General
Zoho Books 2 Xero Extension
User Guide Table of Contents 1. Documentation Control 4 2. Introduction 4 3. System Overview 4 3.1 System Details 4 3.2 System Features 4 4. Getting Started 5 4.1 Setup Configuration 5 4.2 Accessing the System 5 5. Using the System 5 5.1 Dashboard 5 ...
How check SMS credit or subscription status
You can see the SMS credit in your Burst SMS portal. Just login in your bust SMS portal, you can see the balance in top right corner. You can see the plugin subscription status in CRM . CRM > Settings > Marketplace > All > Installed > Plugin ...
Zoho CRM 2 Moodle: Installation and User Guide
Installation Steps: Login into Zoho CRM using your admin login. Go to Zoho Marketplace and search for 'Moodle for Zoho CRM' extension. Click install. Once installed then set the following extension settings: Moodle API URL: e.g: ...
Zoho CRM 2 Moodle User Guide
Overview This article will run you through the steps to using the Zoho CRM 2 Moodle extension. Creating Moodle Users Once this extension has been installed into the CRM, two fields will be created in the Contacts Module: Status (Picklist: Pending and ...
FAQ
What are the basic requirements for this extension? To use our Zoho CRM 2 Moodle (Basic) extension, you need an active Zoho and Moodle account. How much is this Zoho Extension? Our Zoho CRM 2 Moodle extension costs $5 per month or $55 annually. What ...
How to uninstall the Extension
Please login into your CRM account Go to your CRM Settings > Marketplace > All > Installed Section Please click the uninstall button to uninstall the extension. Please check the below screenshot to get a more clear picture. If you have any more ...
Lead 2 Vendor (Basic) Overview
Introduction Lead to Vendor (Basic) is an extension developed by Oscillosoft that allows Zoho CRM user to create a vendor & contact for a lead by a single click from a particular lead details page. Key Features Converts a single lead into its ...
How to uninstall the Extension
Please login into your CRM account Go to your CRM Settings > Marketplace > All > Installed Section Please click the uninstall button to uninstall the extension. Please check the below screenshot to get a more clear picture. If you have any more ...
FAQ
Q.1 What are the basic requirements for this extension? To use our Lead 2 Vendor (Basic) extension, you need to have an active Zoho CRM account. Q.2 How much does the extension cost? The Lead 2 Vendor (Basic) extension will help you to c onvert your ...
How to Convert a Lead to Vendor and Contact
This article will show you the steps on how to convert a lead from the Leads module to a vendor in the Vendors module and a Contact in the Contact module using our Lead 2 Vendor (Basic) extension. The Process Workflow The process is simple as the ...
Zoho CRM 2 Direct SMS
Overview Zoho CRM 2 Direct SMS is an extension developed by Amigo Informatics that allows users to send SMS from Zoho CRM Leads, Contacts, and Potentials Modules. Users can send custom SMS to individual customers or can send bulk SMS to up to 100 ...
Direct SMS Features
5. Direct SMS Features 5.1 SMS Templates 5.1.1 SMS Templates Go to SMS Templates to view your existing templates and to add new templates. You can see the list of all the templates available, you can click on them and edit accordingly. Warning: ...
Direct SMS Notes
6. Notes 6.1 Notes All the mobile numbers in CRM should be the international format -> +61451411066 (For Australia) -> +6545141166 (For Singapore) Do not use this format 61 451 411 066. (Spaces between numbers won’t triggers SMS) You can select up to ...
International mobile number formatting for Direct SMS
Direct SMS extension for ZOHO CRM Numbers being sent through ZOHO CRM using the Direct SMS extension require the correct international number format to be entered before messages can be sent. If you set an invalid number format no validation error ...
Direct SMS FAQ
FAQ Q1. How much is Direct SMS? Direct SMS can help increase your work productivity for $5/month Q2. What does $5/month provide me? The $5/month is the cost of covering the Direct SMS plugin operating within your Zoho CRM. This is separate from the ...
AFEX Global Payments Installation
How to install the AFEX payments extension The AFEX global payments extension comes with a cost-free setup process. Here's what you need to get started A Zoho Books account A AFEX trading account If you have both of these already setup then find the ...
AFEX Global Payments User Guide
Send global payments with the AFEX global payments widget You can easily and efficiently pay invoices to your vendors around the world in virtually any currency through AFEX without leaving Zoho Books. This article will run you through the two-part ...
FAQ
Here is a handy FAQ that we have made to address some common questions and issues. Hopefully, you find the answer to your questions here. If this FAQ doesn't provide you with a solution, please email extension@oscillosoft.com.au with your issue. ...
How to create Sync view Button
Firstly you have to log in to your CRM - sync view button is required for the below modules in your CRM Invoice Account Product At first, go to Invoice, Click the dropdown box, and select create a view. Rename the field to <sync view button> Set the ...
Zoho CRM 2 Saasu : Installation Guide
Overview This guide is designed to give you a detailed and comprehensive rundown of the Zoho CRM 2 Saasu extension portal setup process.If any questions or confusions arise throughout the course of this guide, please send an email to ...
