How can I sync selective accounts/contacts from Zoho CRM into Zoho Spend?

If you want to sync a few selective accounts/contacts from Zoho CRM into Zoho Spend, 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 Spend, for creating transactions.

Here’s how you can go create a new view in Zoho CRM:

• Log in to your Zoho CRM account. Click Setup (by clicking the Spanner icon in the new UI) at the top right corner.
• Go to Customization and click Modules. Click on the module you want to sync (Contacts and/or Accounts).
• Add a Custom field and select the type as Checkbox. Drag and drop the checkbox field onto your module.
• Enter the label name for the checkbox as Zoho Spend.
• Now, when you edit an existing account/contact or create a new one, a checkbox named Zoho Spend will be displayed.
• Edit the accounts/contacts which you want to move to Zoho Spend, and mark the Zoho Spend checkbox in each one.
• Once this is done, create a new view under Accounts or Contacts depending on which of these modules you’ve selected for sync.
• Specify the criteria as Zoho Spend 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 will be listed in the dropdown. Select the view you created above to proceed with the sync.