USPS Address Verifier for Zoho CRM | Validate & Standardize Addresses

USPS Address verifier for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "USPS Address Verifier"
  3. How to install the "USPS Address Verifier for Zoho CRM"
  4. New button have been added to Leads, Contacts, Accounts, Vendors, Sales Orders, Purchase Orders, Invoices, and Quotes
  5. How to validate the US address in Leads, Contacts, Accounts, Vendors, Sales Orders, Purchase Orders, Invoices, and Quotes modules
  6. Support
Warning

Prerequisites

  1. You must be Zoho CRM's Super Admin.
  2. Zoho CRM Enterprise Edition or Higher is required.

Key Features of "USPS Address Verifier"

  1. US Address Validation: Verify addresses across various modules, including Leads, Contacts, Accounts, Vendors, Sales Orders, Purchase Orders, Invoices, and Quotes.
  2. One-Click Verification: Utilize the "USPS Address Verifier" button to quickly validate addresses within Zoho CRM.
  3. Accurate Address Validation: Ensure address accuracy and compliance with USPS standards, reducing errors and improving data reliability.
  4. Seamless Integration: Fully integrated with Zoho CRM for a smooth and efficient user experience.
  5. Consistent Data Across Modules: Maintain uniform and validated address data across all applicable CRM modules.

How to install "USPS Address Verifier for Zoho CRM"

1. Go to Setup > Marketplace > All.
      All the installed extensions are listed here. Under All extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for, and click "USPS Address Verifier for Zoho CRM."
     Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now."
    If you choose "Start a Free Trial," you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."



1. Choose one of the following, then click Confirm:
  1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
  2. Install for all users - The extension will be installed in CRM for all users.
  3. Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
        The extension will be installed automatically for specific users.



There are two options to purchase the extension; you can purchase "Monthly" or "Annually" based on your needs.

To generate the "Client ID and Client Secret," log in to developer.usps.com with your "username or email address and password," click on "My Apps," and add an app if you don't have any. After creating an app, you will have the "Client ID and Client Secret." Please find the details document to create "Client ID" and "Client Secret."





A widget will show up on the screen during extension installation. You have to provide "USPS Client ID" and "USPS Client Secret" and submit it to authenticate.

New button have been added to Leads, Contacts, Accounts, Vendors, Sales Orders, Purchase Orders, Invoices, and Quotes

Leads Module

A new button, "USPS Address Verifier," has been added to the Leads module:


Contacts Module

A new button, "USPS Address Verifier," has been added to the Contacts module.


Accounts Module

A new button, "USPS Address Verifier," has been added to the Accounts module.


Vendors Module

A new button, "USPS Address Verifier," has been added to the Vendors module.



Sales Order Module

A new button, "USPS Address Verifier," has been added to the Sales Order module.


Purchase Order Module 

A new button, "USPS Address Verifier," has been added to the Purchase Order module.


Invoices Module

A new button, "USPS Address Verifier," has been added to the Invoices module.


Quotes Module

A new button, "USPS Address Verifier," has been added to the Quotes module.


How to validate the address in Leads, Contacts, Accounts, Vendors, Sales Order, Purchase Order, Invoices, and Quotes modules


Leads Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Leads module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.





















Contacts Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Contacts module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Mailing Address and Other Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.















Accounts Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Accounts module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Billing Address and Shipping Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.



















Vendors Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Vendors module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.



















Sales Orders Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Sales Orders module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Billing Address and Shipping Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.



















Purchase Orders Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Purchase Orders module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Mailing Address and Shipping Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.



















Invoices Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Invoices module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Mailing Address and Shipping Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.



















Quotes Module

With Button - "USPS Address Verifier"

To use the USPS Address Verifier in the Quotes module, follow these steps:

  1. Open an existing record or create a new one.
  2. Complete the required fields, including the Mailing Address and Shipping Address information, and save the record.
  3. In the Leads module, click on the "USPS Address Verifier" button.
  4. A widget will appear, allowing you to validate the address by selecting either "Verify using Street, City, Province" or "Verify using the Postal Code."
  5. Click "Validate" to view the verified address directly within the widget.
  6. Select the checkbox and click the "Update" button to save the validated address to the record.



















Info

Support

Contact Number: +919868329081
Website: www.nexivo.co

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