Integrate with Zoho Suite
in progress
J
Jacob Reek
Update on this? Can I build my own integration if this isn't getting completed sometime soon?
a
alex p
Awesome, however on the import, it doesn't let me choose Customer/salutation etc. So the import draws up errors
Kirk Chisholm
alex p: Does your screen look like this when you try to download the file?
If not, hard refresh your browser as you may not have received todays update yet.
Kirk Chisholm
alex p: You'll need to type the name of the customer in this new window 'exactly' how it appears in your Zoho, then we populate the file with that name and Zoho should recognize it during import.
a
alex p
Kirk Chisholm: Yes, that looks right. The export from portal works, but but the import in zoho books looks for invoice number and invoice date when importing to Sales->invoice
Kirk Chisholm
alex p: Hi Alex. This wasn't designed to import as a Zoho Invoice, but rather a Sales Order. We are taking feedback though and will look to expand it. If it's just a few more fields we should be able to support it. Feel free to record a Loom screen share for us and we can review your process. You can email to kirk@portal.io.
M
Mark Ackerman
Kirk Chisholm: Is there a way to add the download .csv for a Zoho Invoice? I haven't heard back from Yair Cohen with info about his Integration yet. I have a template but every time Portal makes changes with any client information I need to make changes to my template.
Kirk Chisholm
in progress
You'll notice in proposals we now have a 'Zoho Sales Order' in the Download menu. This will allow you to import proposal items into Zoho.
In addition, we have a partner who has started building a Zoho integration to Portal.
M
Mark Ackerman
Kirk Chisholm: Hi Kirk, Tried it and it gives errors. Also, not enough info to be imported when using sales order. I can give you my CSV template to import into items first, then into invoice since items aren't created properly when importing them into Invoice olone.
Kirk Chisholm
Mark Ackerman: Hi Mark. If you can record a Loom screen share of your process, we can take a look. This .CSV version we released was intended to import into a Zoho Sales Order.
A
Alissa Ackerman
Kirk Chisholm:
Here's our current process... We don't have Zoho One yet. https://www.loom.com/share/3a382264ebe94188bc36036f856b3120
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Mark Ackerman
Kirk Chisholm: Hi Kirk- did you want to see our CSV? Let me know where we can send it to. I like to create items as inventory so I can track them better. This allows me to add them as inventory.
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Mark Ackerman
Kirk Chisholm: If your partner needs a beta tester, I volunteer.
Kirk Chisholm
Mark Ackerman: Mark, a few months ago you were copied on an email to Yair, the dealer who is developing the integration. You can reach out to him directly...
Yair Cohen
M
Mark Ackerman
Kirk Chisholm: Thank you Kirk!
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Mark Ackerman
Kirk Chisholm: Hi Kirk - Is there any way you can add the fields for a .csv ZOHO invoice download? This is the biggest bottleneck in my process. There are a lot of fields that are needed but any I can provide any help you may need.
D
Dan Trimboli
Please add a .csv download for clients to import into Zoho
T
Terry Vettas
Yes I agree this a must
C
Cliff McCabe
This is absolutely necessary. Please add this. Zoho One is an incredibly powerful CRM package for integrators
A
Alfredo Pimentel
Please, need this