Before syncing data from Zoho CRM, you need to map the Zoho Recruit modules and fields with the corresponding ones from Zoho CRM.
To map Zoho Recruit modules with Zoho CRM:
- Navigate to Setup > Marketplace > Zoho Apps > Zoho CRM.
- Select either 1-way Sync or 2-way Sync.
- Under the Sync Zoho CRM data to Zoho Recruit section, select the Zoho CRM module corresponding to the Zoho Recruit module from the dropdown list.
To map Zoho Recruit fields with Zoho CRM:
- Navigate to Setup > Marketplace > Zoho Apps > Zoho CRM.
- Select either 1-way Sync or 2-way Sync.
- Under the Sync Zoho CRM data to Zoho Recruit section, click the Sync Settings (icon) link provided next to the module to map the Recruit fields.
Note: Cross Modules and Custom Modules cannot be synced. - Select the Zoho CRM view. If you're setting up 2-way sync, select the corresponding Zoho Recruit view as well.
- Map the Zoho Recruit fields with the corresponding Zoho CRM fields.
- Click Save.
- Click Sync Now.