Once NexerIQ is connected to ZoHo Desk, it can keep your customers and their contacts in step with ZoHo Desk accounts and contacts automatically — so a change you make in one place shows up in the other, without copying anything by hand. This guide covers the one-time setup and the day-to-day behaviour. (If you haven't connected yet, start with ZoHo Desk: connecting and authorizing the integration.)
Step 1 — Provision the link fields
So the two systems always know which ZoHo account matches which NexerIQ customer, NexerIQ stores a small reference on the ZoHo side. On the Provisioning tab:
- Click Provision NexusId Field to add the account link field (default name cf_nexus_id — you can rename it before provisioning).
- Click Provision Contact Field to add the contact link field (default cf_nexus_contact_id).
A green Ready badge confirms each field is in place.
Step 2 — Register the webhook
Still on the Provisioning tab, click Register Webhook. This lets ZoHo tell NexerIQ the moment an account or contact changes, so updates made in ZoHo Desk flow back into NexerIQ in near real time.
Step 3 — Choose what to synchronize
On the Synchronization tab, tick Synchronize Accounts, then choose the extras you want:
- Synchronize Account Email — keep the account email aligned.
- Synchronize Account Country — keep the account country aligned.
- Synchronize Contacts — mirror customer contacts to ZoHo contacts.
Click Save to apply your choices.
How the sync behaves
- When you create or update a customer in NexerIQ, the matching ZoHo Desk account (and its contacts, if enabled) is created or updated.
- When an account or contact changes in ZoHo Desk, the registered webhook brings that change back to the NexerIQ customer.
Excluding a customer
If you have a customer you don't want shared with ZoHo Desk, open their profile and turn on the Exclude from ZoHo option. That single customer is then skipped by the sync while everyone else keeps syncing.
Seeing a customer's tickets
Once ZoHo Desk is your active help desk (see the connecting guide), a customer's ZoHo Desk tickets appear on their record in NexerIQ, so support history sits alongside their orders and invoices.
Tip: provision the fields and register the webhook before turning sync on — they're what keep records matched and updates flowing both ways.
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