Zoho CRM
Zoho CRM ETL connector for data replication
Snapshot
Activities
Integrate ZohoCRM with Daton
Signin to Daton
Select ZohoCRM from Integrations page
Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later
Provide Zoho Account Email and Password to authorize Daton to periodically extract data from ZohoCRM
Post successful authentication, you will be prompted to choose from the list of available tables
Then select all required fields for each table
Submit the integration
Workflow
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
Users would be able to edit/pause/re-activate/delete integration anytime
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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