Zeploy Help
Step-by-step guides for every part of Zeploy. New here? Start with Start your trial.
Getting started
- Start your trialSign up, choose a plan and start your 7-day free trial.
- Connect your first orgCreate an organization for your customer and connect their Zoho CRM.
- Your first ZeploymentA short tour from two connected orgs to your first Zeployment.
Metadata
- ConnectionsConnect Zoho orgs, group them by customer, rename them, reconnect and disconnect.
- Run a diffCompare two Zoho orgs and see what is new, different or missing.
- Review and ZeployReview your selected changes, confirm a production Zeployment, and watch it run.
- ValidateCheck your changes against the target before you Zeploy, and learn which findings block a Zeployment.
- Request approval for ZeploymentIf you can't Zeploy directly, send your changes to an owner or admin for approval.
- Approve or reject a requestOwners and admins review requests from members and either Zeploy them or send them back.
Records
- Compare recordsCompare one module between two orgs and pick the rows to insert or update.
- Apply recordsReview your selected rows, confirm a production target and watch the run.
Activity
- DashboardSee how many Zeployments you have run and how they went.
- HistoryFind past runs, diffs, snapshots, approval requests and the audit trail.
- Change setsSave a selection of metadata changes and Zeploy it again later.
- RoadmapSee what Zeploy has shipped and what is coming next.
Account
- Team and permissionsInvite teammates, set roles and grant the Can Zeploy and Manage payment permissions.
- Plan and billingSee your plan and account code, change plan, update your card, download invoices and cancel.
- Data retentionChoose how long Zeploy keeps snapshots, history and staged record data.
- Close your accountErase your data or close the account permanently, and what to do if payment is overdue.
Support
- Feedback and supportSend a bug, idea or question from inside Zeploy, or email support.