Version 23.4.8843

• Establish a Connection
• More Information

You can use the Zoho CRM connector from the CData Sync application to capture data from Zoho CRM and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Zoho CRM, you first must establish a connection to Zoho CRM. Follow these steps to connect Zoho CRM to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Zoho CRM row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Api Version - Select the API version for Zoho CRM. The default value is the latest version of the API.

6. Click Connect to ZohoCRM to connect to your Zoho CRM account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Zoho CRM, see Zoho CRM Connector for CData Sync.