Custom Query

This pipeline can be used to request and retrieve custom data from your ZOHO CRM account.

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 Custom Query from the dropdown

Query: Write the query to fetch data from the Zoho CRM platform.

Setting Parameters

Parameter Description Values

Parameter	Description	Values
Pagination	*Required* Would you like pagination to be implemented?	`Yes`, `No` *Default Value:* No
Insert Mode	*Optional* 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
Upsert Keys *Dependant*	*Required* *(If Upsert is chosen as the Insert Mode Type)* Comma separated field names on which upsert is to be done. Make sure that the fields mentioned here are also in the SELECT clause.	String value

Pagination

Required

Would you like pagination to be implemented?

Yes, No

Default Value: No

Insert Mode

Optional

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

Upsert Keys Dependant

Required

(If Upsert is chosen as the Insert Mode Type)

Comma separated field names on which upsert is to be done. Make sure that the fields mentioned here are also in the SELECT clause.

String value

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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