Zoho CRM Connector with Odoo allows users to move leads, contacts, opportunities, sales orders, and customer information from Zoho CRM into Odoo, facilitating smooth data interchange between the two platforms. By avoiding duplication and matching Zoho CRM fields with matching Odoo records, the module guarantees correct data mapping. For unified company administration, users may quickly import product details, sales pipelines, and client histories into Odoo's database. It also facilitates sales process alignment, multi-company environments, and custom field mapping, guaranteeing CRM-to-ERP data flow within Odoo.
Features
1) Import Contacts from Zoho to Odoo
Imports Zoho CRM contacts into Odoo with accurate details like name, email, phone.
2) Export Contacts from Odoo to Zoho
Exports Odoo contacts to Zoho CRM, keeping both platforms synced with up-to-date records.
3) Import Users from Zoho to Odoo
Imports user data from Zoho CRM to Odoo, ensuring accurate roles.
4) Export Users from Odoo to Zoho
Syncs user data from Odoo to Zoho CRM, ensuring consistency across both platforms.
5) Import Leads from Zoho to Odoo
Imports leads from Zoho CRM to Odoo, tracking potential customers and opportunities.
6) Export Leads from Odoo to Zoho
Exports Odoo leads to Zoho, keeping both platforms updated.
Zoho Connector Module
Create a New Zoho Connector
User can create a new Zoho connector by clicking on the New button. Here User need to add their Client id, Client Secret Key, Redirect URL, and Country Endpoint details and click on Generated URL.
Clicking on "Generated URL" user will be redirected to Zoho CRM access page where user need to click on Accept button.
After clicking the Accept button, The Access token, refresh token, and code are auto-filled, and the user needs to click the Authenticate button to activate the created Zoho connector.
Zoho Connector Activated
Import Contact from Zoho to Odoo
User need to enable "Import Contact" option and click on Contact Scan button to import contact from Zoho to Odoo.
Contacts in Zoho
Import Contact Log
After clicking the "Contact Scan" button, The user can see that the contact was imported successfully and can also view the log history.
Contact Log History
User can see the detailed Contacts import log.
Imported Contact List
User can see the imported contact list.
Export Contact From Odoo to Zoho
User needs to enable the "Export Contact" option and click the "Contact Scan" button to export contacts from Odoo to Zoho.
Export Contact Log
User can view the details of exported contacts in the Contact Log History.
Exported Contact In Zoho
User can see the exported contact list in Zoho contact dashboard.
Zoho Export Partner
User can export contacts from the contacts module by selecting a contact and clicking the "Zoho Export Partner" button.
Zoho Export Partner Wizard
User can see the "Zoho Export Partner" wizard where user can see the type, Zoho connector and Contact list.
User need to click on "Export Contact" button to export selected contact.
Zoho Contact Export Message
User can see a message indicating that the contact export was successful.
Import Users from Zoho to Odoo
User need to enable "Import Users" option and click on "User Scan" button to import users from Zoho to Odoo.
Import Users Log
In User Log History tab user can see the detailed imported user log.
Imported User From Zoho to Odoo Log
User can see the imported user list in detail with date time.
Imported Users
Export Users from Odoo to Zoho
User can also export selected users from Odoo to Zoho by selecting users and clicking on "Zoho Export User".
Zoho Export User Wizard
After clicking on "Zoho Export User" button "Zoho Export User" wizard will be open.
Here User can see the type, can select Zoho connector and can see the export user list and click on "Export User" button to export users from Odoo to Zoho.
Zoho User Export Message
After clicking on "Export User" button the zoho user export message will appear.
Failure Reason
If the export fails, The reason for failure will be updated in the Zoho details section.
Import Lead from Zoho to Odoo
User needs to enable the "Import Lead" option and click the "Lead Scan" button to import leads from Zoho to Odoo.
Zoho Lead Import Message with Log History
User can view the Zoho lead import message and the log of imported leads.
Imported Lead Log History
User can view the history of imported leads by clicking on the Lead Log History tab.
Imported Lead List
Export Lead from Odoo to Zoho
User can export leads from Odoo to Zoho by clicking the "Lead Scan" button. User can also select a salesperson and sales team for the export.
Zoho Lead Export Message
User can see the lead is exported successfully and can also see the export log.
Exported Leads from Odoo to Zoho
Export Leads from Leads Menu
User can export leads from the leads menu by selecting leads and clicking on the "Zoho Export Lead" button.
Zoho Export Lead Wizard
In "Zoho Export Lead" wizard user can select the Zoho connector and can also see the type and export lead list.
User need to click on "Export Lead" button to export leads from Odoo to Zoho.
Zoho Lead Export Message
