Applying Filters in the Sage 100 Zoho CRM Integration

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 module by clicking its name in the left-hand navigation bar.

  • You can access the different sync directions (Sage to Zoho, or Zoho to Sage) from the drop-down menu in the upper right portion of the screen.

Here are the main options available to you in the Filter module:

  • Select Field: This drop-down menu displays a list of fields available inside the corresponding module in Zoho CRM or Sage 100, depending on which module’s page you access.  Selecting a field here tells the integration which field the filter will act upon.
  • Select Condition: This menu displays a list of basic conditions to apply to the field chosen in Select Field.
  • Value: This is a text field you can use to type any information you want the integration to act upon based on your selected field and condition.  If your selected condition doesn’t require a value (e.g., “is not empty” or “is empty”), you should leave the Value field blank.

Use the blue plus symbol (+) to add another record filter in a given module and sync direction.

Use the green Submit button to save and apply any filter you have set.  Click the red Reset button to clear any unsaved filter.  And, use the dark blue Remove All Filters button to remove all filters you have set for the current module and sync direction.

To access the ZBrains dashboard, click here.


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