Zoho Analytics

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