Facilitates easy integration with Zoho CRM in your Magento 2 for automatically synchronizing the store data using Magento 2 Zoho CRM Integration. Helps in increasing the sales and measure performance. Zoho CRM is customer relationship management software that covers almost 2,50,000 businesses in around 180 countries. It helps businesses to generate more sales, engage with the customers and helps boost their revenue. Owing to its popularity, Meetanshi has developed Magento 2 Zoho CRM Integration extension to maintain customer relations. This feature-rich module allows to automatically sync orders, invoices with Zoho CRM. The module is much-needed one that facilitates managing leads and contacts, automating the workflow. Basically, the extension offers three synchronization modes: automated, cron job and manual. Helps keeping track record of reports and stay connected with your potential customers using Zoho CRM Integration for Magento 2. Features of Magento 2 Zoho CRM Integration: - Facilitates easy automation of store data with Zoho CRM in your Magento 2 store. - Offers sandbox mode for testing. - Option to integrate Zoho CRM with Magento 2 using the Client ID and Client Secret obtained at the time of registration. - The admin can select the domain users. - Easily connect Zoho with Magento 2 by accepting terms and conditions. - The admin can choose the website to allow synchronization of data with Zoho CRM. - Option to select the sync mode from the backend such as immediate or Cron job. - Allows admin to set the frequency and run time for cron job sync mode. - Offers to enable debug log. - Backend grid to map Magento 2 taxes with Zoho, allows adding the taxes and then sync them with Zoho. - Option to add invoices, orders, contacts by the admin from the backend by “Add to Queue” mass action. For more information, visit: https://meetanshi.com/magento-2-zoho-crm-integration.html

1. Zoho CRM Integration for Magento 2
User Guide
Table of Content
1. Extension Installation Guide 2. Zoho API Configuration
3. Configuration 4. Website wise Synchronization
5. Vendor Synchronization Settings 6. Campaign Synchronization
Settings
7. Account Synchronization Settings 8. Contact Synchronization Settings
9. Lead Synchronization Settings 10.Products Synchronization Settings
11. Orders Synchronization Settings 12.Invoices Synchronization Settings
13.Developer Settings 14.Tax Mapping
15.Campaign Mapping 16.Sync Queue
17.History Logs 18.Customers, Orders, Products,
Invoices Grid after Synchronization
Zoho CRM Integration for Magento 2 © Meetanshi

2. 1. Extension Installation
● For Magento Marketplace Customers
o Find the Composer name and version of the extension in the extension’s composer.json file.
o Login to your SSH and run:
▪ composer require meetanshi/magento-2-zoho-crm-integration
▪ composer require zohocrm/php-sdk --ignore-platform-reqs
o Enter your authentication keys. Your public key is your username; your private key is your
password.
o Wait for Composer to finish updating your project dependencies and make sure there
aren’t any errors.
o To verify that the extension installed properly, run the command:
▪ php bin/magento module:status Meetanshi_Zoho
o By default, the extension is probably disabled.
o Enable the extension and clear static view files:
▪ php bin/magento module:enable Meetanshi_Zoho --clear-static-content
▪ php bin/magento setup:upgrade
▪ For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
▪ For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
▪ php bin/magento cache:flush
● For Meetanshi Customers
o Extract the zip folder and upload our extension to the root of your Magento 2 directory via
FTP.
o Login to your SSH and run below commands step by step:
▪ composer require zohocrm/php-sdk --ignore-platform-reqs
▪ php bin/magento setup:upgrade
▪ For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
▪ For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
▪ php bin/magento cache:flush
Note:
1. Make sure to configure the cron job to make the extension work smoothly.
Zoho CRM Integration for Magento 2 © Meetanshi

3. 2. Zoho API Configuration
Prior to configuring the extension, you need to configure the Zoho for the API connection.
● First of all, go to https://api-console.zoho.com/ and login with your Zoho CRM account
credentials. Move to the dashboard, add client, select client type as “Server-based
Applications”.
Zoho CRM Integration for Magento 2 © Meetanshi

