Zoho CRM
Zoho CRM ETL connector for data replication

Snapshot

Features
Details
Release Status
Released
Source API Version
v2
Table Selection
Yes
Column Selection
Yes
Edit Integration
Yes
Replication Type Selection
No
Authentication Parameters
zoho account email Passoword
Replication Type
Key Based Replication
Replication Key
Modified_Time
Suggested Replication Frequency
24 hrs
Tables/APIs Supported
Quotes
Solutions
Vendors
Cases
Campaigns
Products
Leads
Accounts
Contacts
Deals
Tasks
Events
Calls
Price_Books
Sales_Orders
Purchase_Orders
Invoices
Notes
Activities

Integrate ZohoCRM with Daton

  1. 1.
    Signin to Daton
  2. 2.
    Select ZohoCRM from Integrations page
  3. 3.
    Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later
  4. 4.
    Provide Zoho Account Email and Password to authorize Daton to periodically extract data from ZohoCRM
  5. 5.
    Post successful authentication, you will be prompted to choose from the list of available tables
  6. 6.
    Then select all required fields for each table
  7. 7.
    Submit the integration

Workflow

  1. 1.
    Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
  2. 2.
    Users would be able to edit/pause/re-activate/delete integration anytime
  3. 3.
    Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

ZohoCRM Data

Quotes
Purpose: Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Discount
NUMERIC
Description
STRING
currency_symbol
STRING
Shipping_State
STRING
Tax
NUMERIC
Modified_By
RECORD
converted
BOOLEAN
process_flow
BOOLEAN
Deal_Name
STRING
Valid_Till
STRING
Billing_Country
STRING
Team
STRING
Account_Name
RECORD
id
STRING
Carrier
STRING
approved
BOOLEAN
Quote_Stage
STRING
Grand_Total
NUMERIC
Solutions
Purpose: Set of solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Zoho CRM data
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Status
STRING
approval
RECORD
Owner
RECORD
Modified_Time
STRING
currency_symbol
STRING
Created_Time
STRING
Comments
STRING
No_of_comments
NUMERIC
Product_Name
STRING
editable
BOOLEAN
Add_Comment
STRING
Solution_Number
STRING
Answer
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Solution_Title
STRING
Question
STRING
id
STRING
Created_By
RECORD
Vendors
Purpose: Vendors include companies, people, and contractors from which your company gets products and services. They can be either direct manufacturers or resellers.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Email
STRING
Category
STRING
Description
STRING
currency_symbol
STRING
Vendor_Name
STRING
Website
STRING
Record_Image
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Phone
STRING
Street
STRING
Zip_Code
STRING
id
STRING
approved
BOOLEAN
approval
RECORD
Modified_Time
STRING
Created_Time
STRING
editable
BOOLEAN
Cases
Purpose: In general, case trouble tickets are used to capture customer feedback on various types of issues that arise after purchasing a product or service from your company.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Email
STRING
Description
STRING
currency_symbol
STRING
Internal_Comments
STRING
No_of_comments
NUMERIC
Reported_By
STRING
Case_Number
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Deal_Name
RECORD
Phone
STRING
Account_Name
RECORD
id
STRING
approved
BOOLEAN
Solution
STRING
Status
STRING
approval
RECORD
Modified_Time
STRING
Campaigns
Purpose: campaign management helps you to plan, execute and monitor campaigns in an organized way. You can do the followin
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Status
STRING
approval
RECORD
Owner
RECORD
Modified_Time
STRING
Description
STRING
currency_symbol
STRING
Campaign_Name
STRING
Created_Time
STRING
editable
BOOLEAN
End_Date
STRING
Type
STRING
Modified_By
RECORD
Num_sent
STRING
process_flow
BOOLEAN
Expected_Revenue
NUMERIC
Actual_Cost
NUMERIC
id
STRING
Expected_Response
STRING
Created_By
RECORD
Products
Purpose: Products can be either goods or services, which are sold or procured by your organization
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Product_Category
STRING
Qty_in_Demand
NUMERIC
Owner
RECORD
Description
STRING
currency_symbol
STRING
Vendor_Name
RECORD
Sales_Start_Date
STRING
Tax
STRING
Product_Active
BOOLEAN
Record_Image
STRING
Modified_By
RECORD
Product_Code
STRING
process_flow
BOOLEAN
Manufacturer
STRING
id
STRING
Support_Expiry_Date
STRING
approved
BOOLEAN
approval
RECORD
Modified_Time
STRING
Leads
Purpose: Leads are the details gathered about an individual or representatives of an organization
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Company
STRING
Email
STRING
Description
STRING
currency_symbol
STRING
Rating
STRING
Website
STRING
Twitter
