FAQ

Introduction: What is it and How it Works

Welcome to Catalyst Connect’s Client Portal Plugin for WordPress. This application serves to extend Zoho data to third party stakeholders who may need to access or update information throughout the Zoho product suite. There are 3 main benefits to using this app to support your Zoho setup:

 

  1. You can create a consolidated customer service experience for your stakeholders by giving them a single login to manage their relationship with you across multiple Zoho products.
  2. You can customize the user interface to seamlessly integrate with your current website and configure unique functionality for each stakeholder by deploying multiple portals with their own branding and permissions.
  3. You can extend functionality by taking advantage of our single sign on with the WordPress database to integrate eCommerce solutions, provide access to gated content or iframing third party sites and resources into the portal.

The plugin supports  direct integrations with CRM, Desk, Sign, Projects, Subscriptions, Books, Workdrive and Google Maps. The plugin also supports indirect integrations with Survey, Forms and Analytics.

 

How the plugin works:

 

The plugin needs to be installed on a WordPress website. If your website is currently built on another CMS/platform we recommend installing WordPress on a subdomain to run the portal. Once installed, the plugin will need to be connected to each Zoho App. These connections are handled via Zoho’s API version 2.0 and will give the plugin the necessary permissions to access data from that app to display in the portal. The plugin itself does not store any data from Zoho, everything is either retrieved or pushed back into Zoho in real time and transmitted through TLS encryption. 

 

The plugin works with a number of Zoho applications, however you must have Zoho CRM connected first. The reason for this is that most Zoho Apps tie data back to the CRM or more specifically the Account (and/or Contact) record in the CRM. For example, if your client is XYZ Industries and John Doe works at XYZ Industries, you will enter XYZ Industries as an Account in Zoho CRM and John as a contact who belongs to the XYZ Industries account. You will then be able to invite John (a Contact in Zoho CRM) to the portal. By default upon logging in, he will be able to see all records related to the Account he belongs to. It is very important to have your Zoho account configured correctly to ensure that John has access to support tickets, invoices etc. that belong to XYZ Industries.

 

There is also a possibility that you do not use the Accounts module and all tickets, invoices, etc. are tied directly to the Contact.

 

We offer two types of portal setups to optimize the user experience – Account Based portal and Contact Based portal. Please note that once you select one option, you will not be able to revert to the other option without uninstalling, reinstalling and reconfiguring the plugin in WordPress.

 

Account Based Portal: If you use the native Zoho CRM Account (and native Contact) module, then please choose portal type “Default” in the Zoho API settings section at the onset of setting up and connecting Zoho apps to the plugin.

 

Contact Based Portal: If you do not use your Accounts module, or only some of your contacts have accounts associated with them, use the Contact Based portal option.

 

In summary, the link that ties everything back to a user in the client portal will be the native Contact record in the CRM. 

 

Please watch the following video to get a quick tour of the Unified Zoho Client Portal Plugin for WordPress.

 

 

1 - Start Here: Setup Checklist

Here is a short list of components needed to successfully run the Portal Plugin:
Required Components: We recommend configuring the following items in order:
  1. Obtain a License Key by subscribing here
  2. Download and connect all your Zoho Apps, learn more here
  3. Download the CRM Extension here
  4. Download Premium WordPress Plugin here
Optional Components:
  1. Increase Email notice deliverability, learn more here
  2. Configure multi language support, learn more here

2 - CRM Configuration

The native Contact record in the CRM is the link that ties everything to a user in the client portal.  

 

All Zoho apps (except for Zoho Vault) to be displayed in the portal need to be integrated with the CRM. This will ensure that the Contact record in the CRM is synced throughout the Zoho ecosystem.

In your Zoho CRM, navigate to Settings – Marketplace – Zoho to review or setup integrations:

 

The Zoho Desk and Zoho CRM integration:

 

The Zoho Projects and Zoho CRM integration:

 

The Zoho Finance (including Subscriptions and Inventory) and Zoho CRM integration:

 

Zoho Sign and Zoho Workdrive need to be installed in the Marketplace section of the CRM (not in the Zoho section of Marketplace).

The extension for Zoho Sign:

 

This extension adds or edits the following modules in the CRM to show Zoho signed documents as they relate to Contacts and Accounts.
Click on the highlighted icon to view the fields added in each module: 

 

The extension for Zoho Workdrive:
This extension automatically creates a root folder in the Workdrive for each new account and contact created in the CRM. This ensures that the correct root folder is synced for each of your users in the portal.

