ZOHO CRM voor EXACTonline
Combineer het beste van twee werelden met ‘Exact Online voor ZOHO CRM’ a Euro 35,00 per maand. Door ZOHO CRM en Exact Online te integreren kun je:
- Account, Contact, Sales Order, Factuur, Incasso’s en gerelateerde Items synchroniseren tussen ZOHO CRM en Exact Online
- Tonen van alle Accounts Receivables en Payables binnen ZOHO CRM per Account
- Segmenteren van uw klanten op basis van gerealiseerde omzet
- Compleet beeld van uw klanten inzien in ZOHO CRM
- Workflows triggeren op basis van trendbreuken in financiële informatie.
Exact Online voor ZOHO CRM nader toegelicht
In de video hiernaast Wordt de integratie tusen EXACTonline en ZOHO CRM Nader toegelicht.
Prijzen
- synchroniseren Accounts, Contacts, Facturen en gerelateerde Items
- 10 dagen trial
- ondersteuning in gebruik
- synchroniseren Accounts, Contacts, Facturen en gerelateerde Items
- 15 dagen trial
- ondersteuning in gebruik
- Doornemen van uw business case en bepalen eigenschappen koppeling
- Bouwen van koppeling
- Overdragen
Exact Online voor ZOHO CRM: een demo
Is ZOHO CRM for Exact Online available in all Exact Datacenters? Like Belgium, UK, USA, Spain, France, Germany?
Yes, it is available on the following Exact Online locations:
Belgium: https://start.exactonline.be
Germany: https://start.exactonline.de
United Kingdom: https://start.exactonline.co.uk
United States of America: https://start.exactonline.com
Spain: https://start.exactonline.es
How about batches? Can i mass-synchronise records? Or Mass update?
NO
That is the short answer here. For data migration, you can use the import/export functions in both Exact Online and ZOHO CRM.
If you mass update a record in Exact Online or ZOHO CRM make sure to switch off the settings for the module/entity you are updating.
I only want to a selection of Accounts and Contacts. Not all of them. What to do?
In ZOHO CRM go to settings/workflows and de-activate the worklows called ‘Sync Accounts’ and ‘Sync Contacts’.
When this is done, only the Accounts and Contacts with related Sales Orders or Invoices will be synchronised.
I get Errors on Countries and Postal Codes. What to do?
Please make sure that you use the field ‘Country’ in ZOHO CRM according to the list of countries in Exact Online (all country codes are here : https://files.degunfactor.com/external/f217cc9b938157e5c5f7dca9cf81b19d51640c9eb1f10f62639ae4369e1748af) and that you use the Postal Code in ZOHO CRM in accordance with the field validations in Exact Online.
It is also possible to create field validations in ZOHO CRM to avoid these Errors.
Does ZOHO CRM for Exact Online sync the 'List Price' in the Item module?
Yes, but due to restrictions on Exact Online side, only one-directional from ZOHO CRM to Exact Online and only once a day.
How do you keep the price of 'Exact Online for ZOHO CRM so efficient?
‘Exact Online for ZOHO CRM’ is a cloud app and development costs are shared between users. No taylor configuration is needed for your case.
We keep the price of ‘Exact Online for ZOHO CRM’ at the rate of one user’s license of ZOHO CRM Enterprise edition.
What are the prerequisites to use 'Exact Online for ZOHO CRM'?
You will need:
– ZOHO CRM – Professional or up
– Active Modules: Accounts, Contacts, Sales Orders, Invoices
– Active Module: Products, all fields active, a.o. ‘Product Category’, ‘Usage Unit’ and ‘Taxes’.
– Exact Online
If you need any additional assistance, please check in with us: https://degunfactor.com/contact-zoho-nederland/
How to install ZOHO CRM for Exact Online?
Try this video : https://degunfactor.com/exact-online-voor-zoho-crm-installatie/
If you need any additional assistance, please check in with us: https://degunfactor.com/contact-zoho-nederland/
We are working in ZOHO Books/Invoice/Inventory. Can we use 'Exact online for ZOHO CRM'?
Yes, you can.
You need a Custom Function to make this work. Feel free to contact us https://degunfactor.com/contact-zoho-nederland/
Is 'Exact Online for ZOHO CRM syncing data biderectional?
Yes. You can choose per module if the sync is one-way or biderectional.
Can we choose which modules are to be synced between ZOHO CRM and Exact Online?
Yes. You can choose per module if data are to be synced or not.
We are working in Exact Globe or Exact Synergy. How can we use 'Exact online for ZOHO CRM'?
‘Exact Online for ZOHO CRM’ works for Exact Online. Any other connection needs to be taylored for you. Feel free to contact us : https://degunfactor.com/contact-zoho-nederland/
We do not have time to install 'Exact online for ZOHO CRM'? Can you help? What are the costs?
Yes, we can help you out. A first call of haf an hour max is free of charge.
We also offer an onboarding package at Euro 399,00 including:
- Consulting on how to integrate the app in your business case
- Installation of the app
- Fieldmapping
- One-hour training session
- Operational support during first use
As a result of errors, the sync is deselected. What to do?
If this is the case, you have also received a mail with the following message. Follow these instructions or contact us for a debugging session :
1 – Check the signals in ZOHO CRM to analyse the reasons for the exceeding amount of Errors.
2 – Change the record(s) that is causing the errors or change the fieldmapping in the settings
3 – Recheck the relevant boxes, in the App’s settngs, as they might have been deselected.
4 – In some cases you will need to re-authorise the Exact Online connection.
Help! 'Exact Online for ZOHO CRM' is not working as it should.
Oops. That is not good news. Please contact us for a trouble shoot session : https://degunfactor.com/contact-zoho-nederland/
We receive error signals that we do not understand
Oops. That is not good news. Please contact us for a trouble shoot session : https://degunfactor.com/contact-zoho-nederland/
Our question is not in the FAQ. Can we have a call or a screenshare.?
Yes, please contact us : https://degunfactor.com/contact-zoho-nederland/