How to sync Zoho All Accounts to XTEN-AV?
To sync your Zoho all accounts with XTEN-AV, first you need to connect XTEN-AV account with Zoho account. There is a two ways to sync your Zoho accounts with XTEN-AV.
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.
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Click on the Pull account button under the Accounts Option.
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Choose Accounts that you would like to be pulled (downloaded) from Zoho into your XTEN-AV account and click on the submit button.
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Click on the ‘Sync Account’ button.
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Once clicked on it all your All chosen accounts from Zoho will be visible on the XTEN-AV account.
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Go to the All Account page by clicking on the All Account option under the Accounts & Contacts option from the left navigation menu.
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To sync your Zoho accounts with XTEN-AV, click on the 'Pull from Zoho' button under the 'Sync' tab.
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Select the account which you want to sync from Zoho.
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Click on the 'Sync' button.
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Once you click on it, your Zoho and XTEN-AV account will be synced in a while and you will get a notification.
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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.
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Click on the Pull account button under the Accounts Option.
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Choose Accounts that you would like to be pulled (downloaded) from Zoho into your XTEN-AV account and click on the submit button.
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Click on the ‘Sync Account’ button.
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Once clicked on it all your All chosen accounts from Zoho will be visible on the XTEN-AV account.
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Go to the All Account page by clicking on the All Account option under the Accounts & Contacts option from the left navigation menu.
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To sync your Zoho accounts with XTEN-AV, click on the 'Pull from Zoho' button under the 'Sync' tab.
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Select the account which you want to sync from Zoho.
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Click on the 'Sync' button.
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Once you click on it, your Zoho and XTEN-AV account will be synced in a while and you will get a notification.
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Updated on: 01/10/2023
Thank you!