How to sync XTEN-AV accounts to Zoho?

To sync your XTEN-AV all accounts with Zoho, first you need to connect an XTEN-AV account with a Zoho account. There is a two ways to sync your XTEN-AV all accounts with Zoho.

Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Zoho' option under the 'Integrations' tab.



Click on the Push account button under the Accounts Option.



Choose Accounts that you would like to be pushed (uploaded) from XTEN-AV into your Zoho account



Click on the ‘Sync Accounts’ button.



Once clicked on it all your All accounts from XTEN-AV will be visible on the Zoho account.




Go to the All Account page by clicking on the All Account option under the Accounts & Contacts option from the left navigation menu.



To sync your XTEN-AV accounts with Zoho, click on the 'Push to Zoho' button under the 'Sync' tab.



Select the account which you want to sync from XTEN-AV to Zoho.



Click on the 'Sync' button.



Once you click on it, your Zoho and XTEN-AV account will be synced in a while and you will get a notification.



On the Zoho account, you can see all the Pushed/Updated XTEN-AV accounts under the "Accounts" section.

You will be able to see the accounts that were in XTEN-AV, which are now shown in the Accounts section in the Zoho dashboard.

Updated on: 01/10/2023