How do I import only certain Accounts/Contacts/Accounts and their contacts created in Zoho CRM?

If you want to sync a few selective accounts/contacts from Zoho CRM into Zoho Books, you can create a new View in Zoho CRM before the integration. This view can consist of the records you wish to sync into Zoho Books, for creating transactions. Here’s how you can do this,

• Log in to your Zoho CRM account.

• Click Setup (the Gear icon) in the top-right corner.

• Under Customization, click Modules and Fields.

• Select the module you want to sync (Contacts and / or Accounts) and click Standard under the Layout tab .

• From the New Fields section on the left side bar, drag the field Checkbox and drop it on your module.

• Provide label for the checkbox type custom field as Zoho Books.

• Now, when you edit an existing account / contact or create a new one, a checkbox custom field named Zoho Books will be displayed.

• Edit the accounts/contacts which you want to move to Zoho Books, and check the box Zoho Books.

Once this is done, create a new view under Accounts or Contacts modules depending on which of these modules you’ve selected for sync.

Specify the criteria as Zoho Books is Selected.

• Now, all the accounts / contacts for which this field was checked, will be available under this view.

During the integration, as soon as you select the module (Accounts, Contacts or Both) to be synced, a list of the corresponding views available in Zoho CRM for the module (predefined as well as User created) will be listed under the drop-down. Select the view you created above to proceed with the sync.