What’s the best strategy for syncing data between multiple Zoho accounts or organizations?
If your company operates across multiple Zoho accounts (e.g., separate orgs for branches or regions), syncing data requires careful planning:
Use APIs with OAuth Scopes:
Authenticate and push/pull data across orgs via secure REST APIs.
Zoho Flow or Middleware:
Create sync logic using Zoho Flow or Creator apps with dual-account API connections.
Data Standardization:
Ensure both orgs use the same field structure and naming conventions.
Scheduled Syncs:
Set daily or hourly batch syncs to avoid API throttling.
Audit Logs:
Maintain logs for traceability, especially if financial or customer data is synced.
Example:
Two regional offices use separate CRM orgs. Zoho Flow syncs leads between them every 6 hours and updates deal statuses for central reporting.
This creates visibility across independent teams while preserving operational autonomy.
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