Account Options in the Zoho CRM Sage 100 Integration

V. Zoho Sage 100 Integration | Account & Administration Options

ZBrains Dashboard >> Clicking your Username

Clicking your username in the upper right corner of the screen reveals a few other options:

Change Plan: This displays a list of all Zoho CRM Sage 100 integration plans, including your current plan.  You may upgrade or downgrade from one plan to another at any time without any lapse in functionality.  When any plan is upgraded or downgraded, you will receive two emails: One confirming the cancellation of your current plan, and another confirming the beginning of a new service subscription.  All upgraded or downgraded plans will come with new 15-day free trials.

Please note: Your monthly service fee will not be prorated when your new subscription begins after upgrading from an older paid plan.

Help: This link leads to the ZBrains help desk.  Use this link to submit a ticket if you have a general question about setup, or you experience an error that is not addressed elsewhere in the knowledge base.

Logout: Clicking this link will log you out of the integration environment.  The system will automatically log users out after 10 minutes of inactivity, so we advise you to either keep your password handy or have your browser save it for you.

To access the ZBrains dashboard, please click here.


    • Related Articles

    • V. Zoho QuickBooks Integration | Account & Administration Options

      ZBrains Dashboard >> Clicking your Username Clicking your username in the upper right corner of the screen reveals several other options: Change Plan: This displays your current integration plan juxtaposed with other available Zoho QuickBooks ...

    • I. Zoho Sage 100 Integration | Field Mapping

      ZBrains Dashboard >> Mapping This is the default page you’ll see when logging into the Zoho CRM Sage integration dashboard.  From this screen, you can map different fields in each Sage module (fields marked with a green icon with a white "S") with ...

    • III. Zoho Sage 100 Integration | Using Filters

      ZBrains Dashboard >> Filter You may choose to set criteria the Sage 100 integration will apply to all records it attempts to sync if you do not want all new or modified records from a given module to sync.  You may set filters for any available ...

    • II. Zoho Sage 100 Integration | Sync Logs

      ZBrains Dashboard >> Logs You can track which records the Zoho CRM Sage 100 integration has touched by examining the Logs page.  Different log screens are available for each available module, although you will be shown the Accounts screen by default ...

    • IV. Zoho Sage 100 Integration | Settings Explained

      ZBrains Dashboard >> Settings Zoho Authtoken: This field contains the Zoho authentication token used when you filled out the integration intake form.  Please note: The authentication token allows the integration to connect to your Zoho CRM instance, ...