Zoho CRM to Kashflow Connector

What is ZTKF connector?
ZTKF connector connects your Zoho CRM and your Kashflow so that you can run your business more effectively and easily. It helps you identify Cross Sale and Up Sale opportunities by ensuring a smooth flow of business information between your Zoho CRM and Kashflow. This truly bi-directional connector which syncs your Zoho CRM Invoices in Xero and syncs back the status of the updated Xero Invoices back in Zoho CRM.

What exact Information will flow back and forth in every Sync ?
From Zoho to Kashflow:
The Invoice and corresponding Products, Account and Contact gets created in Kashflow.

From Kashflow to Zoho :
It allows to sync the updated Kashflow Invoice status back in Zoho CRM.

How often and when do the Syncs happen?
We have always kept in mind typical business processes while designing all our connectors. With ZTKF connector, you can be sure that your data is up to date every morning when you start your business.

You can Sync your data any time / every 12 hours.

Is there any limit on number of records I can process using ZTKF connector.
No. We don’t limit the number of records. But, Zoho has put down some guidelines for using their API https://zohocrmapi.wiki.zoho.com/Generating-API-Ticket.html

How to start using the ZTKF connector ?
Just fill up a small form (Sign Up). We will create an account for you.
Log in to this account. Set up your connector the way you want it and Start using it.

How do I set up the connector?
Log in to your account & Click on "My Account" to follow 4 step procedure.

• Connect to your Zoho CRM and Kashflow
• Choose Sync Options
• Set the Sync Timings

There you go. Your ZTKF connector is ready. We will take it from here.
We will take it from here.

For step by step detailed instructions to Set up your Connector, Refer this

What are the different Pricing plans ?
We have arrived at this pricing after going through extensively our customer's usage requirements. You will definitely find a suitable plan for your needs.

My ZTKF connector is not running. What should I do ?
Log in to your account. Click on the ‘My Account’ link ,then click on Sync Errors of your Connector.

You will get to see why exactly the connector did not run.

Quick Checklist to fix your issue :
7 out 10 times, this checklist has helped our customers to solve their issue immediately.

• Check if the credentials Zoho Auth token and Kashflow Username and Password you entered are right and valid.
• Check if the Sync has taken place before expecting results
  (you can check the Sync Timings in your account)
• Check if there is any data in your Zoho CRM or if there are any recent changes to the Zoho CRM data
  (Connector is designed to sync the recently done changes)

Good news is we have made our product in such a way that you can fix most of the issue right from your place.
But if you are not able to fix it, you can always talk to us at support@kloudconnectors.com

At what time my Sync will happen ?
Just Login to your account. Click on the ‘My Account’ link , then click on Sync Timings.
You will get to know sync timings.

Did my Sync happen at all ?
Why don’t you find it out yourself?
Just log in to your account and check the tab Sync Timings and Sync Details.

Here you will get to know whether your last Sync happened or not, at what time did it happen and how it went through.

Where can I get help if I face any issue ?
You can go through FAQs to fix your issue yourself
You can log in to your account and check sync errors and try to fix it yourself
You can chat with our support agent at Kloud Connectors
And of course You can always write to us at support@kloudconnectors.com