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

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

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

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

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