Zoho CRM Integration

Zoho CRM is a third party customer relationship management application that helps you track sales activities and automates customer email communications such as newsletters and other marketing material. DecoNetwork can synchronize your customer records to Zoho CRM directly, simplifying the task of managing your Zoho CRM Contacts and Leads.

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

Prerequisites

• You must have administrator access to use this feature
• You must have the Zoho CRM Integration app enabled
• You must have a Zoho CRM account
• You must register your DecoNetwork website with Zoho CRM API

To 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.

To 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.
     NOTE: Refer to the information text on the configuration page for the correct value to enter into this field.
   • Authorized Redirect URIs: The URL of your DecoNetwork website to which Zoho Accounts redirects you with a grant token(code) after successful authentication.
     NOTE: Refer to the information text on the configuration page for the correct value to enter into this field.
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.

To configure Zoho CRM integration in DecoNetwork:

1. Log into your DecoNetwork website.
2. Browse to Admin > Marketing > Zoho CRM Integration.
   

   If you have not enabled the Zoho CRM Integration app, or you have previously disabled Zoho CRM Integration, enable the Zoho CRM Integration app by clicking the yellow and black + button.

   

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

3. Select an integration option.
   • 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, or registered but not made purchases, or who signed up for a newsletter in any of your affiliate stores into your Zoho CRM account.
   • Only Sync Customers from “My” Stores: Only sync customers who purchased, or who registered but not made purchases, or who signed up for a newsletter in stores flagged as your own.
4. Choose if you want to Allow each Affiliate Store to setup their own Zoho Integration. Ticking the checkbox will make the Zoho CRM integration settings available to affiliate store owners so that they can configure Zoho integration for their own stores.
5. If you selected Sync all Customers over all Affiliate Stores or Only Sync Customers from "My" Stores, the API Authentication Token section will be displayed.
   
6. 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.

7. 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.

   
8. Click on the Accept button.

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

   

   Note, this token will only be valid for one hour, so make sure you use it within the hour, otherwise, you will need to generate a new token.

9. Copy the token and return to the DecoNetwork Zoho Integration page.
10. Paste in the grant token into the Zoho API Grant Token field.
11. 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. Follow steps 7 - 11 to regenerate your API Authentication Token.

12. 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, a section titled, Record Mapping, will appear which gives you the options of syncing Contacts and/or Leads.

    
13. 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.
14. Click Map Fields to determine what DecoNetwork customer data will be mapped to your Zoho CRM Customer or Lead records.
    • The "Map This Customer Data" column from Deconetwork will be synchronized with the "To This Zoho Field" column in Zoho CRM.
    • 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
    • If you wish to add more data fields to the synchronization, click add new field.
    • If you wish to remove data from the synchronization, click Delete on the row of data you no longer want to be synchronized.
      
    • When complete, click OK.
15. 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.
   
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 you need not worry about records being duplicated.