How can I change the Projects Portal associated with Zoho CRM?
There may be instances in which you may have to change the Portal associated with Zoho CRM. The only way to do so is to deactivate the current Portal and associate the new Projects portal.
The association of projects under the old portal will be removed on deactivation and the projects in the new portal will be associated with the accounts and contacts instead.
Related Articles
Can I change the portal associated to my CRM account?
Yes, you can change the portal associated with your Zoho CRM account. Please note that only the user with administrative privileges can change the existing portal and associate another portal. Note: While changing a portal, all projects and the ...
Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
Working with Zoho Projects Integration
Create a Project You can create projects for Accounts, Contacts and Deals in Zoho CRM. The users in your CRM account can create or associate projects if they have permission to do so. Note The user should have Create Project permission in Zoho ...
Import Microsoft Projects (MPP / MPX files)
Learn how to import Microsoft Projects files (MPP / MPX) into your Zoho Projects portal. You can plan your project in Microsoft, import them and start collaborating in Zoho Projects. Click in the top navigation bar. Navigate to the DATA ...
What happens if I change the portal associated to my Zoho CRM account?
A portal associated to your CRM account can be changed by a CRM user with administrative privileges. However the integration stops working on changing the portal. If you are changing the portal owner or regenerating the ZSC Key for security reasons, ...