About the Integration
Our integration provides management of Client and Contact data, with a focus on field mappings between ClientSuccess and external systems. As part of the integration, you'll also have control over sync frequency (how often the data is synced) and sync direction.
Prerequisites
To integrate external systems with ClientSuccess, you must:
- Connect using a log-in with admin-level permissions
- Zoho must be able to support API and connected apps
- You may need to make sure the admin is properly authorized in the external system to self-authorize connected apps
- We also recommend as a best practice, though it is not required, to connect with a log-in used specifically for integrations (i.e. an "API User" or "Operations User").
Functionality
The integration provides the following functionality:
- Define import criteria
- An Import Filter will allow you to specify which customer and contact records will be imported into ClientSuccess
- Can be configured at both the Client and Contact levels
-
- Example: Import customers if their "Account Status = Customer" or "Sync with ClientSuccess = True".
-
- Map company level data to ClientSuccess Clients
- This data will typically come from your "Account" or "Company" object
-
- Example: Client Name (Account Name), Client As Of Date (Customer Start Date), Client Type (Account Type)
-
- Will include CRM ID mapping
- This data will typically come from your "Account" or "Company" object
- Map contact level data to ClientSuccess Contacts
- This data will typically come from your "Contact" object
-
- Example: First Name, Last Name, Title, Email
-
- Will include CRM ID mapping
- This data will typically come from your "Contact" object
- Determine sync direction
- Client and Contact object mappings are controlled separately, meaning it's possible to only pull Client data from Zoho into ClientSuccess while Contact data is only pushing from ClientSuccess into Zoho
- Individual field mappings can also be individually set, meaning specific fields on each object can be set to one direction or the other
-
- Please note that the if the object-level sync direction is set to PUSH or PULL only, it will supersede field-level mappings
- The object-level PUSH AND PULL sync direction will honor each individual field mappings sync direction
-
- Set sync frequency
- Within ClientSuccess, you can determine how frequently ClientSuccess will reference your Import Filter(s) to create and/or update data from Zoho
-
- More frequent PULLS from Zoho will consume more API calls.
- Changes made in ClientSuccess are PUSHED to Zoho in real-time
-
- Within ClientSuccess, you can determine how frequently ClientSuccess will reference your Import Filter(s) to create and/or update data from Zoho
Getting Started
1. Authenticate the Zoho Integration in ClientSuccess
2. Work with your CSM (preferred) or email support@clientsuccess.com to configure your Import Filter(s)
3. Configure Client and Contact field mappings, including sync directions
4. If desired, specify object-level sync directions (standard is PUSH and PULL)
5. Run initial import (highly recommended that this is completed with your CSM)
6. Set object-level poll schedule
***If you are an existing customer and are configuring a Zoho sync for the first time, please reach out to Support to discuss additional steps required in addition to what's listed above***
Comments
0 comments
Article is closed for comments.