Zoho CRM
Guide to integrate your Zoho CRM with Sprinkle
Last updated
Guide to integrate your Zoho CRM with Sprinkle
Last updated
Before setting up the data import, learn about data import concepts here
To learn about Connection, refer here
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 here
Connect to Zoho
Test Connection
Create
To learn about data import, refer here
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
Datasets Tab: To learn about Dataset, refer here. Add a Dataset for each report/dataset that you want to integrate, providing the following details
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>
Destination Create Table Clause: Provide additional clauses to warehouse-create table queries such as clustering, partitioning, and more, useful for optimizing DML statements. Learn more on how to use this field.
Create
In the Ingestion Jobs tab:
Trigger the Job, using the Run button
To schedule, enable Auto-Run. Change the frequency if needed
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.