Error
1. Exception error coming up during data fetch - If you get above error during fetch your data, please reconnect the Saasu app and try again.
FAQ
Q.1 What are the basic requirements for this extension? To use our Zoho CRM 2 Saasu extension, you need an active Zoho and Saasu account. Q.2 How much does the extension cost? The Zoho CRM 2 Saasu Integration is a tool for productivity & efficiency. ...
Sync Invoice without tax
Firstly, make sure, GST free income is mapped correctly in the extension portal. Now follow below steps to create a product and select the tax in the invoice. Step 1: Select No tax – 0.0% in product You should select all the tax option so you will be ...
Zoho CRM2Xero - Troubleshooting Guide
Sometimes you can have error messages to sync your module. Basically the extension created based on few rules, so there are few required fields you have to fill up, without required data it won't sync and you will get error message. Don't panic, just ...
Error Messges
Error - 1 Solution: Our Xero2Zoho plugin only syncs New Data and the data that has been updated after the last sync is done. To sync the data, you must have to make changes on it or simply "edit" and "save" will work too.
How to uninstall the Extension
Please login into your CRM account Go to your CRM Settings > Marketplace > All > Installed Section Please click the uninstall button to uninstall the extension. Please check the below screenshot to get a more clear picture. If you have any more ...
Lead2Vendor (Advanced) Overview
Overview Lead to Vendor (Advanced) is an extension developed by Oscillosoft that allows Zoho CRM user to create a vendor & contact for a lead by a single click from a particular lead details page. Key Features: ● Converts a single lead into its ...
Demo - Lead2Vendor (Advanced)
You can see a complete introduction of this plugin in this video - Demo video The Lead to Vendor widget for Zoho CRM is an extension developed by Oscillosoft that allows Zoho CRM users to create a vendor and contact from a lead with a single click ...
Lead 2 Vendor (Advanced) User Guide
Overview This is a handy guide on how to convert a sample “Lead” to “Vendor” using Oscillosoft’s Lead 2 Vendor (Advanced) extension. Converting a Lead to a Vendor Select a desired Lead for conversion Click “Convert to Vendor” from the drop down menu ...
Troubleshooting
Error: Select Vendor option. Solution: Company is mandatory field for vendor, So you have to make Company field active for your Lead module, otherwise the plugin will be unable to convert the lead and you will get the above error. Please be mindful - ...
FAQ
Q.1 What are the basic requirements for this extension? To use our Lead 2 Vendor (Advanced) extension, you need to have an active Zoho CRM account. Q.2 How much does the extension cost? The Lead 2 Vendor (Advanced) extension will help you to convert ...
Installation Guide - Address checker for Zoho CRM using Google Maps
Install the Extension You can either go to the Zoho Marketplace and install the extension or log in to your Zoho CRM account to install. To install the extension Click Setup > Marketplace > Extensions > All. All the installed extensions are listed. ...
GoogleMap API key
How to find Google Map API Key? You have to generate an API key from the google site, You can find the step-by-step instructions of "how to generate the API Key" Is Google Map API service free of cost? Google’s Map API is Now a Paid Service, But the ...
Address checker for Zoho CRM using Google Maps - Demo
You can see a complete introduction of this plugin in this video - Demo The Address checker for Zoho CRM using Google Maps extension for Zoho CRM reduces your keystrokes and auto-populates customer details. This extension can be used in the Leads, ...
FAQ
Q1. How much is Address checker for Zoho CRM using Google Maps? Address checker for Zoho CRM using Google Maps can help increase your work productivity for $7USD/month/organization. We offer a 10% discount on yearly subscription. Q2. What are the ...
Uninstall the Address checker for Zoho CRM using Google Maps extension
You can uninstall the Address checker for Zoho CRM using Google Maps extension whenever you wish. Remember that deleting this extension will delete all its associated data. To uninstall the Extension Click Setup > Marketplace > All. Please click the ...
How to find “Address” button in CRM mobile app.
Firstly, Login to your CRM mobile app and go to the dashboard. Step 2: Search your desire module from the search option, here we search and select a lead for example. Step 3: Open a lead details and clicked on red marked (3-dot) option, it will allow ...
Installation Guide - Zoho CRM 2 ClickSend
2. Installation ClickSend SMS Extension Configuration needs to be done in two separate areas. Zoho CRM ClickSend SMS Before you proceed, please ensure you have a ClickSend account. If you have no account yet please signup 2.1 To install ClickSend SMS ...
User Guide - Zoho CRM 2 ClickSend
1.1 How to send SMS The SMS can be sent to the below modules. LEAD CONTACT DEALS POTENTIAL and CAMPAIGN For this user manual we will be using the Lead module as a reference. 1.1.1 Send SMS to individual contact. Go to a particular lead, contact, ...
Demo - Zoho CRM 2 ClickSend
You can see a complete introduction of this plugin in this video - Demo video The ClickSend SMS extension for Zoho CRM allows businesses to send SMS messages from your Zoho CRM Leads, Contacts, and Potentials modules so you can drive customer ...
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