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
id
call_start_time
call_owner
subject
call_type
call_purpose
call_duration__in_seconds_
created_time
modified_time
contactid
accountid
potentialid
leadid
call_duration__in_minutes_
contact_name
related_to
semodule
call_duration
description
call_result
created_by
modified_by
tag
description_for_outgoing_call
call_owner_name
Zoho_Contacts
id
last_name
contact_owner
email
lead_source
mobile
created_time
tasks_involved
events_involved
calls_involved
activities_involved
created_by
modified_time
identity_proof_number
identity_proof
account_name
contact_owner_name
full_name
reporting_to
email_opt_out
Zoho_Deals
deal_name
deal_owner_name
created_time
deal_owner
amount
closing_date
stage
forecast_type
type
lead_source
probability____
age_in_days
age_tier
amount_tier
converted_from_lead
tasks_involved
modified_time
city__other_
events_involved
deal_closed_time
deal_cancelled_time
calls_involved
activities_involved
tasks_only
events_only
calls_only
created_by
contact_name
account_name
admission_stage
branch_name
grade
board_name
centre_city
deal_uid
lead_uid
date_of_birth
academic_year
admission_source
how_did_you_hear_about_our_school_preschool
admission_sub_source
admission_mode
current_grade
were_you_recommended_by_family_friend_
admission_counsellor_name
brand_name
tag
not_interested
mother_email_id
father_email
modified_by
campaign_source
lead_conversion_time
overall_sales_duration
sales_cycle_duration
if_not_interested_is_others
description
father_mobile
mother_mobile
expected_revenue
admission_done_date
territory_name
deal_owner_in_text
created_by_in_text
modified_by_in_text
contact_name_in_text
id
id_in_text
lead_created_time
time
campaign_name
medium_website_
enrolment_code
sub_source_website_
kit_sold_date
proposed_franchisee_model
sub_source
Zoho_Leads
id
first_name
last_name
company
lead_owner
email
mobile
is_converted_
lead_status
lead_source
created_time
modified_time
territory
corporate_location
property
state__property_
part_of_68_city
hours_age
untouched
region
lead_lost_reason
full_time_devote_to_business
city
lead_type
lead_names
admission_mode
uid
tasks_only
centre_city
lead_stage
events_only
grade_list
branch_name
calls_only
board_name
how_did_you_hear_about_our_school_preschool
admission_sub_source
admission_source
campaign_name
industry
child_name
admission_status
unqualified_reason
sub_source
sub_source__website_
admission_year
academic_year
brand_name
convert_lead
tag
product_interested
property_size__sqft_
description
state_name
lost_reason_comments
lead_owner_name
converted_deal
converted_time
full_name
lead_assign_date
source
activities_involved
hour_calculation_basis_ct
lead_number
admission_sub_status
tasks_involved
email_opt_out
events_involved
web_page_url
calls_involved
website_url
category
converted_account
disqualified_not_interested_reason
converted_contact
call_duration_bet2hrs
website
time
time_lead_assign_datesm
content
medium_website_
adcampaign_id
adgroup_id
creative
device
extension
facebook_form_name
facebook_id
keyword_details
lead_form_id
location
matchtype
school_id
board
grade
created_by
status
call_attempt1
call_attempt2
call_attempt3
call_attempt4
call_attempt5
call_attempt6
call_status
term
cc_agent_name
invalid_number
investment
layout
size_of_property
latest_content
latest_medium
latest_source
latest_subsource
latest_term
inside_sales_transfer_date
sm_lead_status
transfer_to_inside_sales
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