## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/sa/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How to integrate Zoho Inventory and Zoho CRM?

You can sync your Zoho Inventory and Zoho CRM using the following method:

*   [Phase 1 - Initiating the Integration](/sa/inventory/kb/integrations/crm-integration-steps.html#phase-1)
*   [Phase 2 - Generating a ZSC key](/sa/inventory/kb/integrations/crm-integration-steps.html#phase-2)
*   [Phase 3 - Finalizing the Integration](/sa/inventory/kb/integrations/crm-integration-steps.html#phase-3)
*   [Phase 4 - Caliberating the Integration](/sa/inventory/kb/integrations/crm-integration-steps.html#phase-4)
    *   Accounts & Contacts
    *   Vendors
    *   Products

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##### Phase 1 - Initiating Integration

*   Navigate to **Integrations**.
*   Select **CRM**.

![CRM integration page](/inventory/help/images/integrations/zom-crm-1.png)

*   Click on the **Connect** button on the right top corner.
*   This will open up the CRM configuration page.
*   Under section 1 - Zoho CRM Credentials, click on the **Connect Zoho CRM** button to proceed.

![CRM configuration page](/inventory/help/images/integrations/zom-crm-2.png)

*   This will trigger a pop-up(Connect Zoho CRM pop-up) asking for your email address and Zoho CRM ZSC key.

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##### Phase 2 - Generating a ZSC key

![CRM pop-up](/inventory/help/images/integrations/zom-crm-3.png)

*   You can generate the ZSC key from the pop-up by pressing on the **Click here to generate ZSC key of Zoho CRM** option.
*   Once you do, a new tab will open up and it will take you to your Zoho CRM account where, your email address and ZSC key will be available there.
*   If you need, you can also regenerate a new ZSC key, by clicking on the **Regenerate Key** option.

![CRM auth page](/inventory/help/images/integrations/zom-crm-4.png)

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##### Phase 3 - Finalizing the Integration

*   Copy the ZSC key, switch to the tab containing Zoho Inventory and paste it on the concerned field in the Connect Zoho CRM pop-up.
*   Click on the **Save** button.
*   If all checks out, you will be greeted by a vibrant success message on top of the details page.
*   Now you can proceed to configure the different modules under this integration.

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##### Phase 4 - Caliberating the Integration

![CRM activated page](/inventory/help/images/integrations/zoho-crm-5.png)

*   You can configure your sync preferences for the contacts and vendors module by clicking on the **Configure Now** button under section 2.

**Accounts & Contacts**

![configuring accounts - top](/inventory/help/images/integrations/crm-configure-c1.png)

![configuring accounts - mid](/inventory/help/images/integrations/crm-configure-c2.png)

![configuring accounts - bottom](/inventory/help/images/integrations/crm-configure-c3.png)

*   On clicking the **Configure Now** button near Accounts module, the connect accounts & contacts page opens up. Here you have 5 different sections to caliberate.
    1.  Select Module in Zoho CRM - here you can choose to sync only accounts, only contacts or both from Zoho CRM. **Note :** This is available only for the contacts module(not available in the vendors module).
    2.  Select the extent of the sync - here you can choose the direction of your sync(data transfer direction).
    3.  Choose how you want to handle duplicate records - here you can clone, overwrite or skip existing records when a sync is established between Zoho Inventory and Zoho CRM.
    4.  Select view to be synced - Here you can add a perspective to the sync.
    5.  Map fields - here you can map the different fields that wish to sync between Zoho Inventory and Zoho CRM.
*   Once you are finished, you can either **Save and Sync** or you can **Save and Sync later**.

**Vendors**

![configuring vendors - top](/inventory/help/images/integrations/crm-configure-v1.png)

![configuring vendors - bottom](/inventory/help/images/integrations/crm-configure-v2.png)

*   On clicking the **Configure Now** button near the Vendors module, the connect vendors page opens up. Here you have 4 sections to caliberate. These are very similar to the last 4 sections of your accounts & contacts.
    1.  Select the extent of the sync - here you can choose the direction of your sync(data transfer direction).
    2.  Choose how you want to handle duplicate records - here you can clone, overwrite or skip existing records when a sync is established between Zoho Inventory and Zoho CRM.
    3.  Select view to be synced - Here you can add a perspective to the sync.
    4.  Map fields - here you can map the different fields that wish to sync between Zoho Inventory and Zoho CRM.
*   Once you are finished, you can either **Save and Sync** or you can **Save and Sync later**.

**Products**

![configuring products - top](/inventory/help/images/integrations/crm-configure-i1.png)

![configuring products - bottom](/inventory/help/images/integrations/crm-configure-i2.png)

*   On clicking the **Configure Now** button near the Items module, the connect Products page opens up. Here you have 3 sections to caliberate.
    1.  Select the extent of the sync - here you can choose the direction of your sync(data transfer direction).
    2.  Choose how you want to handle duplicate records - here you can clone, overwrite or skip existing records when a sync is established between Zoho Inventory and Zoho CRM.
    3.  Map fields - here you can map the different fields that wish to sync between Zoho Inventory and Zoho CRM.
*   Once you are finished, you can either **Save and Sync** or you can **Save and Sync later**.

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