Accounts

Accounts are the companies or departments within a company with which you have business dealings. In Zoho CRM, single or multiple contacts can be associated to an account. This pipeline can be used to request and retrieve the list of all the accounts associated with your CRM account. Read more about this here

Configuring the Credentials

Select the account credentials which has access to relevant ZOHO CRM data from the dropdown menu & Click Next

Credentials not listed in dropdown ?: Click on + Add New for adding new credentials

Data Pipelines Details

Data Pipeline: Select Accounts from the dropdown
Fields: Select the fields that you would like to fetch from the Zoho CRM platform. You can click on View Schema anytime to see the schema of the table being created.

Each of the selected field will create one or more columns in the database table in the destination warehouse. For a complete list of all the available fields along with their explanation refer this link.

Setting Parameters

Parameter	Description	Values
Insert Mode	*Required* Specifies the manner in which data will get updated in the data warehouse : UPSERT will insert only new records or records with changes, APPEND will insert all fetched data at the end, and REPLACE will drop the existing table and recreate a fresh one on each run. Recommended to use "Upsert" option unless there is a specific requirement.	{Upsert, Append, Replace} *Default Value:* UPSERT

Parameter

Description

Values

Insert Mode

Required

Specifies the manner in which data will get updated in the data warehouse : UPSERT will insert only new records or records with changes, APPEND will insert all fetched data at the end, and REPLACE will drop the existing table and recreate a fresh one on each run. Recommended to use "Upsert" option unless there is a specific requirement.

{Upsert, Append, Replace}

Default Value: UPSERT

Advanced Filters

Click on + Add New for adding advanced filters

Available advanced filters are as under:-

Filter Description Values

Filter	Description	Values
Approved	*Optional* Select the approval type *Recommended to select all values.*	`TRUE, FALSE, BOTH`
Converted	*Optional* Select if converted or not *Recommended to select all values.*	`TRUE, FALSE, BOTH`
Number of Days	*Optional* Enter the number of days for which you wish you get the data in each run.	'NUMBER'

Approved

Optional

Select the approval type Recommended to select all values.

TRUE, FALSE, BOTH

Converted

Optional

Select if converted or not Recommended to select all values.

TRUE, FALSE, BOTH

Number of Days

Optional

Enter the number of days for which you wish you get the data in each run.

'NUMBER'

Datapipeline Scheduling

Scheduling specifies the frequency with which data will get updated in the data warehouse. You can choose between Manual Run, Normal Scheduling or Advance Scheduling.

Manual Run: If scheduling is not required, you can use the toggle to run the pipeline manually.
Normal Scheduling: Use the dropdown to select an interval-based hourly, monthly, weekly, or daily frequency.
Advance Scheduling: Set schedules fine-grained at the level of Months, Days, Hours, and Minutes.

Detailed explanation on scheduling of pipelines can be found here

Dataset & Name

Dataset Name: Key in the Dataset Name(also serves as the table name in your data warehouse).Keep in mind, that the name should be unique across the account and the data source. Special characters (except underscore _) and blank spaces are not allowed. It is best to follow a consistent naming scheme for future search to locate the tables.
Dataset Description: Enter a short description (optional) describing the dataset being fetched by this particular pipeline.
Notifications: Choose the events for which you’d like to be notified: whether "ERROR ONLY" or "ERROR AND SUCCESS".

Once you have finished click on Finish to save it. Read more about naming and saving your pipelines including the option to save them as templates here

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

Subscribe to our Newsletter for latest updates at DataChannel.