Agents

This pipeline can be used to request and retrieve the list of all the users in your CRM account. A user is a person who has access to the organization’s Zoho 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 Agents from the dropdown

Setting Parameters

Parameter	Description	Values
Types	*Required* Select the type of users you want to retrieve.	{ALL USERS, ALL ACTIVE USERS, DEACTIVATED USERS, CONFIRMED USERS, NOT CONFIRMED USERS, DELETED USERS, ACTIVE CONFIRMED USERS, ADMIN USERS, ACTIVE CONFIRMED ADMINS, CURRENT USERS}
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

Types

Required

Select the type of users you want to retrieve.

{ALL USERS, ALL ACTIVE USERS, DEACTIVATED USERS, CONFIRMED USERS, NOT CONFIRMED USERS, DELETED USERS, ACTIVE CONFIRMED USERS, ADMIN USERS, ACTIVE CONFIRMED ADMINS, CURRENT USERS}

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

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.

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