CustomerSuccessBox supports integration with ZOHO subscriptions to pull in Account, Subscription, and Invoice data. In this article, we list the steps and requirements to integrate ZOHO subscriptions with CustomerSuccessBox.
Why should I integrate with ZOHO Subscription?
Integrating ZOHO with CustomerSuccessBox, enables you to
Create and/or manage Accounts and Subscriptions in CustomerSuccessBox from ZOHO Subscriptions
View all subscriptions for a particular Account in CustomerSuccessBox
Have a 360-degree view of your customers
Configure Risk Alerts on Invoice/Subscription Status, Next Billing On, Trial Ends On, etc.
Set up Financial Health
Segment Accounts on MRR, Amount, Plan Quantity, Plan Names, Status, etc.
Your access to ZOHO Subscriptions must be equivalent to a Company Admin level for authorizing integration with CustomerSuccessBox.
Unique Accounts Identifiers are required to be present at the Customer level in ZOHO Subscription. CustomerSuccessBox requires a unique identifier for Accounts creation that should be immutable
Your Implementation Engineer will discuss the option available to you for bringing in data from ZOHO Subscriptions during the kick-off call.
All subscriptions belonging to existing accounts in CustomerSuccessBox are synced from ZOHO Subscriptions once everyday midnight GMT
Step 1: Finalize the Unique Account Identifier
Before Starting Integration: CustomerSuccessBox requires a unique identifier for Account and User records that should be immutable. The source of truth for the identifiers is highly recommended, to map the unique identifier of your Accounts from your product telemetry/ backend database. For this, you would need to get in touch with your engineering team to get identifiers. If you do not have a unique identifier, then you can also explore creating a company domain as an account Id.
Once you get the unique Account ID from your engineering team, please share that with the ZOHO admin in your organization to map those IDs with the existing customers in Zoho by creating a custom attribute and adding those IDs there. how to create a custom field in Zoho.
Step 2: Authorizing Access to ZOHO Subscriptions
Follow the steps below to authorize CustomerSuccessBox access to ZOHO Subscriptions-
Log in to your CustomerSuccessBox instance
2. Navigate to the Integrations Hub from Settings > Integrations
3. Find and click on the ZOHO Subscriptions card under the Other Available Integrations (in All or Billing & Payment section) and click Connect Now.
4. Once you click on Connect Now, you’ll be directed to the ZOHO Subscriptions login page if you are not logged in
5. If you are logged in, you’ll be directed to the page below where you’ll need to click on “Accept” in green.
Step 3: After the authorization is completed.
We have created a sample Invoice mapping sheet. Please download this mapping sheet & share the field name where your team has stored “Account ID” in the “Customers “ Object of Zoho Subscription.
Share these inputs with your Implementation Engineer. They will process this internally & will get your integration prioritized in the next 2 weeks. Once you receive the confirmation, follow the below steps to check if the data is coming in the right format.
Step 4: How to check the incoming data and what information is visible
How would I know if integration is a success?
You can check if the integration is a success, by going to your CustomerSuccessBox instance, gear icon on the top right corner→ Integrations, and under Connected Integrations, you should see the ZOHO Subscriptions card with checked “Enabled” status is green.
How do I check the data coming from the ZOHO Subscriptions?
You’ll receive a confirmation email
The Integration log page shows "Successful"
How do I find Subscription data?
All Subscriptions belonging to existing Accounts in CustomerSuccessBox are synced daily from Zoho Subscriptions. It will show a subscriptions status, Plane name, Quantity, MRR, and Billing date.
This is where you can view all the Invoices and filter them as per your requirement.
In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You may also,
Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat (under ? icon) in the top right navigation bar
Create a conversation from here
Send an email to email@example.com