Set up Contact Synchronization from Zoho Desk

After integrating Yeastar P-Series Software Edition 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 Software Edition with Zoho Desk.

Procedure

  1. Log in to PBX web portal, go to Integrations > Helpdesk.
  2. On the Zoho Desk integration page, select the checkbox of Synchronize Contacts Automatically.
  3. 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 Customers > Contact module.
    • Accounts: The companies or organizations for which Zoho Desk users provide support, which are stored in the Zoho Desk Customers > Account module.
  4. 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.

  5. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label .

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 Yeastar P-Series Software Edition automatically.
Note: This is a one-way sync from Zoho Desk to Yeastar P-Series Software Edition, 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.