{"id":375323,"date":"2023-04-05T11:22:15","date_gmt":"2023-04-05T11:22:15","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=375323"},"modified":"2026-04-07T12:25:22","modified_gmt":"2026-04-07T12:25:22","slug":"cs-cart-zoho-integration-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/cs-cart-zoho-integration-documentation\/","title":{"rendered":"User Guide for CS-Cart Zoho Integration"},"content":{"rendered":"\n<p> <strong><a href=\"https:\/\/store.webkul.com\/cs-cart-zoho-connector.html\" target=\"_blank\" rel=\"noreferrer noopener\">CS-Cart Zoho Integration<\/a><\/strong> module enables the CS-Cart admin to import and export products and customers between the CS-Cart store and Zoho CRM.<\/p>\n\n\n\n<p>Apart from that, the orders of the CS-Cart store can be exported to the Zoho CRM as required.<\/p>\n\n\n\n<p>Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their customer interactions and relationships. <\/p>\n\n\n\n<p>It is part of the Zoho suite of business applications. It is designed to streamline sales, marketing, customer support, and inventory management processes.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Features<\/h3>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Import\/export products between CS-Cart store and Zoho CRM. <\/li>\n\n\n\n<li>Import\/Export customers between CS-Cart store and Zoho CRM.<\/li>\n\n\n\n<li>Import orders from Zoho CRM to CS-Cart.<\/li>\n\n\n\n<li>Export orders from the CS-Cart store to Zoho CRM. <\/li>\n\n\n\n<li>Add a Zoho CRM account in CS-Cart Store using the CS-Cart Zoho Integration plugin.<\/li>\n\n\n\n<li>Option to enable\/disable auto sync of products and customers.<\/li>\n\n\n\n<li>Add multiple Zoho CRM accounts in the CS-Cart backend. <\/li>\n\n\n\n<li>Supports multiple Zoho CRM Data Centers (India, US, Europe, Australia, and Canada).<\/li>\n\n\n\n<li>Works with CS-Cart Ultimate and CS-Cart Multivendor as well. <\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Installation<\/h3>\n<\/div><\/div>\n\n\n\n<p>After you download the add-on, you get one zip file and the install.txt file. Please read it carefully and follow it.<\/p>\n\n\n\n<p>Now, navigate to the admin backend panel via Add-ons<strong>-&gt;<\/strong>Manage add-ons. <\/p>\n\n\n\n<p>Tap on the cog icon, and then tap the Manual installation option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/whatsapp1.webp\" alt=\"Manual installation\" class=\"wp-image-509843\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/whatsapp1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/whatsapp1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/whatsapp1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/whatsapp1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Thereafter, a pop-up appears. Click on <strong>\u201cLocal\u201d<\/strong> to browse the zip file, and then click the <strong>\u201cUpload &amp; Install\u201d<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho2.webp\" alt=\"select zoho crm zip\" class=\"wp-image-509856\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho2.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho2-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After installation of the add-on, you will find the \u201c<strong>Zoho CRM<\/strong>\u201d in the list of available add-ons.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho3.webp\" alt=\"add on in list\" class=\"wp-image-509861\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho3.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho3-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho3-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho3-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Create a Zoho CRM Account<\/h3>\n<\/div><\/div>\n\n\n\n<p><strong>Step 1<\/strong><\/p>\n\n\n\n<p>Initially, the user needs to navigate to the&nbsp;<a href=\"https:\/\/accounts.zoho.in\/register?newsignup=true&amp;servicename=ZohoCRM\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho registration page.<\/a><\/p>\n\n\n\n<p>Here, create your Zoho account page opens up where the user needs to add details such as Name, Email Address, Password, Country, etc.<\/p>\n\n\n\n<p>Then agree to the Terms of Service and Privacy Policy and proceed to Sign Up.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" width=\"579\" height=\"760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Create-a-Zoho-Account-1.png\" alt=\"cs-cart zoho integration Create-a-Zoho-Account\" class=\"wp-image-276772\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Create-a-Zoho-Account-1.png 579w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Create-a-Zoho-Account-1-229x300.png 229w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Create-a-Zoho-Account-1-190x249.png 190w\" sizes=\"(max-width: 579px) 100vw, 579px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Step 2:<\/strong><\/p>\n\n\n\n<p>In the next step, the users will receive a confirmation mail on the mail Id they add while adding the details.