Deleted Records

This pipeline can be used to request and retrieve the list of all the deleted records available in 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 Deleted Records from the dropdown

Setting Parameters

Parameter	Description	Values
Modules	*Required* Select the modules that you would like to fetch from the Zoho CRM platform.	{Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoice, Custom, Activities}
Types	*Required* Select the type of deleted records you want to retrieve.	{All, Recycle, Permanent}
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

Modules

Required

Select the modules that you would like to fetch from the Zoho CRM platform.

{Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoice, Custom, Activities}

Types

Required

Select the type of deleted records you want to retrieve.

{All, Recycle, Permanent}

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
Number of Days	*Optional* Enter the number of days for which you wish you get the data in each run.	'NUMBER'

Filter

Description

Values

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.

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