Bring Zoho CRM contacts and Zoho Books data into Vin-G

What moves

• Zoho CRM contacts → customers in Vin-G (live pull of new and changed contacts)
• Zoho Books invoices → Vin-G Invoices (file import)
• Zoho Books expenses → Vin-G Finance (file import)

How it works

1. Zoho CRM: open Import → Connections, choose Zoho and sign in to Zoho. Vin-G pulls contacts, then checks for changes on a schedule.
2. Zoho Books: export invoices or expenses, then use Import → New import with the Zoho Books preset.
3. Check the preview; duplicates are flagged by email or phone.

Limits

• The Zoho CRM connection reads contacts only. Writing changes back to Zoho is switched off.
• Zoho Books is a file import, not a live connection.
• If a sync keeps failing it backs off and then pauses the connection until you reconnect.

Where the data goes

• Vin-G CRM: Contacts, a deal pipeline, lead capture forms and lead-ad import.
• Vin-G Invoices: GST invoices with CGST/SGST/IGST, PDF, reminders and online payment.
• Vin-G Finance: Expenses with receipts, bank CSV import and an accountant export.

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