Articles on: Integration

How to sync Zoho deals to XTEN-AV?

To sync your Zoho deals with XTEN-AV projects, first, you need to connect your XTEN-AV account with your Zoho account. There are two ways to sync your Zoho deals 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.

Go to the Deals / Project option. Click on the Pull Deals button under the Deals / Projects Option.

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

Click on the Sync Deals button.

Once clicked on it all your All chosen deals from Zoho will be visible on the XTEN-AV projects.

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 Zoho deals with XTEN-AV, click on the Pull from Zoho button under the Sync tab.

Select the deals which you want to sync from Zoho and click on the Sync button.

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

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Updated on: 02/26/2026

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