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<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Zoho CRM Integration > Setting Up Zoho Integration > Data Link Setup |
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The DataLink feature allows you to pull or push additional data from specified fields in QuoteWerks and Zoho. This data from Zoho can be used to complete fields in the QuoteWerks document such as a customer profile, the tax rate, customer terms, custom fields, etc. for the customer. Additionally, by being able to push additional data into Zoho Deals, users can also push additional information such as document number, document name, contract dates, and more.
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.
To set the DataLink up for Zoho, follow these instructions: