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