Prerequisites


1. You need to have a Zoho CRM account.  The compatible editions are

    • Standard
    • Professional
    • Enterprise
    • CRM Plus
    • Zoho One
    • Ultimate


2.     You need to have a Zuper account. If you do not have an account, please submit the form at - https://zuper.co/free-trial to request for the free trial


Installation Step


1.    Navigate to the Zuper app in the Zoho marketplace at - https://marketplace.zoho.com/crm/zuper-for-zoho-crm

 

 

2.    Click “Install” and the follow the confirmation steps to install the Zuper app. Please ensure you check the “Allow Marketplace vendors to contact….” so that we are aware of your installation and reach out to you for offering better deals and white glove support for the deployment



            

3.    Once the Zuper app is installed, configure the extension

 

      

 

 

3.1    For Zuper Auth Token

  1. Navigate to the Zuper application at – https://app.zuperpro.com
  2. Login with your credentials
  3. Click “Settings” on the left menu and then click “Account Settings”


        

 

    d. Click “API Keys & Webhooks” and then click “+ New API key”


  


e. Give it a name and click CREATE



f. Open the API Key that got generated and copy the key



g. Paste the API Key on the Zuper extension screen in Zoho


3.2  For the Default Job Category

  1. Navigate back to the Zuper account
  2. Click “Settings” on the left menu and then “Job Settings”



c. View the existing categories or create a new category



d. Pick one of the existing categories or create a new category by clicking on
 “+ New Category” and set the default category on the Zuper extension screen in Zoho


4.     Zuper extension in Zoho offers the below capabilities


  1. Sync Zoho Contacts with Zuper Customers
  2. Sync Zoho Leads with Zuper Customers
  3. Sync Zoho Deals with Zuper Jobs


5.     The default settings of the Zuper extension is as follows


6.     Details of the settings are as follows


6.1    Setting:Sync Lead module

  1. Description: Syncs the Lead module with Zuper Customer module
  2. Behavior: When a new Lead is created in Zoho, the Contact from the Lead is mapped to a Customer in Zuper
  3. Field Mapping

Zoho Field

Zuper Field

Zoho Contact First Name  Zuper Customer First Name
Zoho Contact Last Name
Zuper Customer Last Name
Zoho Contact Account Name
Zuper Customer Company Name
Zoho Contact Email
Zuper Customer Email
Zoho Contact Phone
Zuper Customer Work Number
Zoho Contact Home Phone
Zuper Customer Home
Zoho Contact MobileZuper Customer Mobile Number
Zoho Contact Address
Zuper Customer Service Address


Note: You can map any other fields from Zoho Contact into Zuper Customer by creating a custom field in Zuper Customer module with the same name.

d. Default Value: Yes

e. Allowed Values: Yes | No | <blank>

f. Events Supported: Create | Edit

 

6.2    Setting: Sync Contacts module

  1. Description: Syncs the Zoho Contact module with Zuper Customer module
  2. Behavior: When a new Contact is created in Zoho it is mapped to a new Customer in Zuper
  3. Field Mapping:


Zoho Field

Zuper Field

Zoho Contact First Name  Zuper Customer First Name
Zoho Contact Last Name
Zuper Customer Last Name
Zoho Contact Account Name
Zuper Customer Company Name
Zoho Contact Email
Zuper Customer Email
Zoho Contact Phone
Zuper Customer Work Number
Zoho Contact Home Phone
Zuper Customer Home
Zoho Contact MobileZuper Customer Mobile Number
Zoho Contact Address
Zuper Customer Service Address


Note: You can map any other fields from Zoho Contact into Zuper Customer by creating a custom field in Zuper Customer module with the same name.

d. Default Value: Yes

e. Allowed Values: Yes | No | <blank>

f. Events Supported: Create | Edit

 

6.3    Setting: Sync Deal module

  1. Description: Syncs the Deal module with the Jobs module into Zuper
  2. Behaviour: When a new Deal is created in Zoho, the Deal is converted to a Job in Zuper. If the Contact is not already synced from Zoho, it is synced to a Zuper Customer during the Deal to Job mapping. 
  3. Field Mapping


Zoho Field

Zuper Field

Zoho Deal Name Zuper Job Name
Zoho Deal Contact
Zuper Customer
Zoho Deal Contact Address
Zuper Job Service Address


Note:
 You can map any other fields from Zoho Deal into Zuper Job by creating a custom field in Zuper Jobs module with the same name.

d. Default Value: Yes

e. Allowed Values: Yes | No | <blank>

f. Events Supported: Create | Edit

 

6.4    Setting: Deal stage to be synced

  1. Description: Specify the Deal stage to be synced as Job in Zuper
  2. Behaviour: By default, a Zoho Deal is mapped to a Zuper Job irrespective of the Deal stage. But a specific stage can be configured (Ex - Closed Won) and the Zuper Job is created only when the stage is reached
  3. Default Value: All
  4. Allowed Values: All | <specific stage of the Deal in Zoho, ex - Closed Won>
  5. Events Supported: Create | Edit

 

6.5    Setting: Lead stage to be synced

  1. Description: Specify the Lead stage to be synced as Job in Zuper
  2. Behaviour: By default, a Zoho Lead is mapped to a Zuper Customer irrespective of the Lead stage. But a specific stage can be configured, and the Zuper Customer is created only when the stage is reached
  3. Default Value: All
  4. Allowed Values: All | <specific stage of the Lead in Zoho>
  5. Events Supported: Create | Edit



7.     Now that all the settings are configured, you can seamlessly sync your leads, deals and contacts from Zoho CRM into Zuper and efficiently schedule, dispatch and manage field service operations.