4. ● Now add client details such as name, home page URL and redirect URL as
https://yoursite.com/zoho/connection/success and click on “Update”.
● Now move to “Client Secret” tab and copy both the client ID and client secret and paste it in
the relevant field in the Magento 2 extension backend.
Zoho CRM Integration for Magento 2 © Meetanshi

5. ● Now move to “Settings” tab and enable data centers as per your requirement.
Zoho CRM Integration for Magento 2 © Meetanshi

6. 3. Configuration
For configuring the extension, login to Magento 2, move to Zoho CRM Integration 🡪
Configuration 🡪 Meetanshi 🡪 Zoho CRM Integration, where you can find various settings to
configure the extension.
● Zoho CRM Integration: Enable or disable Zoho CRM Integration extension from here.
● Sandbox Mode: Set YES to enable sandbox mode for the Zoho CRM Integration.
● Client ID: Enter the client ID you have copied from the Zoho CRM admin panel.
● Client Secret: Enter the client secret you have copied from the Zoho CRM admin panel.
● Domain Users: Select domain users as per your requirement.
● Zoho User Account Email: Enter Zoho user account email ID for the API connection.
● Redirect URL: Enter redirect URL as https://yoursite.com/zoho/connection/success
● After configuring the settings, save the configuration and click “Get Access Token” for the API
connectivity.
Zoho CRM Integration for Magento 2 © Meetanshi

7. ● Sign in with your Zoho credentials and the API will ask to select the CRM’s organization for
the connection.
● You need to accept the terms to allow extension access data in the Zoho account.
Zoho CRM Integration for Magento 2 © Meetanshi

8. ● After the selection of CRM’s organization, you will get the API connection success message.
● After the API gets connected, close the window and refresh the Magento 2 configuration page
and you can see the “Connection Status” as connected.
Zoho CRM Integration for Magento 2 © Meetanshi

9. 4. Website wise Synchronization
Select the website from which you want to synchronize the data in Zoho.
5. Vendor Synchronization Settings
Click on the “Fetch Vendors” button to fetch all the vendors from Zoho account. Once the
vendors are fetched, select one from the dropdown.
6. Campaign Synchronization Settings
Zoho CRM Integration for Magento 2 © Meetanshi

10. To synchronize the Magento 2 campaigns with the Zoho API, configure the settings below.
● Campaign Synchronization: Select YES to allow synchronization of campaigns with Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 campaigns to Zoho.
o Immediately: Syncs campaigns immediately on creation.
o Cron Job: Syncs campaigns on cron job run time and frequency.
▪ Frequency: Select cron job frequency to automate campaign sync with Zoho.
▪ Start Time: Set start time of the cron job based on the set frequency.
Immediately after the synchronization, you can see the campaigns in Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

11. 7. Account Synchronization Settings
To synchronize the Magento 2 customer accounts with the Zoho API, configure the settings
below.
● Account Synchronization: Select YES to allow synchronization of customer accounts with
Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 customer accounts to Zoho.
o Immediately: Syncs customer accounts immediately on creation.
o Cron Job: Syncs customer accounts on cron job run time and frequency.
Immediately after the synchronization, you can see the customer accounts in Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

12. 8. Contact Synchronization Settings
To synchronize the Magento 2 contacts with the Zoho API, configure the settings below.
● Contact Synchronization: Select YES to allow synchronization of contacts with Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 contacts to Zoho.
o Immediately: Syncs contacts immediately on account creation.
o Cron Job: Syncs contacts on cron job run time and frequency.
▪ Frequency: Select cron job frequency to automate contact sync with Zoho.
▪ Start Time: Set start time of the cron job based on the set frequency.
Immediately after the synchronization, you can see the contacts in Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

13. 9. Lead Synchronization Settings
To synchronize the Magento 2 leads with the Zoho API, configure the settings below.
● Lead Synchronization: Select YES to allow synchronization of leads with Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 leads to Zoho.
o Immediately: Syncs leads immediately on account creation.
o Cron Job: Syncs leads on cron job run time and frequency.
Immediately after the synchronization, you can see the contacts in Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

14. 10. Products Synchronization Settings
To synchronize the Magento 2 products with the Zoho API, configure the settings below.
● Products Synchronization: Select YES to allow synchronization of products with Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 products to Zoho.
o Immediately: Syncs products immediately on product creation.
o Cron Job: Syncs products on cron job run time and frequency.
Immediately after the synchronization, you can see the products in Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

