How to sync Zoho All Accounts to XTEN-AV?

To sync your Zoho accounts with XTEN-AV, you must first connect your XTEN-AV account with Zoho.

To connect with Zoho, please refer to the following guide: https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/

There are two ways to sync your Zoho accounts with XTEN-AV .

Method 1:

Click on the Profile icon located in the top-right corner of the screen, and then select the Settings option from the dropdown menu.

Click on the Integrations option from the left-hand menu bar. Then, select Zoho.

A section will expand under Zoho.

Click on Accounts, then select the Pull Accounts button to proceed.

Select the accounts you would like to pull from Zoho into your XTEN-AV account by checking the box next to each account.

Once selected, click on the Submit button to proceed.

Click on the Sync Account button to proceed.

Once clicked, all the selected accounts from Zoho will be synced and made visible in your XTEN-AV account.

A pop-up notification will appear displaying the message: Done.

Method 2:

Navigate to the All Account page by clicking on the Accounts option from the left navigation menu.

Click on the Sync button located in the top-right corner.

From the dropdown menu, select Zoho, and then click on Pull from Zoho to proceed.

Select the account you want to sync from Zoho by clicking the checkbox left to the account name. Then click on Sync button.

Once you click on it, your Zoho and XTEN-AV accounts will be synced shortly. You will receive a notification once the sync process is complete.

Updated on: 02/26/2026