zoho mail integration zoho books projects tasks

#Zoho mail integration zoho books projects tasks update

Schedule the integration by setting the integration schedule either by hours or days.Selecting no will push worklogs irrespective of the status. Select if the worklogs should be pushed only for closed requests/problems/changes/problems.Configure field mapping between the integrated product and SDP-MSP worklog by typing down the field from the integrated product in the description box and choosing the description variable from the list.Choose the date from which the worklogs should be synced.Specify whether the worklog time should be mentioned in Hours and Minutes or Minutes only.Enter the Default Worklog type in ServiceDesk Plus MSP to be used for invoice addition in the integrated product.Select whether you want to export worklogs from Requests, Problems, Changes, and Projects.If you have chosen the Worklog module, follow these steps:.Click Map More Fields option to configure mapping for other fields. If you have chosen the Requester/Account module, choose the fields to map between Zoho Applications and SDP MSP.Under Configure Fields for integration section,.Provide the Organization ID (Only applicable for Zoho Books and Invoice).In the Configure Auth token section, generate the Auth Token and Save it.In the Configuration Wizard, select a Product (Zoho CRM/Zoho Books/ Invoice) and a Module (Requesters/Accounts/Worklogs) you want to integrate.Go to Admin > Integrations > Other Integrations.

To integrate SDP MSP with Zoho Applications, Worklogs will be pushed from MSP SDP to ZOHO Apps. The operations will be a one way sync i.e, Accounts and Requesters Data will be pushed from ZOHO apps to MSP SDP.

#Zoho mail integration zoho books projects tasks update

Please note, only Add and Update operations are supported at the moment. In Zoho Invoice and Books, Contacts to SDP MSP Requester sync and Worklogs sync from SDP MSP to Zoho Books is supported. In Zoho CRM, Accounts to SDP MSP Accounts sync and Contacts to SDP MSP Requester sync is supported. Zoho Integrations allows you to integrate SDP MSP with some of the Zoho applications such as Zoho CRM, Zoho Books, and Zoho Invoice.