enabled the Zoho CRM Contacts Sync app, or if it was previously disabled, use the yellow and black + button to open the Apps store and enable it.

   

   

   Click on the Zoho CRM Contacts Sync banner, then click Add Now in the popup window to enable Zoho CRM Contacts Sync. Click Close once the app has been enabled.

Step 2: Select an integration option

1. Choose one of the following sync options:
   • Don’t Sync any Customer data: Do not sync any customer data between DecoNetwork and Zoho CRM.
   • Sync all Customers over all Affiliate Stores: Import all customers who purchased, registered without purchasing, or signed up for newsletters in any of your affiliate stores into your Zoho CRM account.
   • Only Sync Customers from “My” Stores: Only sync customers who purchased, registered without purchasing, or signed up for newsletters in stores flagged as your own.

Step 3: Choose whether affiliate stores can configure their own Zoho CRM Contacts Sync settings

Step 3: Choose whether affiliate stores can configure their own Zoho integration

1. Choose if you want to Allow each Affiliate Store to setup their own Zoho Integration.

   Tick the checkbox to allow affiliate store owners to configure Zoho sync option settings for their own stores.

Step 4: Enter Zoho API credentials

1. If you selected either Sync all Customers over all Affiliate Stores or Only Sync Customers from "My" Stores, the API Authentication Token section will be displayed.

   

2. Copy and paste the Client ID and the Client Secret you obtained from the Zoho API Console into the Zoho API Client ID and Zoho API Client Secret fields respectively.

   To retrieve your Client ID and Client Secret from your Zoho account, log in to Zoho, go to the API Console, click on the client you have set up for your DecoNetwork account, then click on the Client Secret tab.

Step 5: Generate the Zoho API grant token

1. Click on the Generate Zoho API Grant Token button.

   A new tab will be open asking if you want to allow your DecoNetwork website to access data in your Zoho account.

   

2. Click on the Accept button.

   Your grant token will be generated and displayed in the new tab.

   
   The Zoho grant token is only valid for one hour. If it expires before you use it, you will need to generate a new one.
3. Copy the token and return to the DecoNetwork Zoho CRM Contacts SyncIntegration page.
4. Paste in the grant token into the Zoho API Grant Token field.

Step 6: Generate and verify the authentication token

1. Click on the Generate Zoho API Authentication Token button.

   A Zoho API Authentication Token and a Zoho API Refresh Token will be generated.

   

   You can reset your API Authentication Token at any time by clicking on the Reset Zoho API Authentication Token button.

2. Click Verify Zoho API Authentication Token to confirm your API key works correctly. An error will display if it has not been entered correctly.

   If authentication is successful, the Record Mapping section will appear, giving you the options of syncing Contacts and/or Leads.
   

Step 7: Choose which record types to sync

1. Tick the checkbox(es) for the record types you want to sync.
   • Ticking Sync Contacts will sync all customers who have made purchases in DecoNetwork as Contacts in Zoho CRM.
   • Ticking Sync Leads will sync all customers who have registered on your site but NOT made purchases in DecoNetwork, or who have subscribed to your newsletter as Leads in Zoho CRM.

Step 8: Map DecoNetwork customer data to Zoho fields

1. Click Map Fields to determine what DecoNetwork customer data will be mapped to your Zoho CRM Customer or Lead records.
2. In the mapping window, match the Map This Customer Data column from DecoNetwork to the To This Zoho Field column in Zoho CRM.
3. Select the names of the DecoNetwork data fields and Zoho CRM fields you wish to map to one another from the dropdown boxes.
   The following fields from DecoNetwork can be mapped to Zoho fields:
   • company
   • full_name
   • firstname
   • lastname
   • salutation
   • address
   • city
   • state
   • zip
   • country_name
   • phone_number
   • store
   • store_url
   • order_count
   • balance
   • total_order_value
   • newsletter
   • deleted
4. Click Add new field if you want to add more mappings.

5. Click Delete on a row if you want to remove a mapping.

   
6. Click OK when complete.

7. When all configurations are complete, click Save.

   It will take a moment before the data starts to synchronize.

   The sync will automatically run periodically at 30-minute intervals, synchronizing any record for which mapped fields have changed since the last sync.

Reset Synchronization

If you find that certain customer records fail to synchronize, you can use the Reset Synchronisation button to fix the problem. Failed synchronizations will occur if previously synchronized customer records are deleted from your Zoho CRM account. DecoNetwork maintains a record of synchronized customer records and will not attempt to synchronize the customer records deleted from Zoho. The Reset Synchronisation button enables you to restart the synchronization of your customer data from scratch, as though it has never been synced before.

To restore synchronization of all customer records:

1. Browse to Admin → Marketing → Zoho CRM Integration.

   

   Open Zoho CRM Contacts Sync from the Marketing menu in Admin

   

2. Click the Reset Synchronisation button.

   

   You will be asked to confirm that you want to proceed with resetting the synchronization.

   

3. Click OK.

   The system will begin by removing all existing mappings from Zoho, then resend data for all customer records of the elected type to Zoho. A progress bar will be shown to indicate the progress.

   

4. Click Finish when the resetting of the customer data is complete.

   Note, the system will perform duplicate checking by looking for matching email addresses, so resetting synchronization will not create duplicate records simply because the sync is run again.

Best practice tips

• Verify your Zoho API client settings carefully before generating tokens.
• Map only the fields you intend to use in Zoho to keep records cleaner and easier to manage.
• Use the affiliate integration option only when affiliate owners are responsible for their own CRM workflows.
• Review sync behavior periodically to confirm contacts and leads are being categorized as expected.

Troubleshooting

The Zoho CRM Contacts SyncIntegration page is not available

• Make sure the Zoho CRM Contacts Sync app is enabled in the Apps Store.
• Confirm you are logged in with administrator access.

The authentication token cannot be verified

• Check that the Client ID and Client Secret were copied correctly from Zoho.
• Generate a new grant token if more than one hour has passed since it was created.
• Confirm the Redirect URI entered in Zoho matches the value shown in DecoNetwork.

Records are not appearing in Zoho

• Make sure a sync option is selected other than Don't Sync any Customer data.
• Verify the appropriate record types are enabled under Record Mapping.
• Allow time for the next automatic sync cycle.

Some records stopped syncing after being deleted in Zoho

• Use Reset Synchronisation to rebuild the sync state and resend customer data.

FAQs

What customer records can be synced to Zoho?

Customers who have made purchases can be synced as contacts, while customers who registered without purchasing or subscribed to newsletters can be synced as leads.

Can affiliate store owners configure their own Zoho connection?

Yes. Enable Allow each Affiliate Store to setup their own Zoho Integration if you want affiliate store owners to manage their own Zoho settings.

Do I need to register my DecoNetwork website in Zoho first?

Yes. You need to create a Zoho API client and use the generated Client ID and Client Secret when configuring the integration in DecoNetwork.

When should I use Reset Synchronisation?

Use it when previously synced records were removed from Zoho or when you need to restart synchronization from scratch.

Additional resources

• Zoho CRM