Articles on: Integration

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.

Click on the Pull account button under the Accounts Option.

Choose Accounts that you would like to be pulled (downloaded) from Zoho into your XTEN-AV account and click on the submit button.

Click on the ‘Sync Account’ button.

Once clicked on it all your All chosen accounts from Zoho will be visible on the XTEN-AV 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 Zoho accounts with XTEN-AV, click on the 'Pull from Zoho' button under the 'Sync' tab.

Select the account which you want to sync from 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.

Updated on: 01/10/2023

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