To synchronize data from the mySQL database to Zoho CRM , technical fields are used in the tables:
- oz_back2crm - transfer operation
- oz_back2crm_comment - comment
- oz_back2crm_id - record identifier in Zoho CRM
To create an entry in Zoho CRM, you have to add rows in the table (mySQL) of corresponding module and do not fill id field (it will remain empty).
To perform the add record operation, we set the oz_back2crm field to 1.
During synchronisation, the relevant fields are populated with values.
After successfully adding rows with data, the id field will be assigned to the record IDs from Zoho CRM .
After synchronization, the Oz_back2crm field takes the value null.
In case of an error, the id field remains empty. The oz_back2crm field takes the value null, and the oz_back2crm_comment field contains the description of the error.
To update an existing record in Zoho CRM for the corresponding rows in the oz_back2crm field, set the value to 1.
To remove records from Zoho CRM, the corresponding "strings" in the oz_back2crm field must be set to -1.
Currently, synchronisation from the database to Zoho CRM only works for modules that do not contain subforms (tabular part).