Field Mapping in the Zoho CRM Sage 100 Integration

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 corresponding fields in Zoho CRM (fields marked with stylized Zoho icons).  By default you will be shown Accounts mapping, but you can toggle between available modules by using the blue navigation bar on the left of the screen.

Some fields in Sage are mapped to fields in Zoho CRM by default.  This standard mapping will allow the integration to run for test purposes, so we advise testing the integration by letting it run it once with the standard mapping, then again with any changes you may want to make, in order to check for any errors.

To map a Sage 100 field to an unoccupied Zoho field: Click on the text field beside the field you’d like to map.  A dropdown menu will appear, from which you can select any field you’d like.  You may also begin typing the name of the field you’d like, and the dashboard’s autocomplete feature will leave only field names that contain a match for the string you’ve typed.  Select the Zoho field you'd like to map by clicking it.  Click “Submit” to save any changes.

If a field is occupied and you’d like to delete the mapping: Click the small X to the left of the field name or to the left of the field itself, then repeat the mapping process for an unoccupied field outlined above.

The following buttons are available in every module, regardless of the version you use:

  • Sync Mappable Fields button: This will grab all usable fields both from Sage 100 and from Zoho CRM.  This can be used to sync newly added custom or standard fields from either platform.
  • Reset Default Mapping button: You may use this button to revert to the standard mapping for any module.
  • Reset button:  Use this to clear any changes you’ve made before hitting Submit.  If you’ve already clicked Submit and changed your mapping details, you’ll have to manually make the changes you want and then click Submit again.
  • Submit button: This button saves any changes you’ve made on your mapping screen.

The Static Field checkbox beside every mappable field will delete the Zoho field mapping option from the associated Sage 100 field and allow for hard-coding a value into the field instead.  This means you can only assign a hard value to a Sage field, not a Zoho field, so this feature is useful for Zoho-to-Sage syncs. Possible use case: If every customer tracked in Sage 100 is on the same payment terms, you may choose to mark all payment terms a certain way for customers synced from Zoho to Sage, e.g., “Net 30.”

To access the ZBrains dashboard, click here.


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