The Zoho CRM Synapse enables data synchronization between Zoho CRM objects and Syncari entities using the Zoho API. After the Synapse is Authenticated, a user can Activate the Zoho CRM Synapse, which enables Syncari to replicate the schema of Zoho CRMand make it available within the Unified Data Model. Using the Pipeline Studio, a user can map Zoho CRM objects to Syncari entities, and Zoho CRM attributes to Syncari attributes. To accelerate the setup and configuration of these pipelines, Syncari provides a default mapping for the standard objects and attributes in Zoho CRM.
If your Zoho security requires you to whitelist an IP you can find that here.
Zoho CRM Setup
Follow these steps in Zoho to prepare the integration between Zoho CRM and Syncari:
1. Navigate to https://api-console.zoho.com/ (you may be prompted to login to your Zoho account)
2. Click Create Now on Server-based Applications client type.
3. Enter the following settings:
- Enter
[Client Name]: Syncari - Enter
[Homepage URL]: https://syncari.com - Enter
[Authorized Redirect URLs]: https://app.syncari.com (Enter this URL for now. You will change it later in the setup)
4. Click Create.
5. Once the app is created, copy the Client ID and Client Secret.
6. Leave this browser tab open for now. You will need to come back to edit the Authorized Redirect URIs.
Synapse Setup in Syncari
1. Navigate to Synapse Studio, find the Zoho CRM synapse and drag it to the canvas.
2. Configure your Synapse parameters
- Enter
[Synapse Name]:This is used as the label name for the Synapse. - Enter
[Endpoint URL]: https://accounts.zoho.com - Enter
[Zoho CRM API Domain URL]: https://www.zohoapis.com - The only option for Authentication Method is OAuth.
- The Sync Rate Limit (Optional) setting default is Off. Enable this setting if you have a need to limit the Sync rate for updates sent to Zoho.
- Schema Refresh (Optional) determines how frequently schema of the entity used as a source, is refreshed during sync. For example, setting this to 5 will refresh the schema after every 5 sync cycles.
3. Click Authenticate.
4. Define your Authentication parameters using the information from the Client that you created earlier in Zoho API Console (https://api-console.zoho.com/)
- Enter
[Client ID] - Enter
[Client Secret] - Click the Generate button to create the OAuth Redirect URL. Copy the redirect URL and go back to the Zoho API Console screen to update the Client configuration.
5. Paste the Redirect URL into the Authorized Redirect URLs attribute on the Client Details tab of the Zoho client setting. Click Update to save the configuration.
6. Now in the Synapse configuration box, click Authenticate. Follow the Zoho popup window prompts to allow access to the Zoho CRM data. Click Accept.
7. Once the synapse is authenticated, click Finish.
8. Click Make Synapse Active.
9. Once the synapse is active, click Close.
Congratulations! You have completed the setup of Zoho CRM.
If you receive any errors message after clicking Authenticate, confirm each of the parameters in the previous steps are configured properly. If the error persists, contact one of our Onboarding and Support team members.