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. Signin to Daton

  2. Select ZohoCRM from Integrations page

  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. Provide Zoho Account Email and Password to authorize Daton to periodically extract data from ZohoCRM

  5. Post successful authentication, you will be prompted to choose from the list of available tables

  6. Then select all required fields for each table

  7. Submit the integration

Workflow

  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. Users would be able to edit/pause/re-activate/delete integration anytime

  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.

Source API Documentation https://www.zoho.com/crm/help/developer/api/quotes-response.html

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

approval

RECORD

Modified_Time

STRING

Billing_Street

STRING

Adjustment

NUMERIC

Created_Time

STRING

Terms_and_Conditions

STRING

Sub_Total

NUMERIC

editable

BOOLEAN

Billing_Code

STRING

Product_Details

RECORD

Subject

STRING

Contact_Name

RECORD

Shipping_City

STRING

Shipping_Country

STRING

Shipping_Code

STRING

Billing_City

STRING

Quote_Number

STRING

Billing_State

STRING

line_tax

RECORD

Created_By

RECORD

Tag

STRING

Shipping_Street

STRING

Solutions

Purpose: Set of solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Zoho CRM data

Source API Documentation https://www.zoho.com/crm/help/developer/api/solutions-response.html

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

Tag

STRING

approved

BOOLEAN

Vendors

Purpose: Vendors include companies, people, and contractors from which your company gets products and services. They can be either direct manufacturers or resellers.

Source API Documentation https://www.zoho.com/crm/help/developer/api/vendors-response.html

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

City

STRING

State

STRING

GL_Account

STRING

Country

STRING

Created_By

RECORD

Tag

STRING

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.

Source API Documentation https://www.zoho.com/crm/help/developer/api/cases-respones.html

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

Priority

STRING

Created_Time

STRING

Comments

STRING

Product_Name

RECORD

editable

BOOLEAN

Add_Comment

STRING

Case_Origin

STRING

Case_Reason

STRING

Subject

STRING

Type

STRING

Tag

STRING

Created_By

RECORD

Related_To

RECORD

Campaigns

Purpose: campaign management helps you to plan, execute and monitor campaigns in an organized way. You can do the followin

Source API Documentation https://www.zoho.com/crm/help/developer/api/campaigns-respones.html

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

Tag

STRING

Parent_Campaign

STRING

Start_Date

STRING

approved

BOOLEAN

Budgeted_Cost

NUMERIC

Products

Purpose: Products can be either goods or services, which are sold or procured by your organization

Source API Documentation https://www.zoho.com/crm/help/developer/api/products-respones.html

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

Created_Time

STRING

Commission_Rate

NUMERIC

Product_Name

STRING

Handler

STRING

editable

BOOLEAN

Support_Start_Date

STRING

Usage_Unit

STRING

Qty_Ordered

NUMERIC

Qty_in_Stock

NUMERIC

Created_By

RECORD

Tag

STRING

Sales_End_Date

STRING

Unit_Price

NUMERIC

Taxable

BOOLEAN

Reorder_Level

NUMERIC

Leads

Purpose: Leads are the details gathered about an individual or representatives of an organization

Source API Documentation https://www.zoho.com/crm/help/developer/api/leads-respones.html

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

Phone

STRING

Street

STRING

Zip_Code

STRING

id

STRING

Email_Opt_Out

BOOLEAN

approved

BOOLEAN

Designation

STRING

approval

RECORD

Modified_Time

STRING

Created_Time

STRING

editable

BOOLEAN

City

STRING

No_of_Employees

NUMERIC

Mobile

STRING

Last_Name

STRING

State

STRING

Lead_Source

STRING

Country

STRING

Tag

STRING

Created_By

RECORD

Fax

STRING

Annual_Revenue

NUMERIC

Secondary_Email

STRING

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

Source API Documentation https://www.zoho.com/crm/help/developer/api/accounts-respones.html

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

id

STRING

Account_Number

STRING

approved

BOOLEAN

Ticker_Symbol

STRING

approval

RECORD

Modified_Time

STRING

Billing_Street

STRING

Created_Time

STRING

editable

BOOLEAN

Billing_Code

STRING

Parent_Account

STRING

Shipping_City

STRING

Shipping_Country

STRING

Shipping_Code

STRING

Billing_City

STRING

Billing_State

STRING

Tag

STRING

Created_By

RECORD

Fax

STRING

Annual_Revenue

NUMERIC

Shipping_Street

STRING

Contacts

Purpose: Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons

Source API Documentation https://www.zoho.com/crm/help/developer/api/contacts-respones.html