 The final step is to install the Client Portal Plugin for WordPress extension.

 

 

The extension is going to prompt a portal registration URL but it can be populated later with the website and portal page parameters and will look something like this: https://EDITTHISURL.com/client-portal/?ppage=sign-up&email=${Contacts.Email}&first_name=${Contacts.First Name}&last_name=${Contacts.Last Name} 

 

 

A few different components are installed in the Contacts module- fields including the Last Login Date and a Portal Invitation Sent date field, a button in the Contact record to invite a user and an email template invite. The plugin also installs a couple of web tabs, one is set up instructions and the other is a dashboard for monitoring API calls.

 

When the button “Invite to portal” is selected two fields are updated-  an Auto Approved check box and the Portal Invitation Sent date field. A workflow rule is triggered on update to “Portal Invitation Sent” to send an email template (called New User Registration) to the user inviting them to the portal. The email template can be found in Customization > Templates > Email tab.

 

 

A custom template email invite can be used in place of the standard one and a custom workflow that triggers on field update “Portal Invitation Sent.”

 

 

 

Here’s a quick overview of the CRM extension configuration:

                                                      

3 - General Instructions

Customization and Layout:

  • All of the tabs under Customization have instructions for each section.  

  • Hover over the instructions icon next to section names for the description on each section.

 

 

 

  • You can add a menu icon by clicking into the menu icon field. Please refer to the video below.

 

  • When you select a menu icon, your front end will appear as shown below

 

Additional Information

 

General Settings:

  • Enable the modules as per your use case.

 

Add Web tabs:

 

  • With web tabs you can display your links as a menu item. Once you create your web tabs, your front end menu will appear as follows:

 

 

  • You can create web tabs using external links or CRM URL fields. If you select the ‘From CRM’ option as shown in the image below, the ‘Link’ field drop down options are the URL fields present in the Account module.

 

Dashboard Content:

 

The following dashboard elements are useful for sharing links with your portal users

 

  • Video Link: You can share videos which will appear on your homepage as follows:

 

 

  • Quick Links: You can add multiple links which will appear as follows:

 

  • iFrame: You can display your reports, dashboard or any other content on the homepage. It will appear as follows:

 

 

 

ProTip: We recommend using iFrames or web tabs to share your dashboards with your front end users.

 

 

 

 

 

 

  • After adding the desired dashboard elements, you can adjust the element size by clicking on the 3 dots.

 

 

  • Select the desired size and position of the elements.

 

 

  • With these settings the front end looks as follows

 

 

 

Layout Tab:

 

The Layout tab is available for the Profile, Member Accounts, Contacts, Deals, or any CRM custom module as well as for Tickets (Zoho Desk integration). Generally, the Layout tab will have the following functionality:

 

  • You can adjust the section and field width

 

 

  • You can allow the user to ‘Add’, ‘View’ or ‘Edit’ a field by selecting the highlighted icons in the image below. In the image below, the ‘Edit’ option is in grey color. The example below indicates that the end user will not be able to edit the ‘Deal Name’ field.

 

 

  • These permissions are dependent on the Action Permissions in the ‘Settings’ tab. Please ensure you have enabled the respective permissions.

  • You can also add Elements to the Layout sections and customize the user’s front end view of a record. Please refer to the section “Dashboard Content” for definition of custom elements.

 

 

 

 

 

3 - Configuring your Zoho Apps

It is important to configure all your Zoho apps correctly before syncing them to the portal. This includes setting up each Zoho product and syncing it with the CRM, deduplicating contacts and ensuring your data and modules relationships are accurate. Here is a quick video that provides a bit more detail:

3.1 - CRM Setup

Here is a quick overview of the CRM setup:

3.2 - Books Setup

Here is a quick overview of the Books setup:

3.3 - Desk Setup

Ensure CRM and Desk are integrated by going to CRM settings >  Marketplace > Zoho.

 

3.4 - Workdrive Setup

To enable Zoho Workdrive in the portal, you need to download the Workdrive extension ‘Zoho Workdrive for Zoho CRM’ by going to CRM settings > Marketplace > All

‘Zoho Workdrive for Zoho CRM’ creates the WorkDrive folder URL and Workdrive Folder ID fields in the Accounts module. This helps in mapping the correct workdrive folder to the portal user.

  • Once you click on install and accept the terms and services, the following dialog box will appear.

  • Select the ‘Install for all users’ option as seen above and click ‘Confirm’.

