simPRO - Zoho CRM Integration - SyncEzy Portal User Guide - Sync Data

simPRO - Zoho CRM Integration - SyncEzy Portal User Guide - Sync Data



Integration Portal User Guide

simPRO - Zoho CRM Integration - Sync Data


The Sync Data button is the first function in the SyncEzy simPRO - Zoho CRM Integration Portal.



The Sync Data button is used when data needs to be manually pushed, in the event that the automatic sync did not work or if you want the sync to work faster.

The Sync Data button is used for the following functionalities:

  1. Sync Modified Customer and Quotes Data from simPRO to Zoho - When a Customer record or Quote record in simPRO is modified, this button will check for all the modified records and then push the updated information to Zoho.
  2. Sync Modified Sites Data from simPRO to Zoho - When a Site record in simPRO is modified, this button will check for all the modified records and then push the updated information to Zoho. This will also sync the Contact related to the Site in Zoho.
  3. Sync Modified Invoices Data from simPRO to Zoho - This is a functionality that is comparatively used much lesser. But if Invoice syncing has been enabled for your account, the modified Invoices in simPRO can be pushed to your Zoho account.

This function operates automatically every 15 minutes, so it only needs to used if a sync is required immediately.



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