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

Department

STRING

Modified_By

RECORD

Skype_ID

STRING

process_flow

BOOLEAN

Assistant

STRING

Phone

STRING

Mailing_Country

STRING

Account_Name

STRING

id

STRING

Email_Opt_Out

BOOLEAN

approved

BOOLEAN

Reporting_To

STRING

approval

RECORD

Modified_Time

STRING

Date_of_Birth

STRING

Mailing_City

STRING

Other_City

STRING

Created_Time

STRING

Title

STRING

editable

BOOLEAN

Other_Street

STRING

Mobile

STRING

Home_Phone

STRING

Last_Name

STRING

Lead_Source

STRING

Tag

STRING

Created_By

RECORD

Fax

STRING

Secondary_Email

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.

Source API Documentation https://www.zoho.com/crm/help/developer/api/tasks-respones.html

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

Created_By

RECORD

Tag

STRING

approved

BOOLEAN

Remind_At

STRING

Who_Id

RECORD

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.

Source API Documentation https://www.zoho.com/crm/help/developer/api/events-respones.html

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

Remind_At

STRING

Who_Id

STRING

Check_In_Status

STRING

Check_In_Country

STRING

approval

RECORD

Modified_Time

STRING

Venue

STRING

ZIP_Code

STRING

Created_Time

STRING

editable

BOOLEAN

recurrence_id

STRING

Longitude

STRING

Check_In_Time

STRING

se_module

STRING

Recurring_Activity

STRING

What_Id

RECORD

Check_In_Sub_Locality

STRING

u_id

STRING

Created_By

RECORD

Tag

STRING

send_notification

BOOLEAN

Calls

Purpose:automatically log all call activities, texts, call recordings and voicemails under your contacts

Source API Documentation https://www.zoho.com/crm/help/developer/api/calls-respones.html

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

Subject

STRING

se_module

STRING

Call_Type

STRING

Call_Result

STRING

What_Id

RECORD

Call_Duration_in_seconds

STRING

Created_By

RECORD

Tag

STRING

Price_Books

Purpose: Price Books are used for selling products at different prices, based on the agreement terms with a particular type of customer.

Source API Documentation https://www.zoho.com/crm/help/developer/api/price-books-respones.html

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.

Source API Documentation https://www.zoho.com/crm/help/developer/api/purchase-orders-response.html

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

PO_Number

STRING

Due_Date

STRING

Billing_Street

STRING

Adjustment

NUMERIC

Created_Time

STRING

Terms_and_Conditions

STRING

Sub_Total

NUMERIC

editable

BOOLEAN

Billing_Code

STRING

Product_Details

RECORD

Subject

STRING

Tracking_Number

STRING

Contact_Name

RECORD

Excise_Duty

NUMERIC

Shipping_City

STRING

Shipping_Country

STRING

Shipping_Code

STRING

Billing_City

STRING

Requisition_No

STRING

Billing_State

STRING

line_tax

RECORD

Created_By

RECORD

Tag

STRING

Shipping_Street

STRING

Notes

Purpose: In Zoho CRM, you can associate notes to the records by specifying the required detail

Source API Documentation https://www.zoho.com/crm/help/developer/api/notes-response.html

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.

Source API Documentation https://www.zoho.com/crm/help/developer/api/activities-response.html

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

Priority

STRING

Created_Time

STRING

Call_Start_Time

STRING

editable

BOOLEAN

Longitude

STRING

Check_In_Time

STRING

Call_Result

STRING

Recurring_Activity

STRING

What_Id

RECORD

Created_By

RECORD

Call_Duration

STRING

Check_In_Address

STRING

Description

STRING

Closed_Time

STRING

Start_DateTime

STRING

End_DateTime

STRING

Check_In_By

STRING

Modified_By

RECORD

Call_Status

STRING

Check_In_Country

STRING

Modified_Time

STRING

Reminder

STRING

Due_Date

STRING

Billable

BOOLEAN

Subject

STRING

se_module

STRING

Call_Type

STRING

Check_In_Sub_Locality

STRING

Call_Duration_in_seconds

STRING

Tag

STRING