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 the Action Page for the first time alone. Customers should map the Account's according to their requirements (Add / Update with the existing accounts in MSP SDP).
- Once an Account is mapped to a CRM Account, that Account Name will be removed from the Mapping MSP SDP list (Action Page).
This is to make sure that the data is mapped with MSP SDP and CRM is correct. Refer Actions page for further details.
Note : Only for the first time sync, new account's will be added to the Action page. After that if a new account is added in the CRM, it will be directly added to the MSP SDP.
New to ADSelfService Plus?
Related Articles
ZOHO assist integration FAQ's
1) ZOHO Assist not working or unable to send emails or exception throws while initiating the session - Users who purchased ZOHO Assist needs to sign up to the https://assist.zoho.com/ with the registered user Email to make the integration work. - ...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 ...Integrating Zoho Projects with SDP MSP change management
PURPOSE: When a change is created or edited as required, a project is created in Zoho Projects respectively. Here is an example of creating a project in Zoho Projects when a change is created under a specific site in SDP MSP. TESTED IN MSP BUILDS: ...Integration with Opmanager MSP - Network and Monitoring tool for MSP's
SDP MSP integrates Opmanager MSP - Network and Monitoring tool for MSP's, for more details refer to the below https://www.manageengine.com/network-monitoring-msp/sdp-msp-integration.htmlADMP integration Issues with SDP MSP
Please check the below if you get any errors while doing integration 1) ADMP application must be accessible from the browser of SDP application server. Similarly, SDP application must be accessible from the browser of ADMP application server. This is ...