{"id":538061,"date":"2026-05-11T12:54:53","date_gmt":"2026-05-11T12:54:53","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=538061"},"modified":"2026-05-11T12:55:00","modified_gmt":"2026-05-11T12:55:00","slug":"erpnext-zoho-crm-connector-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/erpnext-zoho-crm-connector-documentation\/","title":{"rendered":"User Guide for ERPNext Zoho CRM Connector"},"content":{"rendered":"\n
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Introduction<\/h2>\n<\/div><\/div>\n\n\n\n

ERPNext Zoho CRM Connector<\/a> helps you connect your ERPNext system with Zoho CRM. It allows you to manage your CRM data from one place without switching between platforms.<\/p>\n\n\n\n

You can easily sync data like contacts, leads, deals, and products between ERPNext and Zoho CRM. This keeps your data updated and consistent in both systems.<\/p>\n\n\n\n

The module uses secure OAuth2 authentication and smart data mapping to handle records. It also ensures smooth data flow with proper control and access management.<\/p>\n\n\n\n

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F<\/strong>eatures<\/h2>\n<\/div><\/div>\n\n\n\n
    \n
  1. Connect ERPNext with Zoho CRM using secure OAuth2 authentication
    <\/li>\n\n\n\n
  2. Sync contacts, leads, deals, and products between Zoho CRM and ERPNext
    <\/li>\n\n\n\n
  3. Import and export data in both directions with automatic record updates
    <\/li>\n\n\n\n
  4. Automatically match records using email to avoid duplicate data
    <\/li>\n\n\n\n
  5. Track synced records using entity mapping between both systems
    <\/li>\n\n\n\n
  6. Manage Zoho CRM connections with status tracking and validation
    <\/li>\n\n\n\n
  7. Support multiple Zoho data centers like US, EU, India, China, and Australia
    <\/li>\n\n\n\n
  8. Restrict access using role-based permissions for secure integration<\/li>\n<\/ol>\n\n\n\n
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    Installation<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n

    1. After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.<\/p>\n\n\n\n

    2. Extract the downloaded ZIP file, and you will see a folder named \u2018wk_zoho_crm_connector\u2019.<\/p>\n\n\n\n

    3. Set up the module in your Git repository.<\/p>\n\n\n\n

    4. If the app is hosted on GitHub, fetch it using the command:<\/p>\n\n\n\n

    bench get-app --branch main\nhttps://github.com\/your-account\/erpnext_zoho_crm_connector.git<\/pre>\n\n\n\n