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Goto user setting and enable 'Zoho Configuration Manager'.
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After that goto zoho credential menu and create zoho user and fill credentials and select your zoho account country.
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Click the link and varify your zoho account.
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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.
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If you have installed crm on zoho, then you have to click on 'Accept'.
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Now select account and click Sync Account. After successful importing account you can see log note like this.
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Zoho account list.
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Imported account [Company (parent)] successful in odoo. (*Marked contacts are odoo's contacts.)
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For exporting a company from odoo to zoho. If any new then you can see the count of exported company in log note.
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Exported company in zoho.
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Enable Import contact and click 'Sync Contact'. After successful importing contact you can see log in log history
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Contact list in zoho
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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.)
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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).
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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.
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You can export mass contacts. Just select contacts list and click on 'Action' and select 'Export Zoho Contacts/Accounts'
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After that here in this wizard, you have to select a zoho account where you want to export.
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Filter Contacts On 'Not Exported to Zoho'.
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Group By Contacts using 'Zoho Config'.
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Enable Import Zoho Lead and click 'Sync Leads'. After successful importing leads you can see log in log history
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Lead list in zoho.
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Imported lead list in odoo.
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Here in odoo we provide some extra fields. It will helps to import export leads proparly.
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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).
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You can export mass leads/Opportunities. Just select a list of leads or opportunities and click 'Action' and select 'Export Zoho Leads/Opprtunities'.
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After that here just select appropiate zoho account and click 'Export'.
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Filter leads based on 'Not Exported to Zoho'.
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Leads group by based on 'Zoho config'.
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Goto the zoho developer console.
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Click on Server-Based Application.
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Here create a client. in home page 'yourdomain/home' and in Authorized redirect URIs 'yourdomain/home/crm'. and click create.
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After that goto 'Client Secret' tab and copy 'Client ID' and 'Client Secret'. Paste in odoo creds.
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Version 18.0.1 | Released on : 7th October 2024
- 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).