What is client account mapping?

Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are automatically associated with the respective matching account in Zoho CRM, thus saving you a lot of time and effort.

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• I skipped Client-account mapping during integration. Can I enable this option later?

  No. Client account mapping is a one-time process. Once you skip this step, you cannot get back to it after integration. The only way to enable this again would be to deactivate the Projects portal integration and configure it again.

• There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?

  The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference. You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and ...

• Client users

  A company or organization for whom the projects are done, is called a client company  E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that ...

• Client Portal - An Overview

  As a recruiter, having a great relationship with your clients is critical for financial success. It's equally important to cut down lengthy email conversations and to ensure smooth collaboration.  In Zoho Recruit's client portal, your clients can ...

• Registering a Client

  Before you get started with authorization and make any calls to the Zoho Recruit API, you need to register your application with Zoho Recruit API. To register: Note:  Use the domain-specific accounts URL to register your application. For ...