Is it possible to sync my CRM products in Zoho Billing?

Yes, Zoho CRM - Zoho Billing integration supports two way product sync.

• Navigate to Gear icon > Integrations > Zoho Apps.
• From the Zoho CRM app listing, select Show Details.
• Under Enable modules to be synced, you will find the Contacts and Item configuration.
• Under the Item configuration, select Configure Now for setting up item sync for the first time, or click on Edit if already configured.
• In the Sync Items page, you will have 3 section.

Extent of the Sync :

• Fetch from CRM - Select this option if you wish to sync Zoho CRM records into Zoho Billing.
• Sync both ways - Select this option if you want to have a two way sync of the record.

Handling Duplicate Records :

• Clone - The record is cloned and both the original and duplicate records exist.
• Overwrite - The duplicate record overwrites the existing record.
• Skip - The duplicate record is not synced and the existing record is retained.

Mapping Fields :

Field mapping for items in product sync is automated. Zoho CRM product fields are identified and automatically mapped to Zoho Billing item fields.

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