To choose the accounts to be synced between Zoho CRM and SDP MSP

Scenario: When Zoho CRM and SDP MSP is integrated, Accounts created in the CRM will be synced with SDP MSP automatically.

If you do not need all the accounts to be synced with SDP MSP, you can follow the below steps. By following the below steps only the selected accounts will be synced with SDP MSP and not all accounts will be synced.

Steps to follow:

Create a custom view in Zoho CRM and add the subset to the customView. We can send the custom view ID as an extra parameter in API calls to import from custom view accounts in our product

Steps:

1. Login to your CRM account and go to the custom view from which you want to import. The id will be available in the URL.

2. Open the integration.json file present in product home -> plugin-> ZohoCRM.

3. Insert the below JSON object in integration.json by replacing the id with the custom view ID found in the first step

{

"Type": "parameters",

"Value": id,

"Name": "cvid"

}

Ex: {

"Type": "parameters",

"Value": "4628572000000334026",

"Name": "cvid"

}

Here 4628572000000334026 is my customviewid

Insert the above json under DataSource’s params array of the corresponding module.

4. After saving the modified integration.json, restart the product.

Now only the accounts that are created as custom views in ZOHO CRM will be shown.

The above image is the accounts that are filtered under created custom view 1 in ZOHO CRM.

The above image--->After integrating with ZOHO CRM only the custom view 1 accounts are shown in SDPMSP.