Map your pipeline

Settings → Mapping decides which Zoho deals go to AWS, when, and how their fields become an ACE opportunity. Every save creates a new, numbered version, and the mapping check at the top says whether a deal crossing the gate could be submitted right now.

#Submission and solutions

• Partner solution IDs (1 to 10, from Partner Central, such as S-1234567) are attached to every submission. The check lists the solutions in your default account so you can add them with one click.
• Default primary needs from AWS are used when a deal doesn't say what it needs from AWS.

#Stages and the submission gate

Each Zoho stage maps to an ACE stage (Prospect, Qualified, Technical Validation, Business Validation, Committed, Launched, Closed Lost). One Zoho stage is the submission gate: a deal is sent to AWS when it reaches that stage or a later one.

• Below the gate, a deal is tracked as pending. Nothing is sent.
• Deals that are already Closed Won or Closed Lost when CoSell first sees them are never sent.
• A deal already in AWS keeps syncing when it closes, so AWS learns the outcome.

#Which deals go to AWS

Not every deal is a co-sell deal. The deal filter holds rules on Zoho Deals fields: picklists, multi-selects, checkboxes and text. Only open deals that match are tracked. New workspaces start with Co-sell with AWS is checked, so a seller opts a deal in by ticking the box. You can add rules such as Cloud_Provider is AWS, and combine them with all or any.

Preview against Zoho shows the verdict for your most recently changed deals before you save.

#Which AWS account gets each deal

With several AWS accounts linked, routing rules pick the account each new deal is created in. Each rule has:

• a name;
• the AWS account;
• conditions on Zoho fields, in the same editor as the deal filter (for example Region is EMEA);
• optionally, that account's own solution IDs.

The first rule that matches wins. A deal that no rule matches goes to the default account. A deal follows the rules on every sync until AWS has it, then it stays in that account. The mapping check warns when a rule points at a missing or unverified account, reads a field Zoho doesn't have, or submits with another account's solutions.

#Fields

The field map (advanced) connects Zoho fields to ACE fields. The defaults cover what AWS requires:

Target close date, next steps and the business problem also come back from AWS when AWS changes them.

#Amounts and currency

ACE takes expected spend per month, in USD only. CoSell reads your Zoho org's currency when Zoho connects:

• If Zoho works in USD, amounts are sent as they are.
• Otherwise, enter the rate 1 USD = … (your currency). CoSell converts Zoho amounts to USD for ACE, and USD spend from AWS referrals back into the deal's Amount.
• Without a rate, deals stop at needs information and say why. AWS's own figure is always kept in ACE_Expected_Spend (for example USD 12,500 / Monthly).

If CoSell cannot read the currency, enter it by hand under Zoho currency.