Zoho CRM
Zoho CRM ETL connector for data replication
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
- 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
- 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
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.
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
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.
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.
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
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
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
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
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
Replication: Key-Based Replication
Replication Key: Modified_Time
Fields