Zoho Analytics

Guide to integrate your Zoho Analytics with Sprinkle

Data Import Concepts

Before setting up the data import, learn about data import concepts here

Step by Step Guide

STEP-1: Configure Connection

To learn about Connection, refer here

  • Log into the Sprinkle application

  • Navigate to Ingest -> Connections Tab -> Setup connections ->

  • Select Zoho Analytics

  • Provide all the mandatory details

    • Name: Name to identify this connection

    • Advance Settings: Refer here

  • Connect to Zoho

  • Test Connection

  • Create

STEP-2: Configure Data Import

To learn about data import, refer here

  • Navigate to Ingest -> Data Imports Tab -> Setup sources ->

  • Select Zoho Analytics

  • Provide the name -> Create

  • Connection Tab:

    • From the drop-down, select the name of the connection created in STEP-2

    • Update

STEP-3: Create a Dataset

Datasets Tab: To learn about Dataset, refer here. Add a Dataset for each report/dataset that you want to integrate, providing the following details:-

  • Organization Name*

  • Workspace Name*

  • View Name*

  • Table Size*: If Tables/Reports have more than one million rows, select Big table size.

  • Data Load*:

    • Overwrite: Data will be overwritten in the destination table.

    • Append: Data will be appended in the destination table.

      • Unique Id: To remove duplicate records present in the table, provide a unique id. If your key contains any special characters, replace it with _.

  • Destination Schema: Data warehouse schema where the table will be ingested into.

  • Destination Table Name*: Table name to be created on the warehouse. Only alphanumerics and underscore are allowed.

  • Create

STEP-4: Run and schedule Ingestion

In the Ingestion Jobs tab:

  • Trigger the Job, using the Run button.

  • To schedule, enable Auto-Run. Change the frequency if needed.

Advanced Connection Settings

  • API Read Timeout (In seconds): If reading the data takes more time than (n) seconds it will automatically timeout.

  • API Connection Timeout (In seconds): API will wait for the server to respond for (n) seconds, if the server does not respond it timeouts.

  • Retry Limit: If the API fails due to the API usage limit exceeded it will retry (n) more times.

  • Retry Sleep Time (In milliseconds): Before retrying it will wait for (n) milliseconds.

  • Version: Enter the required version.

Dataset Fields

Zoho_Calls
  1. id

  2. call_start_time

  3. call_owner

  4. subject

  5. call_type

  6. call_purpose

  7. call_duration__in_seconds_

  8. created_time

  9. modified_time

  10. contactid

  11. accountid

  12. potentialid

  13. leadid

  14. call_duration__in_minutes_

  15. contact_name

  16. related_to

  17. semodule

  18. call_duration

  19. description

  20. call_result

  21. created_by

  22. modified_by

  23. tag

  24. description_for_outgoing_call

  25. call_owner_name

Zoho_Contacts
  1. id

  2. last_name

  3. contact_owner

  4. email

  5. lead_source

  6. mobile

  7. created_time

  8. tasks_involved

  9. events_involved

  10. calls_involved

  11. activities_involved

  12. created_by

  13. modified_time

  14. identity_proof_number

  15. identity_proof

  16. account_name

  17. contact_owner_name

  18. full_name

  19. reporting_to

  20. email_opt_out

Zoho_Deals
  1. deal_name

  2. deal_owner_name

  3. created_time

  4. deal_owner

  5. amount

  6. closing_date

  7. stage

  8. forecast_type

  9. type

  10. lead_source

  11. probability____

  12. age_in_days

  13. age_tier

  14. amount_tier

  15. converted_from_lead

  16. tasks_involved

  17. modified_time

  18. city__other_

  19. events_involved

  20. deal_closed_time

  21. deal_cancelled_time

  22. calls_involved

  23. activities_involved

  24. tasks_only

  25. events_only

  26. calls_only

  27. created_by

  28. contact_name

  29. account_name

  30. admission_stage

  31. branch_name

  32. grade

  33. board_name

  34. centre_city

  35. deal_uid

  36. lead_uid

  37. date_of_birth

  38. academic_year

  39. admission_source

  40. how_did_you_hear_about_our_school_preschool

  41. admission_sub_source

  42. admission_mode

  43. current_grade

  44. were_you_recommended_by_family_friend_

  45. admission_counsellor_name

  46. brand_name

  47. tag

  48. not_interested

  49. mother_email_id

  50. father_email

  51. modified_by

  52. campaign_source

  53. lead_conversion_time

  54. overall_sales_duration

  55. sales_cycle_duration

  56. if_not_interested_is_others

  57. description

  58. father_mobile

  59. mother_mobile

  60. expected_revenue

  61. admission_done_date

  62. territory_name

  63. deal_owner_in_text

  64. created_by_in_text

  65. modified_by_in_text

  66. contact_name_in_text

  67. id

  68. id_in_text

  69. lead_created_time

  70. time

  71. campaign_name

  72. medium_website_

  73. enrolment_code

  74. sub_source_website_

  75. kit_sold_date

  76. proposed_franchisee_model

  77. sub_source

Zoho_Leads
  1. id

  2. first_name

  3. last_name

  4. company

  5. lead_owner

  6. email

  7. mobile

  8. is_converted_

  9. lead_status

  10. lead_source

  11. created_time

  12. modified_time

  13. territory

  14. corporate_location

  15. property

  16. state__property_

  17. part_of_68_city

  18. hours_age

  19. untouched

  20. region

  21. lead_lost_reason

  22. full_time_devote_to_business

  23. city

  24. lead_type

  25. lead_names

  26. admission_mode

  27. uid

  28. tasks_only

  29. centre_city

  30. lead_stage

  31. events_only

  32. grade_list

  33. branch_name

  34. calls_only

  35. board_name

  36. how_did_you_hear_about_our_school_preschool

  37. admission_sub_source

  38. admission_source

  39. campaign_name

  40. industry

  41. child_name

  42. admission_status

  43. unqualified_reason

  44. sub_source

  45. sub_source__website_

  46. admission_year

  47. academic_year

  48. brand_name

  49. convert_lead

  50. tag

  51. product_interested

  52. property_size__sqft_

  53. description

  54. state_name

  55. lost_reason_comments

  56. lead_owner_name

  57. converted_deal

  58. converted_time

  59. full_name

  60. lead_assign_date

  61. source

  62. activities_involved

  63. hour_calculation_basis_ct

  64. lead_number

  65. admission_sub_status

  66. tasks_involved

  67. email_opt_out

  68. events_involved

  69. web_page_url

  70. calls_involved

  71. website_url

  72. category

  73. converted_account

  74. disqualified_not_interested_reason

  75. converted_contact

  76. call_duration_bet2hrs

  77. website

  78. time

  79. time_lead_assign_datesm

  80. content

  81. medium_website_

  82. adcampaign_id

  83. adgroup_id

  84. creative

  85. device

  86. extension

  87. facebook_form_name

  88. facebook_id

  89. keyword_details

  90. lead_form_id

  91. location

  92. matchtype

  93. school_id

  94. board

  95. grade

  96. created_by

  97. status

  98. call_attempt1

  99. call_attempt2

  100. call_attempt3

  101. call_attempt4

  102. call_attempt5

  103. call_attempt6

  104. call_status

  105. term

  106. cc_agent_name

  107. invalid_number

  108. investment

  109. layout

  110. size_of_property

  111. latest_content

  112. latest_medium

  113. latest_source

  114. latest_subsource

  115. latest_term

  116. inside_sales_transfer_date

  117. sm_lead_status

  118. transfer_to_inside_sales

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