To choose the accounts to be synced between Zoho CRM and SDP MSP
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:
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.
New to ADSelfService Plus?
Related Articles
ZOHO CRM Integration with SDP MSP
Account's Sync : If MSP SDP has exact Account Name as that of CRM's Account Name , then CRM data will be overwritten in MSP SDP. (Note : Address details will be overwritten in MSP SDP). New Account from CRM (which is not in MSP SDP) will be added to ...How to migrate data from SDP to SDP MSP.
Below are the only details which can be exported from SDP and imported to SDP MSP application. 1) You can export request data from ServiceDesk Plus (SDP) using XLS format. Requests -> Goto Admin -> Reports -> New custom report -> Tabular reports -> ...SCP, SDP and MSP Differences
Though ManageEngine has multiple HelpDesk applications, they are developed and targeted for Different markets. Here are few cases to understand the difference between them. HelpDesk Applications in ManageEngine (ME) are as follows : 1. SupportCenter ...ZOHO Reports - Authentication issue Handling - GRID movement
Recently we are facing issues if user saves the Zoho reports configuration page after entering email ID and AT key it throws authentication failure even though the email and AT key is correct. It happens as the registered login is in different grid ...Integrating Zoho Projects with SDP MSP change management
Overview: Automatically creating projects in Zoho Projects based on the changes in SDP MSP keeps everything in sync without manual updates. This means all tasks and updates on a Change are automatically reflected in Zoho Projects, making it easier to ...