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.
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