The DataLink feature allows you to push additional information from QuoteWerks fields into Zoho when updating the Zoho Deal. This data from QuoteWerks can be used to complete fields in the Zoho Deal such as a customer terms, custom fields, etc. for the customer. Clicking on the [DataLink Setup] button on the Contact Manager Setup window will display the DataLink setup window.
Contact manager data fields can also be inserted into the print layouts so that the data is copied from the contact manager and then printed on your quote without being stored in the quote itself.
Setup
To setup the DataLink, click on Contacts-> Setup Contact Manager menu selection. Highlight (if not already highlighted) Zoho and click on the [DataLink Setup] button on the window.
The DataLink Setup window will open. If you have not created a DataLink yet, the field will be blank:
Create, Edit, Delete DataLinks
The three icons on the top left of the window will allow you to create (
), edit (
), and delete (
) DataLinks.
Creating a new DataLink
In the following example we are going to walk through how to push the Contract Start date field from QuoteWerks and have it populate a custom field in Zoho. You can push this and many other fields through the DataLink mapping window. You will need to create a new DataLink for each field you would like to populate however.
Step 1: Click on the create () button.
Step 2: On the next window (DataLink Mapping), change the first drop-down menu to CRMOppHeader_CreateUpdate to choose to push a DocumentHeader field from QuoteWerks to the Zoho Deal.
Step 3: Under the External System ID field, change the drop down to Zoho.
Step 4: On the next field of Assign Field Mapping click on the radial button for Write out to External system.
Step 5: The drop down for External System Field as Source will list the fields available from QuoteWerks. Select the field you would like to push from QuoteWerks.
Step 6: Once you choose your QuoteWerks field to write out, choose the Zoho destination field that you would like the data from QuoteWerks to populate in the External System Field as Destination.
Step 7: Click [Ok] to complete the DataLink Mapping.
Editing an existing DataLink
To edit an existing DataLink, highlight the link and click on the edit () button. This will open the DataLink Mapping window and allow you to change any of the fields previously set for that DataLink.
Deleting an existing DataLink
To delete an existing DataLink, highlight the link and click on the delete () button. This will remove that specific DataLink from your system. Please note, this cannot be undone.
Disabling a DataLink
Disabling a DataLink will let users disable the DataLink from working without having to remove the link. This is very useful if you need to stop a DataLink from working for a period of time, but do not want to remove it from the DataLink list.
To disable a DataLink, highlight the DataLink and click on the checkbox for Disable DataLink. Uncheck it to re-enable the DataLink.