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" width=\"549\" height=\"615\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Confirmation-mail-received.png\" alt=\"cs-cart zoho integration Confirmation-mail-received\" class=\"wp-image-276774\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Confirmation-mail-received.png 549w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Confirmation-mail-received-268x300.png 268w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Confirmation-mail-received-222x249.png 222w\" sizes=\"(max-width: 549px) 100vw, 549px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>The email view that the user receives is shown in the image below. The user needs to click on the&nbsp;<strong>Confirm Your Account<\/strong>&nbsp;button.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation.png\"><img decoding=\"async\" width=\"1293\" height=\"658\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation.png\" alt=\"cs-cart zoho integration mail-received-for-confirmation\" class=\"wp-image-276775\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation.png 1293w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation-1200x611.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation-250x127.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/mail-received-for-confirmation-768x391.png 768w\" sizes=\"(max-width: 1293px) 100vw, 1293px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>It redirects to the Email Confirmation page as shown in the image. The user needs to click on the&nbsp;<strong>Verify<\/strong>&nbsp;button.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation.png\"><img decoding=\"async\" width=\"1207\" height=\"621\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation.png\" alt=\"cs-cart zoho integration Registered-Email-Confirmation\" class=\"wp-image-276781\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation.png 1207w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation-1200x617.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Registered-Email-Confirmation-768x395.png 768w\" sizes=\"(max-width: 1207px) 100vw, 1207px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p>This verifies the account and a success message pop-up displays as shown in the image.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/registered-mail-verified.png\"><img decoding=\"async\" width=\"1176\" height=\"582\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/registered-mail-verified.png\" alt=\"cs-cart zoho integration registered-mail-verified\" class=\"wp-image-276782\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/registered-mail-verified.png 1176w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/registered-mail-verified-300x148.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/registered-mail-verified-250x124.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/registered-mail-verified-768x380.png 768w\" sizes=\"(max-width: 1176px) 100vw, 1176px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p><strong>Step 3:&nbsp;<\/strong><\/p>\n\n\n\n<p>Clicking the&nbsp;<strong>Access Your Account<\/strong>&nbsp;button redirects to the Zoho CRM page where the user needs to click on the Get Started for Free button.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page.png\"><img decoding=\"async\" width=\"1290\" height=\"542\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page.png\" alt=\"cs-cart zoho integration Zoho-CRM-page\" class=\"wp-image-276783\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page.png 1290w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page-300x126.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page-1200x504.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page-250x105.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Zoho-CRM-page-768x323.png 768w\" sizes=\"(max-width: 1290px) 100vw, 1290px\" loading=\"lazy\" \/><\/a><\/figure>\n<\/div>\n\n\n<p><strong>Step 4:&nbsp;<\/strong><\/p>\n\n\n\n<p>In doing so, another page as shown in the image below opens up, where the user needs to add the Company Name and the Phone Number.<\/p>\n\n\n\n<p>The user needs to click on the&nbsp;<strong>Get Started<\/strong>&nbsp;button.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1286\" height=\"610\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-CRM.png\" alt=\"cs-cart zoho integration Home-Page-Zoho-CRM\" class=\"wp-image-276785\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-CRM.png 1286w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-CRM-300x142.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-CRM-1200x569.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-CRM-250x119.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-CRM-768x364.png 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>This further navigate the user to the Zoho CRM Homepage as shown in the image below.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1289\" height=\"549\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho.png\" alt=\"cs-cart zoho integration Home-Page-Zoho\" class=\"wp-image-276788\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho.png 1289w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-300x128.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-1200x511.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-250x106.