  • The following dialog box will appear.

 

  • At this step, if you do not have a Workdrive account, follow the steps described in the Zoho article below to sign up and set up your Workdrive.

  • Click on ‘Authorize’.

  • Zoho Workdrive for CRM will be installed under CRM settings > Marketplace > All > Installed.

  • When you click on ‘Configure’ you will be able to see the installed components.

 

  • Once the CRM setup is complete, go to the Client Portal > Zoho API Settings > Workdrive.

  • Enable ‘Activate Workdrive Integration’.

  • Click on ‘Authorize Workdrive’.

  • Enable ‘My documents’ and fill out the fields based on the instructions in the portal.  

For customizing the Workdrive tab for the front end user, go to Customization > My Documents and follow the instructions for each section.
  • For general definitions, refer to the ‘Customization and Layout’ documentation.

  • If you have enabled Owner Notification and User Notification, when you click on ‘Update ‘ you will get the options to map your fields and customize your email template.

 

To manage individual user permissions for Work Drive, go to User Management:

 

  • Click on the Details icon highlighted below

 

 

  • Go to ‘Work Drive’ Tab

 

  • By default, the ‘Create folder in Zoho Work Drive’ is enabled. A user will be able to upload files in Work Drive only if this button is enabled. This feature creates a sub-folder for each user.

 

 

If you would like to revoke a user’s documents uploading permissions, disable this button. 

3.5 - Projects Setup

Prior to enabling Zoho Projects in the Portal Plugin, please ensure the following: 

  • Zoho Projects and Zoho CRM are integrated. 

  • In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Projects. The options will be to Setup Now or Manage.

 

Back in the Portal Plugin settings, navigate to Zoho API Settings > Zoho Projects 

  • Make sure the “Choose your Domain type” matches your local Zoho domain setting

  • Enable the Projects integration and follow the instructions in the portal

 

For customizing the Projects tab for the front end user, navigate to Customization > Zoho Projects and follow the instructions for each section.

  

Important notes when setting up Zoho Projects

  • The portal must exist within Zoho Projects. In Zoho Projects, navigate to Set Up > Portal Configuration > Org Settings and verify that a portal exists. This will be the portal that is available in the “Set Portal” dropdown in the plugin.

 

 

  • For a user to see Projects in Portal Plugin, make sure the user’s contact record in CRM is associated with the Zoho Project record in CRM when you create the Project record.

  • You can create a Project record from either the Contacts module or the Accounts Module or the Deals module

3.6 - Zoho Sign Setup

Prior to enabling Zoho Sign in the Portal Plugin, please ensure the following:

  • The Zoho Sign extension for the CRM has been installed in the CRM’s Marketplace:

 

 

Back in the portal, navigate to Zoho API Settings > Zoho Sign

  • Authorize the connection by choosing the appropriate domain type.

  • Select Zoho Sign Documents (the module in the CRM that is created when the extension is installed and where documents are stored)

  • Enabling the module and map the appropriate lookup field.

 

 

  • For customizing the Zoho Sign tab for the front end user, navigate to the Customization > Zoho Sign and follow the instructions for each section.

 

 

Note: The Contact needs to be populated in the Zoho Sign Document for the document to be visible to the user.

 

 

Once the document has been signed, it will be visible to the user in the portal and available for download:

 

 

 

Here is a quick overview of the Zoho Sign setup:
                                                

3.7 - Subscriptions Setup

Ensure CRM and Subscriptions are integrated by going to CRM settings > Marketplace > Zoho:

  • If you have integrated Zoho Finance Suite, you can find the details by clicking on ‘Manage’ under the Zoho Finance Suite.

  • Ensure all modules are properly synced. To view the field settings, click on the settings icon on the right hand side (Visible when you hover your mouse on a section; seen below for the Vendors module.)

 

  • Please note that in order to enable payment gateway in the plugin, your payment gateways should be integrated in Subscriptions. To confirm this, go to Subscriptions Settings > Integrations.

  • Back in the plugin setup go to Zoho API settings. Follow the instructions on the page.

 

 

 

 

  • If you have multiple organizations tied to your Subscriptions account, make sure you are inputting the right id. You can see all the organization ids, when you click on the profile pic on the top right.

 

Note: Only a single Organization Id is supported at this time

 

  • For customizing the Subscriptions tab for the front end user, navigate to the Customization > Zoho Subscriptions and follow the instructions for each section.

