3. Choose Candidates/Contacts/Custom Modules and click New sync. Select one of the three options,

• To sync all Candidates/Contacts/Custom Modules, choose All Candidates/All Contacts.
  
• To sync Candidates/Contacts/Custom Modules from a specific view of your Recruit account, choose Custom view. Click here to create custom view in Zoho Recruit.
  
• To sync based on a criteria set for field values of Candidates/Contacts/Custom Modules, choose Criteria. You can choose this option only in paid versions of Zoho Recruit and Zoho MarketingHub.
  

         

4. Provide a Sync Name for your reference.

Don't Exclude - Opt-out contacts will not be removed.

Remove from Mailing List - Contacts that are deleted from Zoho Recruit will be removed only from the imported mailing list in Zoho MarketingHub.

Remove from Zoho MarketingHub - Contacts that are deleted from Zoho Recruit will be removed from Zoho MarketingHub.

            

7. Exclude converted leads

• Don't exclude - Converted leads will not be removed.
  
• Remove from mailing list- Candidates who were converted to contacts in Zoho Recruits will be removed from the imported mailing list.
  

8.  Select a sync frequency to retrieve data on a daily, weekly, or monthly basis.

9. Select the ideal time for synchronization under Data added after.

10. Upon choosing criteria in step 2, you can define conditions for different fields based on which data will be extracted from Recruits. Using this, you can sync the records by selecting a particular field from modules such as candidates or contacts.

Contacts module is enabled only for Corporate HR account of Zoho Recruit.

Use Case

You want to filter candidates from Information Technology department having minimum experience of 2 years who has passed out in 2015 or 2016. When you specify this criteria using the Criteria Editor, the criteria pattern will be displayed as shown below,

Can I use the same view for multiple syncs?

Yes, you can use the same view for multiple syncs.

How do I sync records from my Clients module? 

1. Log in to Zoho MarketingHub.

2. From the  Navigation toolbar, choose Leads and select Sync services.

   

5. Set the criteria to sync records from the Accounts module.

How do I sync records from my Job Openings module?

To sync records from the Potentials module,

1. Log in to Zoho MarketingHub.

2. From the  Navigation toolbar, choose Leads and select Sync services.

4. Select the Job Openings Fields checkbox.

5. Set the criteria to sync records from the Potentials module.

Mapping fields

Basic fields like email address, first name and last name are mapped by default. You can map other fields according to your requirement by clicking on Map more. You can edit or delete a mapped field by clicking the respective icon displayed beside the mapped field. Click Initiate once you're done.

Remember that the converted candidates will be ignored in all further sync you create irrespective of the module you choose. So, you cannot add those contacts as leads in any of your MarketingHub's mailing lists.

You can have separate mailing Lists for your candidates and contacts. While creating sync with Candidates module, enable this option so that converted candidates will be ignored only from the associated mailing list(candidates mailing list). This way you can add those contacts in another mailing list. 

If you're maintaining a single mailing list for Recruits contacts, then you can disable this option while creating the sync.

If you enable the Exclude email opt-out after initiating a sync, it will be applied only for records that is added after enabling this option. Contacts that are already synced will not be updated.

Use case

Jane initiates a sync "Newsletter" and syncs 50 leads to mailing list "Zylker". Later, she enables Exclude email opt-out records option  for the sync. The next day, she deletes 8 of synced contacts from Recruits. But those leads won't be removed from Zylker as those reocrds were fetched before enabling the option. She could either create a new sync or remove the leads manually.

Sync Limits - Some Use Cases

In this section, we are going to walk through different scenarios you may face while syncing records from Zoho Recruits. Before we get started, let's go over the ground rules on sync limits.

1. Initiate 50 syncs/month – You can initiate 50 syncs/month in your org.

2. On any given day, you can create/initiate or run up to 10 syncs in your org.

3. At any point in time, your org can have up to 10 active syncs. Now, let us take a look at the scenarios you will come across while syncing records.

1. From the  Navigation toolbar, choose Leads module.

2. Select  Sync services tab.

4.  Hover over the sync and click on View Details.

  

Edit field mapping

You can re-map or map more fields for your sync settings by choosing the Edit mapping in the Edit drop down.

Edit retrieval detail

You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Edit retrieval details in the Edit drop down.

Import Details/History

Ignored leads 

How do I change my ZSC Key?

You can regenerate your ZSC (Zoho Service Communication) key by copying the ZSC key from your Zoho Recruit account and pasting it in your MarketingHub account. To change your ZSC key,

1. Log in to Zoho Recruit.

2. Click Settings at the top-right corner of the page and select Setup.

3. Go to Extensions & APIs, and select APIs.

4. Click Zoho Service Communication (ZSC) Key tab and then copy the ZSC  key.

5. Next you will need to log in to Zoho MarketingHub. 

6. From the  Navigation toolbar, choose Leads and select Sync services.

8. Naviagte to Settings tab.

9. Under  Account details and privileges, click on the Edit icon.

10. Paste the ZSC key copied from Recruits in the Update account details and privileges window that appears.