STRING
Salutation
STRING
Last_Activity_Time
STRING
First_Name
STRING
Full_Name
STRING
Lead_Status
STRING
Industry
STRING
Record_Image
STRING
Modified_By
RECORD
Skype_ID
STRING
converted
BOOLEAN
process_flow
BOOLEAN
Accounts
Purpose: Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Ownership
STRING
Description
STRING
currency_symbol
STRING
Account_Type
STRING
Rating
STRING
SIC_Code
NUMERIC
Shipping_State
STRING
Website
STRING
Employees
NUMERIC
Last_Activity_Time
STRING
Industry
STRING
Record_Image
STRING
Modified_By
RECORD
Account_Site
STRING
process_flow
BOOLEAN
Phone
STRING
Billing_Country
STRING
Account_Name
STRING
Contacts
Purpose: Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Email
STRING
Description
STRING
currency_symbol
STRING
Vendor_Name
STRING
Mailing_Zip
STRING
Other_Phone
STRING
Mailing_State
STRING
Twitter
STRING
Other_Zip
STRING
Mailing_Street
STRING
Other_State
STRING
Salutation
STRING
Other_Country
STRING
Last_Activity_Time
STRING
First_Name
STRING
Full_Name
STRING
Asst_Phone
STRING
Record_Image
STRING
Tasks
Purpose: A task is a specific piece of work that is usually time bound. In Zoho CRM, tasks are listed in the record's Home page, Activities home page, and in other related records.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Status
STRING
approval
RECORD
Owner
RECORD
Modified_Time
STRING
Description
STRING
currency_symbol
STRING
Due_Date
STRING
Priority
STRING
Created_Time
STRING
Closed_Time
STRING
editable
BOOLEAN
Subject
STRING
Send_Notification_Email
BOOLEAN
se_module
STRING
Modified_By
RECORD
Recurring_Activity
STRING
process_flow
BOOLEAN
What_Id
RECORD
id
STRING
Events
Purpose: An event is an activity that happens at a given place and time. They are listed in the Zoho CRM's Home page of the user, Activities home page, Calendar and in other related records.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
All_day
BOOLEAN
Owner
RECORD
Check_In_State
STRING
Check_In_Address
STRING
Description
STRING
currency_symbol
STRING
Start_DateTime
STRING
Latitude
STRING
Participants
STRING
Event_Title
STRING
calendar_booking_event
BOOLEAN
End_DateTime
STRING
Check_In_By
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Check_In_City
STRING
id
STRING
Check_In_Comment
STRING
approved
BOOLEAN
Calls
Purpose:automatically log all call activities, texts, call recordings and voicemails under your contacts
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Call_Duration
STRING
Owner
RECORD
Description
STRING
currency_symbol
STRING
calendar_booking_call
BOOLEAN
Modified_By
RECORD
process_flow
BOOLEAN
Call_Purpose
STRING
id
STRING
Call_Status
STRING
approved
BOOLEAN
Who_Id
STRING
approval
RECORD
Modified_Time
STRING
Reminder
STRING
Created_Time
STRING
Call_Start_Time
STRING
Billable
BOOLEAN
editable
BOOLEAN
Price_Books
Purpose: Price Books are used for selling products at different prices, based on the agreement terms with a particular type of customer.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
approval
RECORD
Owner
RECORD
Modified_Time
STRING
Pricing_Details
STRING
Description
STRING
currency_symbol
STRING
Created_Time
STRING
editable
BOOLEAN
Active
BOOLEAN
Modified_By
RECORD
Pricing_Model
STRING
process_flow
BOOLEAN
Price_Book_Name
STRING
id
STRING
Created_By
RECORD
Tag
STRING
approved
BOOLEAN
Purchase_Orders
Purpose: A Purchase Order is an order placed for procuring products or services from your vendors.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Discount
NUMERIC
Description
STRING
currency_symbol
STRING
Vendor_Name
RECORD
Shipping_State
STRING
Tax
NUMERIC
PO_Date
STRING
Modified_By
RECORD
process_flow
BOOLEAN
Billing_Country
STRING
id
STRING
Carrier
STRING
approved
BOOLEAN
Status
STRING
Sales_Commission
NUMERIC
Grand_Total
NUMERIC
approval
RECORD
Modified_Time
STRING
Notes
Purpose: In Zoho CRM, you can associate notes to the records by specifying the required detail
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
Owner
RECORD
Owner
RECORD
Modified_Time
STRING
attachments
STRING
Created_Time
STRING
Parent_Id
RECORD
editable
BOOLEAN
se_module
STRING
Modified_By
RECORD
size
STRING
voice_note
BOOLEAN
id
STRING
Created_By
RECORD
Note_Title
STRING
Note_Content
STRING
Activities
Purpose: An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields
Name
Target Datatype
All_day
STRING
Check_In_State
STRING
Owner
RECORD
currency_symbol
STRING
Latitude
STRING
Participants
STRING
process_flow
BOOLEAN
Check_In_City
STRING
Call_Purpose
STRING
id
STRING
Check_In_Comment
STRING
approved
BOOLEAN
Check_In_Status
STRING
Who_Id
STRING
Status
STRING
approval
RECORD
Venue
STRING
ZIP_Code
STRING
Activity_Type
STRING