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On this page
  • Datasource Concepts
  • Step by Step Guide
  • STEP-1: Configure Connection
  • STEP-2: Configure Datasource
  • STEP-3: Create a Dataset
  • STEP-4: Run and schedule Ingestion
  • Advanced Connection Settings
  • Dataset Fields
  1. Ingesting your data
  2. Data Imports
  3. Applications

Zoho CRM

Guide to integrate your Zoho CRM with Sprinkle

PreviousZoho BooksNextZoho Desk

Last updated 1 year ago

Datasource Concepts

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

Step by Step Guide

STEP-1: Configure Connection

To learn about Connection, refer

  • Log into the Sprinkle application

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

  • Select Zoho CRM

  • Provide all the mandatory details

    • Name: Name to identify this connection

    • Advance Settings: Refer

  • Connect to Zoho

  • Test Connection

  • Create

STEP-2: Configure Datasource

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

  • Select Zoho CRM

  • 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

  • Report Type (Required): Type of report

    • Fields

      • Module Name: Select from Contacts, Accounts, Deals, Activities, Campaigns, Tasks, Events, Notes, Calls

    • Layouts

      • Module Name: Select from Leads, Contacts, Accounts, Deals, Activities, Campaigns, Tasks, Events, Notes, Calls

    • Modules

      • Module Name: Select from Leads, Contacts, Deals, Activities, Campaigns, Tasks, Events, Notes, Calls

    • Profiles

    • Records (Records will be fetched incrementally on the Modified_Time column)

      • Module Name: Select from Leads, Contacts, Accounts, Deals, Activities, Campaigns, Tasks, Events, Notes, Calls

    • Roles

    • Users

  • Flatten Level(Required): Select One Level or Multi Level. In one level, flattening will not be applied on complex type. They will be stored as string. In multi-level, flattening will be applied in complex level till they become simple type.

  • Destination Schema (Required): Data warehouse schema where the table will be ingested into

  • Destination Table name (Required): It is the table name to be created on the warehouse. If not given, sprinkle will create like ds_<datasourcename>_<tablename>

  • 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.

  • Max Records Per Job: Each job will fetch maximum of (n) records for a particular dataset.

Dataset Fields

Fields
  • system_mandatory

  • webhook

  • json_type

  • field_label

  • created_source

  • field_read_only

  • display_label

  • ui_type

  • read_only

  • businesscard_supported

  • currency

  • id

  • custom_field

  • lookup

  • visible

  • length

  • view_type_view

  • view_type_edit

  • view_type_quick_create

  • view_type_create

  • api_name

  • unique

  • history_tracking

  • data_type

  • formula

  • mass_update

  • multiselectlookup

  • pick_list_values

  • auto_number

  • blueprint_supported

  • pick_list_values

  • quick_sequence_number

  • lookup_display_label

  • lookup_api_name

  • lookup_module

  • lookup_id

  • sub_module_api_name

  • sub_module_id

  • currency_rounding_option

  • currency_precision

  • decimal_place

Layouts
  • display_label

  • visible

  • name

  • profiles

  • id

  • sections

  • status

Modules
  • global_search_supported

  • kanban_view

  • field_states

  • deletable

  • creatable

  • filter_status

  • inventory_template_supported

  • plural_label

  • presence_sub_menu

  • triggers_supported

  • id

  • isblueprintsupported

  • related_list_properties_fields

  • per_page

  • properties

  • visibility

  • convertable

  • editable

  • emailtemplate_support profiles

  • filter_supported

  • display_field

  • search_layout_fields

  • kanban_view_supported

  • show_as_tab

  • sequence_number

  • singular_label

  • viewable

  • api_supported

  • api_name

  • quick_create

  • generated_type

  • feeds_required

  • scoring_supported

  • webform_supported

  • arguments

  • module_name

  • business_card_field_limit

  • custom_view_display_value

  • custom_view_shared_type

  • custom_view_system_name

  • custom_view_offline

  • custom_view_default

  • custom_view_system_defined

  • custom_view_name

  • custom_view_id

  • custom_view_category

  • custom_view_fields

  • parent_module

Profiles
  • display_label

  • name

  • description

  • id

  • category

Records
  • owner_name

  • owner_id

  • owner_email

  • ownership

  • description

  • _currency_symbol

  • account_type

  • _review_process_approve

  • _review_process_reject

  • _review_process_resubmit

  • website

  • employees

  • last_activity_time

  • industry

  • record_image

  • modified_by_name

  • modified_by_id

  • modified_by_email

  • _state

  • _process_flow

  • phone

  • billing_country

  • account_name

  • id

  • account_number

  • _approved

  • _approval_delegate

  • _approval_approve

  • _approval_reject

  • _approval_resubmit

  • modified_time

  • billing_street

  • created_time

  • _editable

  • billing_code

  • billing_city

  • _in_merge

  • billing_state

  • created_by_name

  • created_by_id

  • created_by_email

  • annual_revenue

  • _approval_state

Roles
  • display_label

  • share_with_peers

  • name

  • description

  • id

  • admin_user

  • reporting_to_name

  • reporting_to_id

Users
  • country

  • role_name

  • role_id

  • customize_info_show_home

  • customize_info_show_detail_view

  • name_format

  • language

  • locale

  • microsoft

  • personal_account

  • isonline

  • default_tab_group

  • modified_by_name

  • modified_by_id

  • theme_normal_tab_font_color

  • theme_normal_tab_background

  • theme_selected_tab_font_color

  • theme_selected_tab_background

  • theme_background

  • theme_screen theme_type

  • id

  • state

  • country_locale

  • sandboxdeveloper

  • first_name

  • email

  • decimal_separator

  • created_time

  • modified_time

  • time_format

  • offset

  • profile_name

  • profile_id

  • time_zone

  • created_by_name

  • created_by_id

  • zuid

  • confirm

  • full_name

  • territories

  • date_format

  • status

To learn about data import, refer

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

Destination Create Table Clause: Provide additional clauses to warehouse-create table queries such as clustering, partitioning, and more, useful for optimizing DML statements. on how to use this field.

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