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