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Zoho mail zoho books projects tasks1/7/2024 You can now access and download the invoice lists of Zoho Books/Invoice from SDP MSP itself. If the contact has an account name but no site associated with it, then a requester will be created with the default site of that particular account in SDP MSP.įor more information of Zoho CRM integration, refer here.įor more information on Zoho Books/Invoice, refer here.Īccessing the Zoho Books/Invoice invoice list from SDP MSP.If the contact that is to be synced does not have an account name, then it will not be created in MSP SDP.If the contact's Email address is already mapped, then the data will be overwritten.If the contact is not present in MSP SDP, then it will be added directly under the specific account.This is to make sure that the data which is mapped with SDP MSP and CRM is correct. Once you have mapped a CRM account to SDP MSP, that account name will be removed from the SDP MSP mapping list in the Action Page.It will get added/updated in the SDP MSP account. You can map the account's details to the respective MSP SDP account from that page. For the first time, any new account added from CRM, (which is not in MSP SDP) will be listed in the Action Page.During sync, if the MSP SDP has the same account name as that of CRM's, then the CRM data will be overwritten in SDP MSP.Integration Sync information Accounts Sync After this operation any account added in the ZOHO Apps, will be directly added to MSP SDP. Please map the account details from this page to avoid any data mismatch. Note : For the first time after saving the configuration, you will get an alert message saying "Some accounts are not mapped after initial Sync. To disable integration, select the integrated product and the module and click on "Enabled", the integration will be disabled.The integration will be enabled and scheduled. Schedule the integration by setting the integration schedule either by hours or days.Selecting no will push worklogs irrespective of the status. Select if the worklogs should be pushed only for closed requests/problems/changes/problems.Configure field mapping between the integrated product and SDP-MSP worklog by typing down the field from the integrated product in the description box and choosing the description variable from the list.Choose the date from which the worklogs should be synced.Specify whether the worklog time should be mentioned in Hours and Minutes or Minutes only.Enter the Default Worklog type in ServiceDesk Plus MSP to be used for invoice addition in the integrated product.Select whether you want to export worklogs from Requests, Problems, Changes, and Projects.If you have chosen the Worklog module, follow these steps:.Click Map More Fields option to configure mapping for other fields. If you have chosen the Requester/Account module, choose the fields to map between Zoho Applications and SDP MSP.Under Configure Fields for integration section,.Provide the Organization ID (Only applicable for Zoho Books and Invoice).In the Configure Auth token section, generate the Auth Token and Save it.In the Configuration Wizard, select a Product (Zoho CRM/Zoho Books/ Invoice) and a Module (Requesters/Accounts/Worklogs) you want to integrate.Go to Admin > Integrations > Other Integrations.To integrate SDP MSP with Zoho Applications, Worklogs will be pushed from MSP SDP to ZOHO Apps. The operations will be a one way sync i.e, Accounts and Requesters Data will be pushed from ZOHO apps to MSP SDP. Please note, only Add and Update operations are supported at the moment. In Zoho Invoice and Books, Contacts to SDP MSP Requester sync and Worklogs sync from SDP MSP to Zoho Books is supported. In Zoho CRM, Accounts to SDP MSP Accounts sync and Contacts to SDP MSP Requester sync is supported. Zoho Integrations allows you to integrate SDP MSP with some of the Zoho applications such as Zoho CRM, Zoho Books, and Zoho Invoice.
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