Set up Contact Synchronization from Zoho Desk
After integrating Yeastar P-Series PBX System and Zoho Desk, you can enable a one-way contact synchronization to synchronize the Zoho Desk contacts to a specific PBX phonebook.
Prerequisites
You have integrated Yeastar P-Series PBX System with Zoho Desk.
Procedure
- Log in to PBX web portal, go to .
- On the Zoho Desk integration page, select the checkbox of Synchronize Contacts Automatically.
- In the Synchronize Contacts From drop-down list, select
the type(s) of contacts to be synchronized from
Zoho
Desk:
- Contacts: The individuals for whom Zoho Desk users provide support, which are stored in the Zoho Desk module.
- Accounts: The companies or organizations for which Zoho Desk users provide support, which are stored in the Zoho Desk module.
- In the Synchronize to Phonebook drop-down list, select an
existing empty phonebook or create a new phonebook to store the contacts that
will be synchronized from Zoho Desk.Note: The contacts can only be synchronized to an empty phonebook.
- Click Save.
Result
On
When the associated extensions receive an inbound call from or place an outbound call to a Zoho Desk contact, the matched contact information will be synchronized to the phonebook in , the associated phonebook comes with a label . Yeastar P-Series PBX System automatically.Note: This is a one-way sync from Zoho Desk to Yeastar P-Series PBX System, therefore the associated
phonebook
and the synced contacts are read-only.
Troubleshooting: Fail to synchronize certain
contacts?
Incomplete information of contacts can lead to
synchronization failure. Make sure the following fields are filled in for
the contacts, then perform the directory synchronization again:
- Either the First name or Last name field is filled in.
- At least one phone number-related field is filled in.