  • For general definitions, refer to the ‘Customization and Layout’ documentation

3.8 - Vault Setup

Prior to enabling Zoho Vault in the Portal Plugin, please ensure the following:

  • Zoho Vault has been added to the Zoho One suite of products and the Administrator has a profile and secrets set up.

  • The passphrase will be the one linked to the Super Admin’s Zoho Vault account.

 

Back in the portal, navigate to Zoho API Settings > Vault

  • Enable ‘Activate Vaults Integration’

  • Click on ‘Authorize Zoho Vault’ 

 

For customizing the Vault tab for the front end user, navigate to Customization > Zoho Vault and follow the instructions for each section.

  • Re-enter Super Admin’s passphrase

 

To share individual passwords, go to User Management

  • Click on the Details icon highlighted below

 

 

  • Go to Vault Chambers tab

  • Enable the permissions for the chamber that the user has access to and then click on the folders you want the user to have access to.

3.9 - Inventory Setup (eCommerce)

In order to view eCommerce page, make sure the WordPress page is configured along with the short code provided in the setup instructions:

 

Integrate Zoho Inventory with Zoho CRM (refer to Section 3 “Configuring your Zoho Apps”)

 

Once the page is set up and the Zoho apps have been integrated with each other and the plugin, select the E-Commerce menu tab.

 

Complete the step by step set up stages:

 

You can display all active products or select from the available list to display:

 

 

 

You can show the category of products:

As well as the warehouse:

Lastly, you can give users filters:

Coupons can be configured for use at checkout:

The Customization section controls what fields to display:

A Redirect URL option is available to redirect users after a successful purchase:

And finally, a Payment Gateway can be used (it should be the one configured in Zoho Books/Zoho Inventory):

 

 

5 - Setting up the portal landing page

Please copy and paste this shortcode on the page you would like your portal to display on.

Shortcode : 

Please choose the following page template : CCG Client Portal

Please copy and paste this shortcode on the page, if you want to use the e-commerce feature.

Shortcode : 

Please choose the following page template : CCG Client Portal

6 - Configuring Products, Modules and Fields

7 - Design Settings

  

Zoho Books Setup for Contact Based Portal

Books:

  • Please ensure that Zoho Books and Zoho CRM are integrated.

  • In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Finance (if you have Zoho One subscription) or Zoho Books. The options will be to Setup Now or Manage.

  • For a contact based portal, you need to choose either the ‘Contacts’ or ‘Accounts and their Contacts’ synchronization option in the settings for CRM-Books integration.

  • If you do not use the Accounts module in the CRM, i.e none of your contacts have an account, then associate the Zoho Finance contacts with the CRM Contacts module.

 

 

 

  • If you have a hybrid setup where a few of your Contacts have Accounts associated with them, then use the ‘Accounts  & their Contacts’ option. Make sure to check the ‘Include contacts which are not associated to any account’ option.

 

 

Back in the portal, navigate to Zoho API Settings > Books

 

  • Enable ‘Activate Books Integration’

 

  • Follow the instructions and click on ‘Authorize Zoho Books’

 

 

For customizing the Books tab for the front end user, navigate to Customization > Zoho Books and enable the modules you would like to display on the front end.

4 - User Management for Account Based Portal

You can see all your users under User Management > ‘All Users’. There are different tabs for ‘Active’, ‘Inactive’, and ‘Unverified’ users.

 

  • You will find the deactivated users under the ‘Inactive’ tab. 

  • Users who signed up for an account, but haven’t verified their email address yet will be listed under the ‘Unverified’ tab. They won’t be able to log in until they verify their emails.

 

 

Adding Users:

 

There are 3 ways to add a user to the portal. Navigate to User Management > ‘Add new’.

 

1. Adding a CRM user:

 

  • In the client portal plugin, click on User Management > ‘Add new’ > ‘Add from CRM’.

 

  • Enter the email of the user which is stored in the CRM. Make sure it’s an exact match. Click on ‘Search’.

  • Select the user’s name. By default, the username will be the email, and the password will be auto generated.

 

  • Click Save.

 

2. Importing users in bulk:

  • In the client portal plugin, click on User Management > ‘Add new’ > ‘Import’.

  • Download the template.

  • Add the user information in the file and upload it.

 

3. Adding a new user (contact doesn’t exist in CRM)

  • To add a new user whose contact doesn’t exist in the CRM, click on User Management > ‘Add new’ > ‘Add New’.

  • Fill out the details. When you fill out the email, the username will be automatically populated. You will have to specify the password.

