What can I customise in my Zoho integration?

The Onsight connector for Zoho supports a huge variety of customisation options.

The standard data syncing ensures that:

  • 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
  • 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

All of these data flows can be customised to work exactly how you need them to work.

Here are some common customisations that we have done:

Zoho’s customer custom fields

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

Customer account balances

Accounts receivable outstanding balances (the Outstanding Receivables field) can be copied from Zoho into Onsight. These balances can then be displayed in the app for sales reps to see when they are onsite visiting clients. In addition, the outstanding balances can even be displayed on the order PDFs that get emailed to clients.

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.

Sales rep name on order

We can send the sales rep’s name into the optional custom field that has been created for this in Zoho. This can either be the rep who created the order or the rep that the customer was assigned to.

Zoho order line item sort order

If your orders are printed and used for packing purposes in your warehouse, it becomes important what sort order the line items are displayed when you print or view your orders. The Onsight order line items can be re-arranged and sent to Zoho in any specific order that you choose. The sort order can be based on the product name, SKU, product code, barcode, product category name, quantity, unit price or line item total.

Notification emails for order sync errors

In some rare circumstances, orders can fail to sync to Zoho due to problems with the way the products are configured in either one of the two systems. We can set up notification emails that will alert you to this problem immediately so that you can log into both Onsight and Zoho to resolve the issue.