How to sync Zoho deals to XTEN-AV?
To sync your Zoho deals with XTEN-AV projects, first you need to connect XTEN-AV account with Zoho account. There is a 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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1ujpg67.png)
Go to the 'Deals / Project' option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1wi7p85.png)
Click on the Pull Deals button under the Deals / Projects Option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1rpb8h4.png)
Choose deals that you would like to be pulled (downloaded) from Zoho into your XTEN-AV and click on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_18d6c4i.png)
Click on the ‘Sync Deals’ button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1bb3jnv.png)
Once clicked on it all your All chosen deals from Zoho will be visible on the XTEN-AV projects.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_46o8a0.png)
Go to the All Projects page by clicking on the All Projects option under the Projects option from the left navigation menu.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1ere6kn.png)
To sync your Zoho deals with XTEN-AV, click on the 'Pull from Zoho' button under the 'Sync' tab.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_13fb5py.png)
Select the deals which you want to sync from Zoho and click on the 'Sync' button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_8yj6jt.png)
Once you click on it, your Zoho and XTEN-AV deals / Projects will be synced in a while and you will get a notification.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1d25b8d.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1ujpg67.png)
Go to the 'Deals / Project' option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1wi7p85.png)
Click on the Pull Deals button under the Deals / Projects Option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1rpb8h4.png)
Choose deals that you would like to be pulled (downloaded) from Zoho into your XTEN-AV and click on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_18d6c4i.png)
Click on the ‘Sync Deals’ button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1bb3jnv.png)
Once clicked on it all your All chosen deals from Zoho will be visible on the XTEN-AV projects.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_46o8a0.png)
Go to the All Projects page by clicking on the All Projects option under the Projects option from the left navigation menu.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1ere6kn.png)
To sync your Zoho deals with XTEN-AV, click on the 'Pull from Zoho' button under the 'Sync' tab.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_13fb5py.png)
Select the deals which you want to sync from Zoho and click on the 'Sync' button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_8yj6jt.png)
Once you click on it, your Zoho and XTEN-AV deals / Projects will be synced in a while and you will get a notification.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1d25b8d.png)
Updated on: 01/10/2023
Thank you!