 

  • On clicking ‘Next’, the ‘Account Information’ section will appear.

 

  • Select the option that meets your requirements.

  • If you select, ‘Create a new Account’, you will see the following screen. Fill out the details and click save.

 

 

  • If you select, ‘Add to an existing Account’, you will see the following screen. Enter the account name in the search box and click search.

 

  • The drop down will display all the accounts that contain the name entered in the search box. Select the appropriate account and click save.

 

 

Inviting users to the portal

 

  • To invite the users to the portal, you can click on the ‘Invite to Portal’ button under the contact record in the CRM.

 

 

  • This button triggers an email invite to the particular user.

 

Note: If the email is not received, check the CRM workflow ‘Send Portal Registration Email’.

 

Deactivating and Deleting users

 

  • To deactivate a user from ‘Active Users’ listclick on the highlighted icon in the screenshot below. This would revoke the deactivated user’s access to the portal.  

 

 

  • If you would like to delete the user, navigate to ‘Inactive Users’ and click ‘Delete’. You can reactivate the user by clicking on the highlighted icon below.

 

 

  • If you have deleted the user and would like to ‘Add’ them again, we recommend deleting the user from the WordPress Users. This would avoid any conflict with the credentials stored in the wordpress database as compared to the new credentials the user will receive.

 

 

 

Note: Ensure that the contacts are associated with an Account.

 

User Permissions

  • Under ‘Permissions’, you can enable user sign up options and allow your users to reset their passwords. You can enable reCaptcha for additional security.

 

  • You can set specific read/write permissions, WorkDrive and Vault permissions for a particular user by going to All Users > Active Users. Refer to the video below.

 

Settings

Under user settings, you can map fields to the CRM, manage additional settings, determine your password strength criteria, and edit fields for the user registration page.

 

1) CRM field map:

 

You need to map the fields under ‘CRM field map’ section to the respective CRM fields as shown in the image below. With all the fields mapped, the respective CRM fields will get updated whenever you add a new user through the portal. The login date field in the CRM gets updated every time a user logs in to the portal.

 

 

2) Additional Settings

 

Here you can allow auto approval of new accounts and users. If you choose not to auto approve the users, you will be able to view them under ‘Pending Users’.

 

3) User Registration

When the “Account Info” is disabled, an account will automatically be created in the CRM with the user’s First Name and Last Name as the Account Name.

 

You can customize the fields visible on the user registration page by adding custom fields from the Accounts module.

  • To add custom fields, enable ‘Account Info’.

  • Please be aware that if the user belongs to an account in the CRM, but enters a different account name, it will create a new account for the user instead of tying them to an existing account.

 

If you would like your users to sign up to the portal through this method, we recommend disabling the auto approval of users. This would prevent unwanted users from getting added to the wrong account in the CRM and getting visibility to the data.

 

 

4) Password Settings

 

Enabling the ‘Status’ field lets your user see the password requirements on the registration page.

 

 

Your users will see the following on the registration page.

 

 

Here’s a quick overview of the User Management setup:
                                                

User Management for Contact Based Portal

All Users:

 

You can see all your users under User Management > ‘All Users’. There are different tabs for ‘Active’, ‘Inactive’, and ‘Unverified’ users.

 

  • You will find the deactivated users under the ‘Inactive’ tab. 

  • Users who signed up for an account, but haven’t verified their email address yet will be listed under the ‘Unverified’ tab. They won’t be able to log in until they verify their emails.

  • You can view the user info by clicking on the eye icon on a user’s record as highlighted in the image below.

 

 

  • Under user info, you can set individual read/write permission for a user and change their profiles.

 

 

Profiles:

Profiles allow you to control the modules and fields that will be visible to the users in that profile.

  • For example: Consider that your users are either vendors or clients and you would like to show different modules to each group. Profiles help you in achieving this functionality. You can hide certain modules from one group of users while keeping it visible to the other group.

  • Now suppose there is a common module for both vendors and client groups, but certain fields are specific to a particular group. In such a case, you can use the field permissions for the profile and select the field permissions for the group.

 

To get started with profiles, go to the Profiles section:

  • Click on the gear icon to enable and disable the modules you would like to make visible to that profile.

  • A Default profile is ready for your use. You can add more profiles as per your need.

  • To control the field visibility for the profiles, go to the Layout section of each module.

  • Click on the 3 dots on each field.