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/12\/Home-Page-Zoho-768x327.png 768w\" sizes=\"(max-width: 1289px) 100vw, 1289px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Creating Client Id and Secret Key | CS-Cart Zoho Integration<\/h3>\n<\/div><\/div>\n\n\n\n<p><strong>Step 1:<\/strong><\/p>\n\n\n\n<p>To create an app navigate to the <a href=\"https:\/\/accounts.zoho.com\/signin?servicename=AaaServer&amp;context=&amp;serviceurl=https%3A%2F%2Fapi-console.zoho.com%2Flogin%3Fserviceurl%3D%252Fadd\" target=\"_blank\" rel=\"noreferrer noopener\">accounts.zoho.com<\/a> site. <\/p>\n\n\n\n<p>Now login to your Zoho account using your Zoho credentials. After that, tap on the Add Client option in the top right-hand corner.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot.png\" alt=\"cs-cart zoho integration add client\" class=\"wp-image-375351\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The image shown below appears.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-1.png\" alt=\"cs-cart zoho integration choose server based applications\" class=\"wp-image-375352\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Step 2:&nbsp;<\/strong><\/p>\n\n\n\n<p>The user needs to click on or select&nbsp;<strong>Server-Based Applications&nbsp;<\/strong>in the above image, which further opens up the&nbsp;<strong>Create New Client<\/strong>&nbsp;page as shown below.&nbsp;<\/p>\n\n\n\n<p>The user needs to add the details such as Client Name, Homepage URL, and Authorized Redirect URIs and click on Create button.<\/p>\n\n\n\n<p><strong>Note-<\/strong>&nbsp;In the given scenario, we need to determine the appropriate URL based on whether the SEO (Search Engine Optimization) Add-on is activated or not. <\/p>\n\n\n\n<p>If the SEO Add-on is activated, we will utilize the URL &#8220;<strong>baseurl\/zoho-authenticate<\/strong>&#8220;. <\/p>\n\n\n\n<p>On the other hand, if the SEO Add-on is not activated, we will use the URL &#8220;<strong>baseurl\/index.php?dispatch=wk_zoho_crm.authenticate<\/strong>&#8220;.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-2.png\" alt=\"cs-cart zoho integration create new client\" class=\"wp-image-375353\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-2.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-2-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-2-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_screenshot-2-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p><strong>Step 3:<\/strong><\/p>\n\n\n\n<p>As the user clicks on the Create button, it redirects to the Client Secret section, where the user can find the Client Id and Client Secret Key.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_client_1000.3NTEGNU35IITYTWPED39HL6FAVOFUPscreenshot-1.png\" alt=\"cs-cart zoho integration client secret\" class=\"wp-image-375355\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_client_1000.3NTEGNU35IITYTWPED39HL6FAVOFUPscreenshot-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_client_1000.3NTEGNU35IITYTWPED39HL6FAVOFUPscreenshot-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_client_1000.3NTEGNU35IITYTWPED39HL6FAVOFUPscreenshot-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/api-console.zoho_.in_client_1000.3NTEGNU35IITYTWPED39HL6FAVOFUPscreenshot-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n<\/div>\n\n\n<p>The Client ID and Client Secret retrieved will be required for configuring the module.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">CS-Cart Zoho CRM Configuration<\/h3>\n<\/div><\/div>\n\n\n\n<p>After successful installation, configure the Zoho inventory account with the CS-Cart store.<\/p>\n\n\n\n<p>Click on the Zoho CRM, and it will navigate to the settings page of the Zoho CRM configuration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho4.webp\" alt=\"Account creation\" class=\"wp-image-509994\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho4.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho4-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho4-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho4-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Here, the admin will &#8211; <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable or disable the Auto Sync\/Default export status for the products and customers. <\/li>\n\n\n\n<li>If enabled, then products and customers will auto-sync from the CS-Cart store to Zoho CRM else you will have to manually export them. <br><\/li>\n\n\n\n<li>Enter the email for auto-synch export for the products, customers, and orders. The email id entered here is the one used for registering at the Zoho CRM. <\/li>\n<\/ul>\n\n\n\n<p>Lastly, tap on the Save button to save the initial configuration settings. <\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Zoho CRM Integration<\/h3>\n<\/div><\/div>\n\n\n\n<p>To add the Zoho CRM account in the CS-Cart backend, navigate through <strong>Websites<\/strong>&gt;&gt;<strong>Zoho CRM.<\/strong><\/p>\n\n\n\n<p>After tapping on the Zoho CRM, you will see a section listing all the added accounts as shown in the snapshot below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho5.webp\" alt=\"Account authentication\" class=\"wp-image-509995\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho5.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho5-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho5-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho5-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Click on the \u2018+\u2019 icon, and it will navigate to another page where you can add the Zoho account details.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho6.webp\" alt=\"Add new zoho account\" class=\"wp-image-509996\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho6.