Articles on: Integration

How to sync XTEN-AV projects to Zoho?

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

Go to the 'Deals / Projects' option.

Click on the gear icon, select the documents that you want to send from XTEN-AV to Zoho Opportunity while syncing and click on the save button.

Click on the Push Deals button under the Deals / Projects section.

Choose Projects that you would like to be pushed (uploaded) from XTEN-AV into your Zoho account and click on the Submit button.

Click on the ‘Sync Deals’ button.

Go to the All Projects page by clicking on the All Projects option under the Projects option from the left navigation menu.

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

Select the projects which you want to sync from XTEN-AV to Zoho and click on the 'Sync' button.

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

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

Go to the Zoho account, click on the Deals section.

Updated on: 01/10/2023

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