- 2 Minutes to read
- 2 Minutes to read
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses manage their customer interactions, sales, marketing, and support processes in one central location.
The Dataddo Zoho CRM connector can currently extract these datasets:
In order to access the data, you need to have sufficient permissions in the Zoho CRM app.
How to Create a New Zoho CRM Data Source
Sign in to your Dataddo account. Navigate to Sources and click on Create Source in the top right corner.
From the list of connectors, choose Zoho CRM.
First, select the required Dataset and click on Next.DATADDO TIP
If you are not sure which dataset you need, but know the metrics and attributes, use the Search by Name or Attribute function.
From the drop-down menu, choose your Account connected to Dataddo and Profile. Click on Next to continue with the setup.Didn't find your account?
If you want to connect a new account that is not on the list, click on Add new Account at the bottom of the drop-down. You will be redirected to the authorization/sign-in page to confirm the right account. Once you confirm, you will be redirected back to the Dataddo app.
Choose a Name for your Data Source, and select the Metrics and Attributes. To continue to the next page, click Next.DATADDO TIP
The metrics and attributes depend on the dataset. If you need different metrics and attributes, go back to step 3 to select another dataset.
Configure your shapshotting preferences. You can select the exact Time of your synchronization under Advanced Settings. Confirm your setup by clicking on Next.NOTE
To load historical data, please refer to Manual Data Load.
Before saving the source, preview your data by clicking on the Test Data button. Adjust the date range to see a more specific range of data.
Click on Save and congratulations, your new data source is ready!
Broken View / Error Message
If you cannot see a preview of your data, go back a few steps and check your setup. The most common causes are:
- Date range: We recommend a smaller date range. If you need to load historical data, check our guide.
- Invalid metrics, attributes, or breakdowns: You may not have any data for the selected metrics, attributes, or breakdowns.
- Combination of metrics, attributes, or breakdowns: The combination you have selected cannot be queried together. Please refer to the service's documentation to view a full list of which metrics can be included in the same source.
Feel free to contact us and we will help you with the setup. To speed the process of resolving your issue, make sure you provide us with sufficient information.