![logo](/web/image/357288/softhealer.png)
![whatsapp](/web/image/357289/banner%202.png)
Goto user setting and enable 'Zoho Configuration Manager'.
![](/web/image/357291/z7.png)
After that goto zoho credential menu and create zoho user and fill credentials and select your zoho account country.
![](/web/image/357292/z8.png)
Click the link and varify your zoho account.
![](/web/image/357293/z9.png)
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.
![](/web/image/357294/z10.png)
If you have installed crm on zoho, then you have to click on 'Accept'.
![](/web/image/357295/z11.png)
Now select account and click Sync Account. After successful importing account you can see log note like this.
![](/web/image/357296/z12.png)
Zoho account list.
![](/web/image/357297/z13.png)
Imported account [Company (parent)] successful in odoo. (*Marked contacts are odoo's contacts.)
![](/web/image/357298/z14.png)
For exporting a company from odoo to zoho. If any new then you can see the count of exported company in log note.
![](/web/image/357299/z15.png)
Exported company in zoho.
![](/web/image/357300/z16.png)
Enable Import contact and click 'Sync Contact'. After successful importing contact you can see log in log history
![](/web/image/357301/z17.png)
Contact list in zoho
![](/web/image/357302/z18.png)
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.)
![](/web/image/357303/z19.png)
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).
![](/web/image/357304/z20.png)
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.
![](/web/image/357305/z20_1.png)
You can export mass contacts. Just select contacts list and click on 'Action' and select 'Export Zoho Contacts/Accounts'
![](/web/image/357306/z20_2.png)
After that here in this wizard, you have to select a zoho account where you want to export.
![](/web/image/357307/z20_3.png)
Filter Contacts On 'Not Exported to Zoho'.
![](/web/image/357308/z20_4.png)
Group By Contacts using 'Zoho Config'.
![](/web/image/357309/z20_5.png)
Enable Import Zoho Lead and click 'Sync Leads'. After successful importing leads you can see log in log history
![](/web/image/357310/z21.png)
Lead list in zoho.
![](/web/image/357311/z22.png)
Imported lead list in odoo.
![](/web/image/357312/z23.png)
Here in odoo we provide some extra fields. It will helps to import export leads proparly.
![](/web/image/357313/z24.png)
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).
![](/web/image/357314/z25.png)
You can export mass leads/Opportunities. Just select a list of leads or opportunities and click 'Action' and select 'Export Zoho Leads/Opprtunities'.
![](/web/image/357315/z26.png)
After that here just select appropiate zoho account and click 'Export'.
![](/web/image/357316/z27.png)
Filter leads based on 'Not Exported to Zoho'.
![](/web/image/357317/z29.png)
Leads group by based on 'Zoho config'.
![](/web/image/357318/z30.png)
Goto the zoho developer console.
![](/web/image/357319/z0.png)
Click on Server-Based Application.
![](/web/image/357320/z1.png)
Here create a client. in home page 'yourdomain/home' and in Authorized redirect URIs 'yourdomain/home/crm'. and click create.
![](/web/image/357321/z2.png)
After that goto 'Client Secret' tab and copy 'Client ID' and 'Client Secret'. Paste in odoo creds.
![](/web/image/357322/z3.png)
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.
- Please Contact Us at [email protected]to request customization.
- 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).