Setup Guide - Zoho CRM

Follow our setup guide to reverse ETL to Zoho CRM using DataChannel.

Prerequisites

To connect Zoho CRM to DataChannel, you need:

  • An active Zoho CRM account with permissions to write data to the accounts you’d like to sync.

Setup instructions

  1. Create a data model and specify the data warehouse from which you want the data for your Zoho CRM. If you have not yet added a data warehouse, go to data warehouse tab and add a warehouse.

  2. Authorise DataChannel to connect to your Zoho CRM platform using OAuth.

zoho crm reverse new creds
zohocrm new creds oauth

  1. Click on + Data Sync to start adding data syncs to your account.

    zoho crm reverse data destination detail

  2. Details of individual syncs are available here.

  3. Select the required sync fron the list and click Next

zoho crm reverse syncs list

  1. Configure the sync by setting the report parameters in the given fields.

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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