How does Onsight work with Zoho?

This article explains how your Onsight account interacts with your Zoho account after your integration has been activated.

What data gets copied from Zoho to Onsight?

Product data and pricing data flows from Zoho to Onsight.
Customer contact data flows from Zoho to Onsight.
Tax code data flows from Zoho to Onsight.

What data gets sent from Onsight to Zoho?

New customers created in Onsight get sent to Zoho.
Orders created in Onsight get sent to Zoho.
Quotes created in Onsight get sent to Zoho.

Product information

We copy several product data fields from Zoho. Any changes you make to these fields in Onsight will be lost when we copy data from Zoho. Therefore, you should not change any of these fields in Onsight:

  • Product name
  • Product description
  • Cost price
  • Price
  • Taxable
  • Applied taxes
  • Stock on hand
  • SKU
  • Active

Additional product information

Onsight has many additional product fields that you can display in the Onsight app. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Zoho.

  • Product images
  • Product categories
  • Product code
  • Quantity increments/multiples
  • Master products
  • Minimum and maximum order quantities
  • Product custom fields
  • Product availability
  • Product price lists
  • Product discounts
  • Linked products (associated / alternative)

Zoho’s product custom fields

Zoho products can have multiple custom fields. You can request that some or all of these fields be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.

Product images

Some of your products in Zoho might have images. If there is no image in Onsight, we will copy the Zoho image to Onsight. If there is already an image in Onsight, we leave the existing image in place. If you upload new images into Onsight, they will not be replaced.

If you want to replace the images that are in Onsight with new images from Zoho, you can delete the existing images in Onsight and the new Zoho images will automatically be copied to Onsight.

Customer information

We copy several customer data fields from Zoho. Any changes you make to these fields in Onsight will be lost when we copy data from Zoho. Therefore, you should not change any of these fields in Onsight:

  • Company name
  • Active
  • Taxable
  • Applied taxes
  • Billing email address
  • Notes
  • Billing address
  • Shipping address

New customers

If you create a new customer in Onsight or if your create an order for a new customer, the new customer will automatically be created in Zoho. After this, the customer data will be managed in the same way that all other customer data is managed. Zoho will become the master database for the customer data fields listed above. Any changes that you make in Zoho will be copied to Onsight.

Additional customer information

Onsight has many additional customer fields that you can display in the Onsight app or that are used for pricing rules. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Zoho.

  • Customer group
  • Customer custom fields

Customisation

We offer many further customisation options for your integration between Onsight and Zoho. Please see this list of available Zoho customisations for more details.