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho6-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho6-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho6-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Here, the admin will &#8211;  <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the Vendor as CS-Cart from the drop-down option.<\/li>\n\n\n\n<li>Enter the Client ID received after creating the app on the Zoho platform. <\/li>\n\n\n\n<li>Enter the Secret Key received after creating the app on the Zoho platform.<\/li>\n\n\n\n<li>Choose the same Data Center that you chose while creating the account at Zoho CRM. <\/li>\n\n\n\n<li> Enter the Zoho Account email address.<\/li>\n<\/ul>\n\n\n\n<p>Afterward, the admin will add the product settings as shown in the snapshot below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho7.webp\" alt=\"product setting\" class=\"wp-image-509998\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho7.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho7-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho7-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho7-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Afterward, the admin will add the order settings as shown in the snapshot below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho8.webp\" alt=\"order setting in zoho\" class=\"wp-image-510000\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho8.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho8-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho8-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho8-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong>&nbsp;The admin can edit and delete any Zoho account from CS-Cart.<\/p>\n\n\n\n<p>Tapping on the authenticate button will redirect you to the Zoho CRM log in. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"528\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-1200x528.png\" alt=\"cs-cart zoho integration authenticate account\" class=\"wp-image-375374\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-1200x528.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-300x132.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-250x110.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-768x338.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate.png 1213w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now, give permission by accepting the same. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"705\" height=\"617\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-1.png\" alt=\"cs-cart zoho integration authenticate\" class=\"wp-image-375375\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-1.png 705w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-1-300x263.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/authenticate-1-250x219.png 250w\" sizes=\"(max-width: 705px) 100vw, 705px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After accepting the same, the account access token and the refresh token will be generated.<\/p>\n\n\n\n<p>After that, you can manage the account as required. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9.webp\" alt=\"managing zoho account\" class=\"wp-image-510003\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Also, if you are looking for an<a href=\"https:\/\/webkul.com\/blog\/top-3-open-source-crm-software-free\/\" target=\"_blank\" rel=\"noreferrer noopener\"> OpenSource CRM<\/a> that can be easily customized as per your business requirements, then you can check out the <a href=\"https:\/\/krayincrm.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Krayin CRM<\/a>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Import\/Export Customers<\/h3>\n<\/div><\/div>\n\n\n\n<p>If the auto-sync functionality in the initial configuration settings is enabled then whenever a customer is created at CS-Cart it will be auto-exported to Zoho CRM as a lead.<\/p>\n\n\n\n<p>If New users register on CS-Cart, it will go to the lead section of Zoho CRM.<\/p>\n\n\n\n<p>Apart from that, the admin can manually import and export the customers between the CS-Cart store and Zoho CRM as required. <\/p>\n\n\n\n<p>To do so, as per the image above, navigate to Zoho Customers(Imported\/Exported).<\/p>\n\n\n\n<p>That brings you to this page-<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho11.webp\" alt=\"customer management\" class=\"wp-image-510007\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho11.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho11-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho11-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho11-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p> Here, you can see the sync source as CS-Cart and Zoho CRM for the customers.<\/p>\n\n\n\n<p>In the top right-hand corner, tap the cog icon to bring up the options for importing and exporting customers between the platforms.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho12.webp\" alt=\"import-export customer\" class=\"wp-image-510009\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho12.