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, so do not remove this token. If
you need to switch authentication tokens for any reason, please replace a
deleted token with a new one as quickly as possible to avoid any sync
interruptions.
Sync Direction: This tab lists the available module
pairs to sync, according to which version of the integration you’re
using. You can use the drop-down menu to the right of each module pair
to select whether you’d like to sync records in those modules from Zoho
to Sage 100, from Sage 100 to Zoho, both ways (Bi-Directional), or
not at all (Disable).
Please note: Selecting “Disable” for any module
pair will make the field mapping section for that module invisible, so
you won’t be able to make any changes until the sync is re-enabled. We do not advise disabling the sync for essential
(Accounts or Products) modules, as failure to sync those
properly can potentially cause syncing of transactional records to fail.
Sync Historical Data [Annual customers only]: This
tab lists the available modules from which to sync old records. In
the case of this integration, an old record is anything created before implementation; in cases where many records are present in one system and
manually updating them all in order to trigger the integration’s sync
would prove too time consuming, migrating historical data makes sense.
The Module Names heading lists the modules available to sync data from. Sync Date allows for choosing a historical date from which to sync data. The date can be modified across modules. Use the
check boxes to the right of each module to confirm you wish to migrate
data from that module across platforms, and click the Submit button to begin. The Reset button is not used.
Please note: The sync directions for
the Sync Historical Data tab are controlled by the sync directions set
in the Sync Direction tab. If the proper module names do not appear on
this screen (e.g., you see Customers, a QuickBooks module, instead of
Accounts, a Zoho module), please change your preferred sync directions
on the Sync Direction tab and the modules displayed will change
accordingly on the Sync Historical Data tab.
Once your historical data migration tab is activated, you may use the function as often as you’d like.
Sage Settings: This tab mirrors the settings screen completed upon signup; you may access it for reference. The settings contain your Sage 100 username, password, port, company name, and time zone. You may use the "Test Connection" button to test the integration's connection to your server.
Warning: Do not make changes to the Sage Settings section without guidance from a ZBrains technician.
To access the ZBrains dashboard, click here.