Zoho Analytics

Guide to integrate your Zoho Analytics with Sprinkle

Pipeline Concepts

Before setting up the pipeline, learn about pipeline 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 pipeline

To learn about pipeline, refer here

• Navigate to Ingest -> pipelines 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