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho12-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho12-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho12-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Tapping the import button will show the customers on Zoho CRM. <\/p>\n\n\n\n<p>Here, first, select the customer to import and then tap the Import button to import the customer from Zoho CRM into the CS-Cart Store.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho13.webp\" alt=\"import customer\" class=\"wp-image-510010\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho13.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho13-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho13-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho13-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>For exporting the customers from the CS-Cart store to the Zoho CRM, tap the Export Customer button on the Manage Zoho Customers(Imported\/Exported) page. This brings up the below page. <\/p>\n\n\n\n<p>Here, select the customer that you want to export from the CS-Cart store to Zoho CRM and tap the Export Customer button. <\/p>\n\n\n\n<p>After export, you can see the respective details of the sync source for the customer. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho14.webp\" alt=\"export customer\" class=\"wp-image-510011\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho14.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho14-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho14-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho14-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The customer data is exported to the Zoho CRM leads section.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"546\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/leadimage-1-1200x546.webp\" alt=\"zoho-lead\" class=\"wp-image-492384\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/leadimage-1-1200x546.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/leadimage-1-300x136.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/leadimage-1-250x114.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/leadimage-1-768x349.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/leadimage-1.webp 1289w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>If a lead already exists in Zoho for the customer who placed the order, Zoho automatically converts the lead into a contact.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Contacts_custom-view_477124000000029537_canvas_477124000000266168screenshot.png\" alt=\"cs-cart zoho integration\" class=\"wp-image-375475\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Contacts_custom-view_477124000000029537_canvas_477124000000266168screenshot.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Contacts_custom-view_477124000000029537_canvas_477124000000266168screenshot-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Contacts_custom-view_477124000000029537_canvas_477124000000266168screenshot-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Contacts_custom-view_477124000000029537_canvas_477124000000266168screenshot-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Import\/Export Products<\/h3>\n<\/div><\/div>\n\n\n\n<p>If the auto-sync functionality in the initial configuration settings is enabled, then whenever a product is created at CS-Cart, it will be auto-exported to Zoho CRM.<\/p>\n\n\n\n<p>Apart from that, the admin can manually import and export the products between the CS-Cart store and Zoho CRM as required.<\/p>\n\n\n\n<p>To do so, navigate to Zoho Products (Imported\/Exported).<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-1.webp\" alt=\"product export import\" class=\"wp-image-510012\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho9-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>This brings up this section. Here, you can see the sync source as CS-Cart and Zoho CRM for the products.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho15.webp\" alt=\"product export import on zoho\" class=\"wp-image-510013\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho15.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho15-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho15-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho15-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>In the top right-hand corner, tap the cog icon to bring up the options for importing and exporting customers between the platforms.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho16.webp\" alt=\"managing export-import of products\" class=\"wp-image-510015\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho16.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho16-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho16-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho16-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Tapping the import button will show the products on Zoho CRM. Here, first, select the product to import.<\/p>\n\n\n\n<p> Then tap the Import button to import the products from Zoho CRM into the CS-Cart Store.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"775\" height=\"449\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/import.webp\" alt=\"import products\" class=\"wp-image-510028\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/import.webp 775w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/import-300x174.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/import-250x145.