  • Select the Field permissions

  • Select the profile permissions for the field and save changes

 

Inviting users to the portal

 

  • To invite the users to the portal, you can click on the ‘Invite to Portal’ button under the contact record in the CRM.

 

 

  • This button triggers an email invite to the particular user.

 

Note: If the email is not received, check the CRM workflow ‘Send Portal Registration Email’.

 

 

Adding Users:

 

There are 3 ways to add a user from the portal. Navigate to User Management > ‘Add new’.

 

1. Adding a CRM user:

 

  • In the client portal plugin, click on User Management > ‘Add new’ > ‘Add from CRM’.

 

  • Enter the email of the user which is stored in the CRM. Make sure it’s an exact match. Click on ‘Search’. 

  • Select the user’s name. By default, the username will be the email, and the password will be auto generated.

 

  • Select the user profile for the user.

 

  • Click Save.

 

 

2. Adding a new user (contact doesn’t exist in CRM)

  • To add a new user whose contact doesn’t exist in the CRM, click on User Management > ‘Add new’ > ‘Add New’.

  • Fill out the details. When you fill out the email, the username will be automatically populated. You will have to specify the password.

On clicking ‘Next’, the user will be added.

 

 

 

 

 

Deactivating and Deleting users

 

  • To deactivate a user from ‘Active Users’ list, click on the highlighted icon in the screenshot below. This would revoke the deactivated user’s access to the portal.  

 

 

  • If you would like to delete the user, navigate to ‘Inactive Users’ and click ‘Delete’. You can reactivate the user by clicking on the highlighted icon below.

 

 

  • If you have deleted the user and would like to ‘Add’ them again, we recommend deleting the user from the WordPress Users. This would avoid any conflict with the credentials stored in the WordPress database as compared to the new credentials the user will receive.

 

 

Note: Ensure that the contacts are associated with an Account.

 

User Permissions

  • Under ‘Permissions’, you can enable user sign up options and allow your users to reset their passwords. You can enable reCaptcha for additional security.

 

  • You can set specific read/write permissions, WorkDrive and Vault permissions for a particular user by going to All Users > Active Users. Refer to the video below.

 

 

 

Settings

Under user settings, you can map fields to the CRM, manage additional settings, determine your password strength criteria, and edit fields for the user registration page.

 

1) CRM field map:

 

You can map the fields under ‘CRM field map’ section to the respective CRM fields as shown in the image below. With all the fields mapped, the respective fields will get updated in the CRM whenever you add a new user through the portal. The login date field in the CRM gets updated every time a user logs in to the portal.

 

 

2) Additional Settings

 

Here you can allow auto approval of new accounts and users. If you choose not to auto approve the users, you will be able to view them under ‘Pending Users’.

 

 

3) Password Settings

 

Enabling the ‘Status’ field lets your user see the password requirements on the registration page.

 

 

Your users will see the following on the registration page.

 

User Access Trouble Shooting

If your users are getting an error when logging in “Contact your Administrator” that could mean one of a few things. Please follow these trouble shooting steps:
1.) Do you have API calls left in your subscription? If not, upgrade your license and they will be able to access the portal.
2.) Is the contact no longer associated with an Account in the CRM? If not, associate with an Account record.
3.) Has the “Username” field been removed or deleted from the CRM contact record? If so, add it back.
4.) Has the contact been deleted in the CRM. If so restore it.

Updates and Release Notes

In the WordPress Client Portal Plugin, navigate to Info, Release Notes for the most recent listing of changes in the change log:

FAQ

  • What Zoho account do you need for plugin?  

Our plugin works with Zoho One, Standard, Professional, Enterprise, and Ultimate packages.

  • Do you offer support and what’s included in the support? 

Yes, we do offer support which includes an hour of assistance with your installation and configuration. For any other troubleshooting related to WordPress or Zoho CRM, please contact us or Zoho.

  • Which plan should I sign up for?

The usage will be displayed on the plugin license dashboard. If you have 100 clients and each client is expected to edit 1 record, view an invoice, and submit a support ticket with a 4 message thread then you will use 6 API calls per client or 600 API calls per month.

  • What happens when I run out of API calls?

You will receive 2 email notifications when you get close to the API limit. Once you reach the limit, your portal users will no longer be able to login. You can upgrade your plan by going to the License page of the plugin.

  • How secure is my data and the plugin?

The plugin does not store any Zoho data. It uses OAuth 2.0 security protocol to access information from your Zoho account. We, Catalyst Connect, do not store any of the data on our servers.

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