## Documentation Index

Access the complete documentation index at:
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# How do I sync only specific accounts or contacts from Zoho CRM to Zoho Books instead of syncing all the records?

To sync only specific accounts or contacts from Zoho CRM to Zoho Books, first create a custom checkbox field in the Accounts or Contacts module. This field acts as a filter to identify the records that should be synced. Select the checkbox only for the accounts or contacts that you want to sync to Zoho Books. Then, create a custom view that includes only these records. During the integration setup in Zoho Books, you can configure this custom view to sync only the accounts or contacts in it.

To create a custom field in Zoho CRM to filter records during the sync:

*   Log in to your Zoho CRM account.
*   Go to **Setup**.
*   Select **Modules and Fields** under _Customization_.
*   From the Modules tab, select the **Accounts** or **Contacts** module.
*   In the next page, click **Standard** under the _Layouts_ tab.
*   Drag and drop the **Checkbox** field from the _New Fields_ pane, then rename it to **Zoho Books**.
*   Click **Save**.

Once you’ve created the custom field, a custom checkbox field named **Zoho Books** will appear when you create or edit an account or contact in Zoho CRM. Check the field for the accounts or contacts that you want to sync to Zoho Books.

Next, you need to create a custom view that includes only the accounts or contacts you want to sync from Zoho CRM to Zoho Books. Here’s how:

*   Log in to your Zoho CRM account.
    
*   Go to _Sales_ on the left sidebar and select **Accounts** or **Contacts**.
    
*   Click the **More Custom View** icon next to the _All Accounts_ filter, then select **New Custom View** from the dropdown.
    
*   Enter a name for the custom view and select **Zoho Books** in the first dropdown, **is** in the second dropdown and **selected** in the third dropdown.
    
*   Click **Save**.
    

All the accounts or contacts with the custom checkbox field selected will appear in this view. To sync only the Accounts or Contacts in this view:

*   Go to **Settings**.
*   Select **Zoho Apps** under _Integrations_.
*   In the _Zoho App_s page, click **Show Details** next to Zoho CRM.
*   In the _Connect Zoho CRM_ page, navigate to the _Configure Modules to Be Synced_ section, and click **Edit** for the Accounts or Contacts module.

![Zoho CRM integration with Books Edit option](/books/kb/images/integrations/zohobooks-crmintegration-edit.png)

*   In the _Connect - Accounts/Contacts in Zoho CRM_ page, navigate to the **Select the view to be synced** section.
    
*   Click the dropdown and select the custom view that you created in Zoho CRM.
    
*   Click **Save and Sync**.
    

During the sync, only the accounts, contacts, or accounts and their associated contacts included in the selected custom view will be synced from Zoho CRM to Zoho Books.