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/import-768x445.webp 768w\" sizes=\"(max-width: 775px) 100vw, 775px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>For exporting the products from the CS-Cart store to the Zoho CRM, tap the Export Product button on the Manage Zoho Products(Imported\/Exported) page. This brings up the page below.<\/p>\n\n\n\n<p>Here, select the product that you want to export from the CS-Cart store to Zoho CRM and tap the Export Product button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho17.webp\" alt=\"product export \" class=\"wp-image-510060\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho17.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho17-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho17-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho17-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After product export, the products are visible under the Products section in the Zoho CRM dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Products_custom-view_477124000000030014_canvas_477124000000266321screenshot.png\" alt=\"cs-cart zoho integration\" class=\"wp-image-375623\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Products_custom-view_477124000000030014_canvas_477124000000266321screenshot.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Products_custom-view_477124000000030014_canvas_477124000000266321screenshot-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Products_custom-view_477124000000030014_canvas_477124000000266321screenshot-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_Products_custom-view_477124000000030014_canvas_477124000000266321screenshot-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Export and import orders seamlessly between CS-Cart and Zoho CRM \u2014 all exported orders will appear directly on your Zoho CRM page.<\/h3>\n<\/div><\/div>\n\n\n\n<p>The orders that have been placed at the CS-Cart store can be exported to the Zoho CRM. <\/p>\n\n\n\n<p>The orders are auto-exported at the time of placing the order at the CS-Cart store if the respective auto-sync setting is enabled for the plugin. <\/p>\n\n\n\n<p>If the customer who has placed the order already exists as a lead in Zoho, then it will be converted automatically into a contact at Zoho.<\/p>\n\n\n\n<p>Otherwise, the admin can select the Export orders button to export the orders to Zoho CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho18.webp\" alt=\"manage zoho orders\" class=\"wp-image-510062\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho18.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho18-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho18-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/zoho18-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After export, the data is visible in the Zoho CRM dashboard Sales Order section. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_SalesOrders_custom-view_477124000000030548_listscreenshot.png\" alt=\"cs-cart zoho integration\" class=\"wp-image-375637\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_SalesOrders_custom-view_477124000000030548_listscreenshot.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_SalesOrders_custom-view_477124000000030548_listscreenshot-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_SalesOrders_custom-view_477124000000030548_listscreenshot-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/04\/crm.zoho_.in_crm_org60020504365_tab_SalesOrders_custom-view_477124000000030548_listscreenshot-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>That\u2019s all about&nbsp;the&nbsp;<strong>CS-Cart Zoho Integration<\/strong>&nbsp;add-on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Support<\/strong><\/h2>\n\n\n\n<p>However, if you still have any questions regarding the&nbsp;<a href=\"https:\/\/store.webkul.com\/CS-Cart.html\" target=\"_blank\" rel=\"noreferrer noopener\">CS-Cart extensions<\/a>&nbsp;or if you have any&nbsp;<a href=\"https:\/\/webkul.com\/cs-cart-development\/\">CS-Cart customization<\/a>.<\/p>\n\n\n\n<p>Please create a support ticket by clicking&nbsp;<a href=\"https:\/\/webkul.uvdesk.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">Webkul Support System&nbsp;<\/a>or send an email to&nbsp;<a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support@webkul.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CS-Cart Zoho Integration module enables the CS-Cart admin to import and export products and customers between the CS-Cart store and Zoho CRM. Apart from that, the orders of the CS-Cart store can be exported to the Zoho CRM as required. Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their <a href=\"https:\/\/webkul.com\/blog\/cs-cart-zoho-integration-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":79,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1496],"tags":[],"class_list":["post-375323","post","type-post","status-publish","format-standard","hentry","category-cs-cart"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CS-Cart Zoho Integration | CRM Connector<\/title>\n<meta name=\"description\" content=\"User guide of cs-cart zoho integration shows how cs-cart admin can import\/export products and customers and export orders as required.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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