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Zoho Integration Overview
Zoho Integration Overview

Learn how to connect ZohoCRM to QuotaPath

Updated over a week ago

In this article, we'll walk you through the steps you need to take to ensure your ZohoCRM is properly connected to QuotaPath. Please refer back to these steps and tips as needed.

Before connecting, you'll need the below information about your ZohoCRM account:

  1. Your ZohoCRM edition. If you are not aware of the plan your organization is using, please check with the Admin of your Zoho account to make sure. The options to choose from are:

    1. Free

    2. Standard

    3. Professional

    4. Enterprise

    5. Ultimate

  2. The data center location. This will be based on the domain of your Zoho account. Below are the options you can choose from and the domains associated with each option

    1. US (domain = https://accounts.zoho.com)

    2. AU (domain = https://accounts.zoho.com.au)

    3. EU (domain = https://accounts.zoho.eu)

    4. IN (domain = https://accounts.zoho.in)

    5. CN (domain = https://accounts.zoho.cn)

    6. JP (domain = https://accounts.zoho.jp)

  3. Environment. This will most likely be production. However, the options to choose from are listed below:

    1. Production

    2. Developer

    3. Sandbox

Now that you have all the information needed, you are ready to connect. You can view the following video, or follow the steps below:

  1. Navigate to the integrations page. Click on ‘Settings’ within the left hand nav bar and then ‘Integrations’.

  2. Find the ZohoCRM integration card and click ‘Connect’.

  3. Authenticate with your ZohoCRM account by logging in and clicking “Accept” to allow QuotaPath to access data in your Zoho account.

  4. As you are taken back to QuotaPath you will be prompted a source form to complete your authentication. Here is where you will need all the information from the first section above:

    1. Fill in the ‘Zoho CRM edition’, the ‘Data Center Location’ and the ‘Environment’ to then click Submit and continue:

  5. Now that you are successfully authenticated, click ‘Next’ within the modal to move onto the next stage of completing your integration.

  6. Here you will select your sync schedule and the objects/streams you would like to sync:

  7. Once you select ‘Sync Now’ your data will start flowing into QuotaPath

    1. This could take a few minutes so feel free to close the modal and navigate to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

    2. You will also be able to see your sync status across the top of the integration card under the “Connected Integrations section”

  8. At any point you can click “Edit Settings” or “Resync Now”

    1. “Edit Settings” will allow you to update your sync schedule or any of the streams/objects you have connected

    2. “Resync now” will allow you to kick off a manual sync, ahead of your next scheduled sync time

  9. Once Zoho is connected, navigate to Home or Plans to sync data to a compensation plan in QuotaPath.

If you are having any troubles, please feel free to reach out to our support team, support@quotapath.com, or start a chat from the icon on the lower right hand corner of your page.

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