Deals

This sync can be used to upload deals details from your data warehouse to the Zoho CRM platform.

You can find more information on Zoho CRM’s documentation page

SETUP

Configuring the Credentials

Select the account credentials which has access to relevant Zoho CRM account from the given list & Click Next

Credentials not listed ?: Click on + for adding new credentials and fill the form that pops-up.

Data Sync Details

Data Sync: Select Deals & click Next

How do you want to fetch data?: Select whether you want to fetch data from the Data Model or from Table/ View.
Data Model: In case you want to fetch data using Data Model, select the data model that you would like to use for this sync. Checkout how to configure a model here.
Data Warehouse: In case you want to fetch data using Table/ View, select the data warehouse that you would like to use for this sync.
Table / View: Select the Table/ view in the data warehouse that you would like to use for this sync.

Setting Parameters

Parameter Description Values

Parameter	Description	Values
Map Fields	*Required* This refers to the manner in which data will get updated from the data warehouse to your Zoho CRM. Select a destination field and model field, and click Add. Note that it is mandatory to map the `Deal_Name` of the deal.	{Destination Field, Model Field}
Fetch Mode	*Required* This refers to the manner in which data will get updated : FULL will update the entire column(s) from the selected data, INCREMENTAL will update the fresh record(S) added since last fetch	`FULL`, `INCREMENTAL` *Default Value:* FULL
Incremental Key *Dependant*	*Required (If Fetch Mode = Incremental)* Choose the field which will serve as Incremental key.	Select Incremental Key
Insert Mode	*Required* This refers to the manner in which data will get updated , with 'Update' selected, you can update the details of existing users; and with 'Append' selected, you can add new users. Selecting 'Delete' allows you to delete users.	`Update`, `Append`, `Delete` *Default Value:* Append

Map Fields

Required

This refers to the manner in which data will get updated from the data warehouse to your Zoho CRM. Select a destination field and model field, and click Add. Note that it is mandatory to map the Deal_Name of the deal.

{Destination Field, Model Field}

Fetch Mode

Required

This refers to the manner in which data will get updated : FULL will update the entire column(s) from the selected data, INCREMENTAL will update the fresh record(S) added since last fetch

FULL, INCREMENTAL

Default Value: FULL

Incremental Key Dependant

Required (If Fetch Mode = Incremental)

Choose the field which will serve as Incremental key.

Select Incremental Key

Insert Mode

Required

This refers to the manner in which data will get updated , with 'Update' selected, you can update the details of existing users; and with 'Append' selected, you can add new users. Selecting 'Delete' allows you to delete users.

Update, Append, Delete

Default Value: Append

Data Sync Scheduling

Set the schedule for the sync to run. Detailed explanation on scheduling of syncs can be found here

Dataset & Name

Give your sync a name and some description (optional) and click on Finish to save it. Read more about naming and saving your syncs 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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