How to Access PSI Portal Profiles from Zoho CRM

Learn how to open a candidate's PSI Client Portal profile from Zoho CRM and identify invalid candidate identifier errors.

June 1, 2026 By Adam McElwee

This guide explains how to navigate from an exam registration record in Zoho CRM directly to the candidate's profile in the PSI Client Portal, and how to identify common candidate identifier errors. Completing this process allows you to efficiently manage test scheduling and resolve integration mismatches between platforms.

This workflow applies to exam coordinators and CRM administrators responsible for tracking candidate testing statuses and troubleshooting integration errors between Zoho CRM and the PSI platform.

Viewing Candidate Profiles in PSI

Step #1: Navigate to the Exam Registrations module in Zoho CRM. — Navigate to the **Exam Registrations** module in Zoho CRM.

Step #2: Select the specific exam registration record you want to review. — Select the specific exam registration record you want to review.

Click the Go To PSI link to open the candidate's profile in the PSI Client Portal.

Step #4: In the PSI portal, review the candidate's active testing records and rescheduling options under the Registrations tab. — In the PSI portal, review the candidate's active testing records and rescheduling options under the **Registrations** tab.

Step #5: Click the Comments tab to view or add notes regarding the candidate's exam registration. — Click the **Comments** tab to view or add notes regarding the candidate's exam registration.

Troubleshooting Identifier Errors

If the integration encounters a data mismatch when trying to open a candidate's profile, the PSI portal will fail to load the record.

Step #6: If you click Go To PSI for a candidate with missing or mismatched data, you will be redirected to a system error page. — If you click **Go To PSI** for a candidate with missing or mismatched data, you will be redirected to a system error page.

Step #7: Look for the Invalid Candidate Identifier error notification in the top right corner. Note the specific error code provided to assist with troubleshooting the integration record. — Look for the **Invalid Candidate Identifier** error notification in the top right corner. Note the specific error code provided to assist with troubleshooting the integration record.

Q: What does the "Invalid Candidate Identifier" error mean?

A: This error occurs when the candidate ID passed from Zoho CRM does not match an existing record in the PSI Client Portal. It usually requires updating the candidate's ID in the CRM.

Q: Where can I see a candidate's upcoming exams in the PSI Portal?

A: Once redirected to the PSI Client Portal, you can view upcoming exams and testing history under the Registrations tab on the candidate's profile.

Term	Definition
Zoho CRM	A customer relationship management platform used here to track exam registrations.
PSI Client Portal	A platform for managing exam candidates, test scheduling, and testing records.
Candidate Identifier	A unique ID used to synchronize a candidate's data between the CRM and the testing portal.

Viewing Candidate Profiles in PSI

Click the Go To PSI link to open the candidate's profile in the PSI Client Portal.

Troubleshooting Identifier Errors

If the integration encounters a data mismatch when trying to open a candidate's profile, the PSI portal will fail to load the record.

Q: What does the "Invalid Candidate Identifier" error mean?

A: This error occurs when the candidate ID passed from Zoho CRM does not match an existing record in the PSI Client Portal. It usually requires updating the candidate's ID in the CRM.

Q: Where can I see a candidate's upcoming exams in the PSI Portal?

A: Once redirected to the PSI Client Portal, you can view upcoming exams and testing history under the Registrations tab on the candidate's profile.

Term

Definition

Zoho CRM

A customer relationship management platform used here to track exam registrations.

PSI Client Portal

A platform for managing exam candidates, test scheduling, and testing records.

Candidate Identifier

A unique ID used to synchronize a candidate's data between the CRM and the testing portal.