Attributes on Zoho

datumo supports the following Zoho modules:

• Contacts
• Leads

Zoho does not allow an automatic tool to create automatically new attributes, but it is necessary that a user with Administrative privileges create it manually following this guide. datumo is able to synchronize the default attributes and also some custom ones.

If you want to synchronize the custom fields, you should create them manually.

note

The possibility to create custom fields is limited to paying account.

Contacts

The default attributes of the Contacts module that datumo can work with are:

datumo Attribute	Contact Zoho Field
Email	Email
Name	First name
Surname	Last name
Current place - City	Mailing city
Current place - Country	Mailing country
Current place - Street	Mailing street
Phone number	Phone
Birthday	Date of birth

Custom fields

Nowadays, datumo is able to work with the following custom fields for the Contacts module:

• Gender
• Contact type
• Company

To create a custom field, you should:

• Log in the Zoho CRM account with Administrative privileges.
• Select the Setup (the gear in the right-hand side).
• Select Modules and Fields in the Customization box.
• Select the Contacts module.
• Select the standard layout.
• From the New fields on the left, you can select and drop a new field into a module in the right.

The custom fields supported by datumo are:

Custom Field	Type	Options
Gender	Pick list	- Male - Female - None (leave it as default value)
Contact type	Pick list	- Personal - Generic - None (leave it as default value)
Company	Single Line	-

If you want to synchronize these attributes into your Zoho CRM, you need to create the above custom fields with the name, type and options described.

Attributes synchronized with Zoho

datumo is able to clean, fill, enrich and synchronize the following attributes:

datumo Attribute	Default Field	Custom Field	Notes
Email	Email		-
Name	First name		-
Surname	Last name		-
Current place - City	Mailing city		-
Current place - Country	Mailing country		-
Current place - Street	Mailing street		-
Phone number	Phone		-
Birthday	Date of birth		-
Company Name	-	Company	Custom fields must be created manually
Gender	-	Gender	Custom fields must be created manually
Contact type	-	Contact type	Custom fields must be created manually

Leads

The default attributes of the Leads module that datumo can work with are:

datumo Attribute	Lead Zoho Field
Email	Email
Name	First name
Surname	Last name
Current place - City	City
Current place - Country	Country
Current place - Street	Street
Phone number	Phone
Company Name	Company
Company Website	Website

Custom fields

Nowadays, datumo is able to work with the following custom fields for the Leads module:

• Gender
• Contact type

To create a custom field, you should:

• Log in the Zoho CRM account with Administrative privileges.
• Select the Setup (the gear in the right-hand side).
• Select Modules and Fields in the Customization box.
• Select the Contacts module.
• Select the standard layout.
• From the New fields on the left, you can select and drop a new field into a module in the right.

The custom fields supported by datumo are:

Custom field	Type	Options
Gender	Pick list	- Male - Female - None (leave it as default value)
Contact type	Pick list	- Personal - Generic - None (leave it as default value)

Attributes synchronized with Zoho

datumo is able to clean, fill, enrich and synchronize the following attributes:

datumo Attribute	Default Field	Custom Field	Notes
Email	Email	-	-
Name	First name	-	-
Surname	Last name	-	-
Current place - City	City	-	-
Current place - Country	Country	-	-
Current place - Street	Street	-	-
Phone number	Phone	-	-
Company Name	Company	-	-
Company Website	Website	-	-
Gender	-	Gender	Custom fields must be created manually
Contact type	-	Contact type	Custom fields must be created manually

Visualize Results on Zoho

After accepting results, you can log into your Zoho account and visualize boosted attributes (fields according to Zoho terminology). To do so, you need to customize your Columns' View by following these simple steps from the Module home page:

1. Select the module the list view belongs to. (e.g. Leads, Contacts).
2. Select a list view from the dropdown in the top-left corner.
3. Click the Setup icon on the right-hand side of the view.
4. Click Manage Columns.
5. Check the fields you want to add as columns on the Manage Columns screen. You can also change the order the columns appear in by selecting a field and moving it up or down in the list.

note

You can also modify columns from the Edit View page of the custom view. Select a field from the Available menu to move it to the Selected menu and then save your changes.