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Question

Trouble with complete data transfer from Monday CRM to Zoho Books via Zapier.

  • 21 March 2024
  • 1 reply
  • 4 views
M

I have a problem with connecting Monday CRM with Zoho books, the items that I added to Monday should move automatically to Zoho books, but the problem is, that item moves not full, moves only name and last name, but I have a lot of additional information like address, phone number and a lot more, and this data don't moving to Zoho, please let me know how can I fix this problem. 

1 reply

ken.a
Userlevel 7
Badge +6

Hi there @Mft,

Before we dig deeper into this, would you mind sharing a detailed screenshot of how your Zap is configured? Also, please send a screenshot of the “Action” section of the action step that shows all of its fields. Like so:

46dd6c0979e3d815d621b8da43084ef1.png
(view larger)

Additionally, please share a screenshot of the DATA IN and DATA OUT of the Zap Run of the trigger and action in the Zap History.

Please don't include personal information in the screenshot, or be sure blur out any personal information.

Thanks!

Reply


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