Click the Conflict Resolution Setting tab. The records will be synchronized from the selected folders only. Choose the corresponding folders for Contacts, Tasks and Calendar. In Settings dialog box, click Folder Settings tab. Select the categories of your choice to sync only the records under this category. Select Zoho from the list of categories to sync only the records belonging to the Zoho category. In Settings dialog box, click Category Setting tab. In Microsoft Outlook, click Zoho CRM > Settings. You can mark the records such that they belong to the Zoho category. You can select the category of records that you want to synchronize. 
When you carry out a synchronization of contacts, tasks or calendar (events), you have the option to sync only the records of a specific category. In the Disabled Items if Zoho CRM is listed, select it and click Enable. Select Disabled Items from the Manage drop-down list and click Go.
In MS Outlook, click Tools > Trust Center > Add-ins. In the COM Add-Ins dialog box, select Zoho CRM Outlook Plug-in and click OK.Īlternatively, if Zoho CRM Outlook Plug-in option is not listed, click Add to add the. In MS Outlook, click Tools > Trust Center > Add-ins and then click Go for Manage COM Add-ins. If it is listed under Disabled Items, select it and click Enable. In MS Outlook, click Help > Disabled Items. (The following will work for you based on the MS Outlook version that you are using) Note: If you are not able to view the Zoho CRM Plug-in, then check the following: You cannot sign in using your Gmail, Yahoo etc. Note that, you can sign in only with your Zoho Username and Password. After you sign in, the Zoho CRM Plug-in options will be enabled. Select the Remember Me check box if you want the system to remember the login details for the next session. In the Sign In dialog box, enter your Zoho account's Username and Password. In Microsoft Outlook, click Zoho CRM > Sign In. To get started, first you need to sign in to the Zoho CRM Plug-in using your Zoho CRM login credentials. Select Close and Finish to save the configurations and exit.There are some basic settings that you need to do, before you start synchronizing the contact, task and calendar events. Once the tests are successfully completed, Outlook will display the dialog below. Make sure you have a working internet connection and that permissions are set to allow Outlook to access the internet. Select Test Account Settings to check the settings for incoming and outgoing servers. Click Ok to save the settings and exit to the Add new email account window. #ZOHO OUTLOOK ADD IN SOFTWARE#
Zoho Mail to Outlook Converter software retains all the emails details and formatting (from, to, time, data, Bcc, cc, images, email layout, text, font, color, etc) during the conversion process. Refer to the 'POP Delete settings' guide for more information on deletion behavior in Zoho Mail.
Save all the Zoho mails exported messages into one folder and add that folder to software. Select Leave a copy of messages on the server if you prefer to keep messages in Zoho Mail also. Select SSL from the drop down for encrypted connection. Select This server requires an encrypted connection (SSL). Select Advanced to specify the port details for the POP and SMTP servers. The Relaying Disallowed error might also occur when the email address provided is incorrect and does not match the email address set up for the account, whose credentials are provided in the email client. 
If the above option is not set, you may get an Authentication Required or Relaying Disallowed error.
Username: Password: Your Zoho account password. Username: domain-specific email hosted by Zoho). Server Information for Organization users:. E-mail Address: Your Zoho email address. Select Internet Email in the window that appears and click Next. 
Select Manually configure Server settings or Additional Server Types, and click Next. Click New to open the Add new email account window. Select Account Settings, then choose Email Accounts and click Email. Launch the Outlook application and open the Tools menu. From the Settings menu in your Zoho mailbox, select POP/ IMAP and Email forwarding and choose Enable POP. Steps to Configure your Zoho Account as POP in Outlook
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