$ 56.80
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 1875 |
Technical Name |
sh_zoho_connector |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 1875 |
Technical Name |
sh_zoho_connector |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |















Goto user setting and enable 'Zoho Configuration Manager'.

After that goto zoho credential menu and create zoho user and fill credentials and select your zoho account country.

Click the link and varify your zoho account.

After click on that link you will redirect to zoho login. here if you have not install crm so it will display page like this.

If you have installed crm on zoho, then you have to click on 'Accept'.

Now select account and click Sync Account. After successful importing account you can see log note like this.

Zoho account list.

Imported account [Company (parent)] successful in odoo. (*Marked contacts are odoo's contacts.)

For exporting a company from odoo to zoho. If any new then you can see the count of exported company in log note.

Exported company in zoho.

Enable Import contact and click 'Sync Contact'. After successful importing contact you can see log in log history

Contact list in zoho

Imported contact with its company. (*Make sure you have to first import accounts and then import contacts so it will merge your contact with its company.)

Here we provide some extra fields it will helps to import export proper data. (*Make sure while you create a new contact in odoo you have to add first name and last name).

Here in contact form view, you have a field where you can define a zoho credential so that contact will export to the right place.

You can export mass contacts. Just select contacts list and click on 'Action' and select 'Export Zoho Contacts/Accounts'

After that here in this wizard, you have to select a zoho account where you want to export.

Filter Contacts On 'Not Exported to Zoho'.

Group By Contacts using 'Zoho Config'.

Enable Import Zoho Lead and click 'Sync Leads'. After successful importing leads you can see log in log history

Lead list in zoho.

Imported lead list in odoo.

Here in odoo we provide some extra fields. It will helps to import export leads proparly.

In Lead/Opportunity form view, There is one field 'Zoho Config'. You can just select appropiate zoho config, So that lead will be export to the right place(*while auto export is enable).

You can export mass leads/Opportunities. Just select a list of leads or opportunities and click 'Action' and select 'Export Zoho Leads/Opprtunities'.

After that here just select appropiate zoho account and click 'Export'.

Filter leads based on 'Not Exported to Zoho'.

Leads group by based on 'Zoho config'.

Goto the zoho developer console.

Click on Server-Based Application.

Here create a client. in home page 'yourdomain/home' and in Authorized redirect URIs 'yourdomain/home/crm'. and click create.

After that goto 'Client Secret' tab and copy 'Client ID' and 'Client Secret'. Paste in odoo creds.

Version 18.0.1 | Released on : 7th October 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).
Multi-Languages







Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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