Documentation
  1. How to Migrate from Zoho v1 to v2?

How to Migrate from Zoho v1 to v2?

Zoho CRM API version 1 will be updated on the 31 January 2020 to version 2 (you can read more about it on THIS Zoho announcement). To keep using your Zoho CRM Integration with LeadsBridge, you’ll need to migrate into the new API version 2, that LeadsBridge has already implemented.

Please, follow these guidelines very carefully and if you need assistance or have some related questions, do not hesitate to contact us at support@leadsbridge.com or click HERE.

How can I create a Zoho v2 Integration?

To begin the migration process, you should start by creating a new Zoho v2 Integration.

In order to do that you should follow these steps:

  1. Log into LeadsBridge
  2. Click HERE to create a new Integration
  3. Select Zoho CRM under the Select integration drop-downimage.png
  4. Click on Authorize to connect your Zoho account with LeadsBridge, make sure to choose the correct Domainimage.png
  5. Once you’ve created your new Zoho integration, update all your Bridges replacing the old integration with the new oneScreen Recording 2020-01-15 at 03.03.00.02 PM.gif

How can I update my Zoho v1 Bridge to v2?

Once you’ve followed the above guidelines you’ll be able to update your Zoho v1 Bridge into the new v2 version.

In order to do that you should follow these steps:

  1. Go into the Bridges area, or click HERE
  2. Open the Bridge you need to update by clicking on it’s nameimage.png
  3. Go to the Let’s Start! step, by clicking it on the left menu
  4. Click on the Zoho logo next to Select Destination and select the new version (the one with the smaller icon)image.png
  5. Replace your Zoho v1 Integration with the new v2 Integration you created in the guidelines aboveimage.gif
  6. Click on Next to save your changes
  7. Leave you Source setup as it is and click on Next
  8. Then, leave you Destination setup as it is and click on Next
  9. Check that the Fields Mapping is correct
  10. Click on Next
  11. Submit a Test Lead to verify that your connection between LeadsBridge and Zoho is working properly
  12. Finally, click on Save & Publish

Text explanation is too boring? Check our video guidelines!

Check the following video on how to complete the Zoho v2 migration process:

 

Please, follow these guidelines very carefully and if you need assistance or have some related questions, do not hesitate to contact us at support@leadsbridge.com or click HERE.

Common Questions for Zoho v1 to v2 Migration

What does the error It wasn’t possible to find the Destination field with the ID X means?

This error message means that the Destination value you’ve mapped changed its ID. In order to fix this you should go into the Fields Mapping step of your Bridge and remap it. For example, it could be that your field ID was First_name and then the ID was changed into FirstName.