portcall.blogg.se - Zoho creator importing data with relationships

Choose the My Pipeline menu inside the Sales tab, and a Pipeline window appears before the user. We can access the list of all created opportunities from the Pipeline dashboard. Let's see the steps for importing Opportunity in Odoo 16 CRM application. Users can schedule and plan various activities for a specific lead or opportunity with the support of Odoo ERP. The management of Salesteam, Team members, Commission plans, Activity Types, etc., become easy using the Odoo CRM application. Connection detailsĬonnection details provides information on the connection.This blog assists you in importing opportunities within the Odoo 16 CRM module. Following this, the existing authorization will cease to be effective and the new authorization will take effect. Perform the subsequent steps (that depend on the third party authorization mechanism) to authorize.

Provide the new account name and click Authorize.

Click on the ellipsis icon in the connection card which you want to reauthorize and select Reauthorize.

Reauthorizing a connection enables you to link a new account to the connection.

The reuse option appears appears only when the same user has previously mapped the same account to the service with the same set of configuration.

On selecting them, users will be prompted to provide names for the authorized accounts. In those cases, the connection names are listed.

Connections created before the release of this feature do not have names for the authorized accounts.

You will be able to map the existing authorization that you have created. When you try to create a new connection with the same set of parameters, you will be notified of the existing authorized account that you have previously used to access the service.

Let's assume you have created a connection with a specific set of parameters and authorized it with an account name. The connection that you created is authorized to access the specified service. You will be redirected to the third-party service authorization page, where you need to enter your authorization credentials and accept the access permissions for the application before the time limit expires.Īfter authorization, the connection is ready to be used in your applications. For services with OAuth2 type authorization, a timer of 90 seconds will be triggered once you click Authorize. Click Authorize button and proceed to authorize access to the selected service.(The name provided is used to identify the authorization.)

Enter the Name of Authorizing Account to link the new account.

The connection is created and prompts for authorization. Scopes are the level of access given towards that service to perform Create, Read, Update, and Delete (CRUD) operations.

Enter the Connection Name and select scopes.

Select the required service from the list for creating a connection.

The list of services will appear as cards.

Navigate to the Account Setup page and click Connections under integration.The next step requires you to authorize the connection for it to be functional. This process of configuring a connection is twofold: The first step requires you to create the connection with the specified parameters. To integrate your Zoho Creator application with other cloud services, you need to configure a connection. If you are in the newer version (Creator 6), click here. This help page is for users in Creator 5.