What is ZTKF connector?
ZTKF connector connects your Zoho CRM and your Kashflow so that you can run your business more effectively and easily. It helps you identify Cross Sale and Up Sale opportunities by ensuring a smooth flow of business information between your Zoho CRM and Kashflow. This truly bi-directional connector which syncs your Zoho CRM Invoices in Xero and syncs back the status of the updated Xero Invoices back in Zoho CRM.
What exact Information will flow back and forth in every Sync ?
From Zoho to Kashflow:
The Invoice and corresponding Products, Account and Contact gets created in Kashflow.
From Kashflow to Zoho :
It allows to sync the updated Kashflow Invoice status back in Zoho CRM.
How often and when do the Syncs happen?
We have always kept in mind typical business processes while designing all our connectors. With ZTKF connector, you can be sure that your data is up to date every morning when you start your business.
You can Sync your data any time / every 12 hours.
Is there any limit on number of records I can process using ZTKF connector.
No. We don’t limit the number of records. But, Zoho has put down some guidelines for using their API https://zohocrmapi.wiki.zoho.com/Generating-API-Ticket.html
How to start using the ZTKF connector ?
Just fill up a small form (Sign Up). We will create an account for you.
Log in to this account. Set up your connector the way you want it and Start using it.
How do I set up the connector?
Log in to your account & Click on "My Account" to follow 4 step procedure.
There you go. Your ZTKF connector is ready. We will take it from here.
We will take it from here.
For step by step detailed instructions to Set up your Connector, Refer this
What are the different Pricing plans ?
We have arrived at this pricing after going through extensively our customer's usage requirements. You will definitely find a suitable plan for your needs.
On Demand / 12 hours
What different modes of Payment are available ?
You can pay through Paypal or you can pay using Credit card.
We will soon be adding more modes of payment for your convenience.
How do I cancel my subscription ?
Log in to your account. Click on 'Payment History' on the left top side.
You can get the details of your Orders over here.
You can just log in to your Paypal account and cancel your subscription from there.
Alternately, you can just log in to your Paypal account and cancel your subscription from there.
Once done, you can confirm it by checking out your Payment History > Details of my Subscription Plan.
The status should show as 'Cancelled'. Once cancelled, your autobilling will stop. It takes some time to get the changes reflected in your account.
You can also write us at email@example.com to cancel your subscription.
Do I have to go to my Paypal account every month to renew my subscription ? Or Do you Autobill ?
We want you to save some hassles. So we would be automatically deducting the monthly subscription charges from your account till you choose to cancel it.
My ZTKF connector is not running. What should I do ?
Log in to your account. Click on the ‘My Account’ link ,then click on Sync Errors of your Connector.
You will get to see why exactly the connector did not run.
Quick Checklist to fix your issue :
7 out 10 times, this checklist has helped our customers to solve their issue immediately.
Good news is we have made our product in such a way that you can fix most of the issue right from your place.
But if you are not able to fix it, you can always talk to us at firstname.lastname@example.org
At what time my Sync will happen ?
Just Login to your account. Click on the ‘My Account’ link , then click on Sync Timings.
You will get to know sync timings.
Did my Sync happen at all ?
Why don’t you find it out yourself?
Just log in to your account and check the tab Sync Timings and Sync Details.
Here you will get to know whether your last Sync happened or not, at what time did it happen and how it went through.
Where can I get help if I face any issue ?
You can go through FAQs to fix your issue yourself
You can log in to your account and check sync errors and try to fix it yourself
You can chat with our support agent at Kloud Connectors
And of course You can always write to us at email@example.com
Is my Information safe ?
We take your data safety very seriously. We are ISO 9001 organization. That’s why we use servers. These servers are located in USA. Its your data and you solely should control it. With this belief, we have strived to give you more and more control and visibility of your data in our every product.
Does it affect my Zoho account or Kashflow account ?
Not at all. Your Zoho account and Kashflow account will work just fine.
Using our connector does not change anything in either of your accounts.