15. 11. Orders Synchronization Settings
To synchronize the Magento 2 orders with the Zoho API, configure the settings below.
● Orders Synchronization: Select YES to allow synchronization of orders with Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 orders to Zoho.
o Immediately: Syncs orders immediately on placement.
o Cron Job: Syncs orders on cron job run time and frequency.
Immediately after the synchronization, you can see the orders in Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

16. 12. Invoices Synchronization Settings
To synchronize the Magento 2 invoices with the Zoho API, configure the settings below.
● Invoices Synchronization: Select YES to allow synchronization of invoices with Zoho.
● Sync Mode: Select how you want to synchronize Magento 2 invoices to Zoho.
o Immediately: Syncs invoices immediately on generation.
o Cron Job: Syncs invoices on cron job run time and frequency.
Immediately after the synchronization, you can see the invoices in Zoho.
13.Developer Settings
Select YES to enable debug log.
Zoho CRM Integration for Magento 2 © Meetanshi

17. 14.Tax Mapping
Move to Zoho CRM Integration 🡪 Tax Mapping to map Magento 2 tax classes with Zoho. First
of all, click “Add All Tax Code” button to add all the Magento 2 tax codes to the list in the grid
and then, click “Synchronize” to sync each tax code with Zoho API.
● To see the mapped tax codes in Zoho, click on Settings > Customization > Modules and
Fields.
Zoho CRM Integration for Magento 2 © Meetanshi

18. ● Click on Products > Customize Tax Rates to open the tax code popup.
● You can see the synchronized tax codes in popup.
Zoho CRM Integration for Magento 2 © Meetanshi

19. 15.Campaign Mapping
Move to Zoho CRM Integration 🡪 Campaign Mapping to map Magento 2 catalog rules with
Zoho. First of all, click “Add All Catalog Rules” button to add all the Magento 2 catalog rules to
the list in the grid and then, click “Synchronize” to sync each tax rule with Zoho API.
16. Sync Queue
If your store is already having customers, products, orders, invoices and want all of them to sync
with Zoho after the extension installation, move to Zoho CRM Integration 🡪 Sync Queue. Click
“Add Customers”, “Add Products”, “Add Orders”, “Add Invoices”, one by one in the same order
as mentioned to add all here in the sync queue. Click on “Synchronization” button to sync them
gradually with Zoho.
Zoho CRM Integration for Magento 2 © Meetanshi

20. 17.History Logs
After synchronization is done, the status of each entity is shown with the details on the separate
grid in backend at Zoho CRM Integration 🡪 History Logs. If the data is synchronized right, the
status will be success else if there’s problem during data sync, it will show error status.
Zoho CRM Integration for Magento 2 © Meetanshi

21. 18.Customers, Orders, Products, Invoices Grid after Synchronization
After synchronization of customers, orders, products and invoices in Zoho, if you check the
backend grid of individual, you can see Zoho ID for each entity.
● Customers Grid with Zoho Account ID, Lead ID, Contact ID
After the successful synchronization of customers to Zoho, move to Customers 🡪 All
Customers to see Zoho account ID, lead ID and contact ID. The admin can select multiple
customers and use “Sync to Zoho” mass action to sync them manually.
Zoho CRM Integration for Magento 2 © Meetanshi

22. ● Orders Grid with Zoho Order ID
After the successful synchronization of orders to Zoho, move to Sales 🡪 Orders to see Zoho
order ID. The admin can select multiple orders and use “Sync to Zoho” mass action to sync
them manually.
● Products Grid with Zoho Product ID
After the successful synchronization of products to Zoho, move to Catalog 🡪 Products to see
Zoho product ID. The admin can select multiple products and use “Sync to Zoho” mass action
to sync them manually.
Zoho CRM Integration for Magento 2 © Meetanshi

23. ● Invoices Grid with Zoho Invoice ID
After the successful synchronization of invoices to Zoho, move to Sales 🡪 Invoices to see
Zoho invoice ID. The admin can select multiple invoices and use “Sync to Zoho” mass action
to sync them manually.
Zoho CRM Integration for Magento 2 © Meetanshi