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While importing ‘Accounts and its Customers’ from Zoho CRM, how do I mark a Zoho CRM customer as a primary customer in Zoho Books?
The first step would be to create a custom field for Customers in Zoho CRM. To create a custom field:
- Click the Setup icon on the top-right corner of the window.
- Click Setup.
- Select Modules under Customization.
- Select Contacts from the module list.
- Drag and drop a Checkbox field onto the Customer Information section of the layout.
- Fill up the name as, for example, Is Primary Contact and hit Save Layout.
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- Now, click the Contacts tab in Zoho CRM and edit the contacts which you wish to set as primary contacts.
- Click the checkbox against Is Primary Contact field. Make sure they are associated to an Account in Zoho CRM.
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- In Zoho Books, click the Gear icon on the top right corner of the page and select Integrations
- Click Zoho Apps.
- Click Show Details adjacent to Zoho CRM.
- Click Edit below the contact sync module integration settings as shown in the image below,
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- Then, at the bottom of the page, map the Is Primary Contact field in Zoho Books with Is Primary Contact field in Zoho CRM as shown in the image below,
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- Finally, click Save and Sync. Then, in the CRM integration details page, click Instant Sync as shown in the image below,
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Henceforth, the contacts for which you have enabled the Is Primary Contact field in Zoho CRM, would be set as a Primary Contact for those customers in Zoho Books.