Sage 100 Integration
VI. Zoho Sage 100 Integration | Getting Data to Sync
After familiarizing yourself with the various components of the integration dashboard, we advise you to create a few test records to confirm the functionality of the integration. To do this, please follow these steps: Log into the ZBrains dashboard ...
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 ...
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, ...
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 ...
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 ...