Goto user setting and enable 'Zoho Configuration Manager'.
After that goto zoho credential menu and create zoho user and fill credentials and select your zoho account country.
Click the link and varify your zoho account.
After click on that link you will redirect to zoho login. here if you have not install crm so it will display page like this.
If you have installed crm on zoho, then you have to click on 'Accept'.
Now select account and click Sync Account. After successful importing account you can see log note like this.
Zoho account list.
Imported account [Company (parent)] successful in odoo. (*Marked contacts are odoo's contacts.)
For exporting a company from odoo to zoho. If any new then you can see the count of exported company in log note.
Exported company in zoho.
Enable Import contact and click 'Sync Contact'. After successful importing contact you can see log in log history
Contact list in zoho
Imported contact with its company. (*Make sure you have to first import accounts and then import contacts so it will merge your contact with its company.)
Here we provide some extra fields it will helps to import export proper data. (*Make sure while you create a new contact in odoo you have to add first name and last name).
Here in contact form view, you have a field where you can define a zoho credential so that contact will export to the right place.
You can export mass contacts. Just select contacts list and click on 'Action' and select 'Export Zoho Contacts/Accounts'
After that here in this wizard, you have to select a zoho account where you want to export.
Filter Contacts On 'Not Exported to Zoho'.
Group By Contacts using 'Zoho Config'.
Enable Import Zoho Lead and click 'Sync Leads'. After successful importing leads you can see log in log history
Lead list in zoho.
Imported lead list in odoo.
Here in odoo we provide some extra fields. It will helps to import export leads proparly.
In Lead/Opportunity form view, There is one field 'Zoho Config'. You can just select appropiate zoho config, So that lead will be export to the right place(*while auto export is enable).
You can export mass leads/Opportunities. Just select a list of leads or opportunities and click 'Action' and select 'Export Zoho Leads/Opprtunities'.
After that here just select appropiate zoho account and click 'Export'.
Filter leads based on 'Not Exported to Zoho'.
Leads group by based on 'Zoho config'.
Goto the zoho developer console.
Click on Server-Based Application.
Here create a client. in home page 'yourdomain/home' and in Authorized redirect URIs 'yourdomain/home/crm'. and click create.
After that goto 'Client Secret' tab and copy 'Client ID' and 'Client Secret'. Paste in odoo creds.
Version 17.0.2 | Released on : 7th February 2024
Version 17.0.1 | Released on : 23rd November 2023
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).