This is a user guide to walk you through some of the basic functionalities of the Zoho Desk to simPRO extension, an overview on how to install and setup the extension and to detail functionalities of the extension.
Note: This extension is only available to use for customers who have subscribed to SyncEzy’s SimPRO-Zoho CRM integration. If you do not have this subscription, please go to our Zoho Desk to SimPRO (Standalone) guide.
Create a new Quote or a New JOB or Convert a Quote to a Job in simPRO.
Link ticket to an existing Job or Quote in simPRO. Ticket information and link is stored in the Activity Timeline of the Quote/Job.
Transfer ticket information to the Quote/Job such as the description, due date, automatically lookup and link the Customer and Site in simPRO.
Searches the email from the Zoho Desk ticket in the CRM Accounts module and fetches the simPRO customer record. If the record is not found in Accounts, the customer is searched for in the CRM Contacts module (Individual Customer or parent of Customer Contact)
Sites will also be checked against the customer record in CRM, and associated with the Quote/Job. If there are no sites found, a default site is associated.
Creates new customers if not found in simPRO using the email address from Desk (optional).
SimPRO Multi-company support. Choose the company from the dropdown list to send a Quote/Job to that company in simPRO.
The extension can be installed from the following links:
Once the extension is installed, it will take you to the Extension details screen.
You will get a popup on the top right corner asking you to authorize your account for Zoho OAuth service. Click on Authorize and accept the permissions requested in the window that opens.
You should get a success message in the corner when this is done.
Here you need to set the Default Site ID to create a Quote or a Job. A Site and a Customer are mandatory fields for creating a Quote or Job. In the event the Customer does not have a Site, the Default Site configured will be linked to the Quote/Job instead
You will need to create a default site in simPRO, retrieve the Site ID and then add the ID in this field. You can also choose another Site if you wish, simply add that Site’s ID in this field.
This field is used to fetch the Site associated with the Contact when creating a Quote or Job. The extension will search for the Site under the related list and link the found Site under the Contact. If there are multiple sites, the first Site found will be linked. If there is no site linked with Contact, the extension will use the Default Site.
You can find the API name by going to CRM > Setup > APIs > API names > Contact > Related List.
This field is used to fetch the Site associated with the Account when creating a Quote or Job. The extension will search for the Site under the related list and link the found Site under the Account. If there are multiple sites, the first Site found will be linked. If there is no site linked with Account, the extension will use the Default Site.
You can find the API name by going to CRM > Setup > APIs > API names > Account > Related List
This is used to connect your Zoho Desk account with your simPRO build URL.
For example, https://syncezy.simprosuite.com. In this example, we choose “syncezy” as the value to enter.
If you don’t have a multi-company setup, enter 0 - company name here. If you wish to link only one company, you will need to enter the company ID - company name (eg. 4 - SyncEzy).
If you have multi-company in simPRO, enter in this format: company ID - company name (eg. 6 - SyncEzy). For more companies, add the same with a comma separator (eg. 6 - SyncEzy, 7 - Zoho,..., etc).
simPRO Company IDs can be found by going to simPRO > Setup > Company
Note: Avoid using commas and dashes in the company name as these are specifically used as delimiters.