# Zoho Analytics

## Data Import Concepts

Before setting up the data import, learn about data import concepts [here](https://docs.sprinkledata.com/product/ingesting-your-data/pipelines)

## Step by Step Guide

### STEP-1: Configure Connection

To learn about Connection, refer [here](https://docs.sprinkledata.com/product/ingesting-your-data/pipelines)

* Log into the Sprinkle application
* Navigate to Ingest -> Connections Tab -> Setup connections ->&#x20;
* Select Zoho Analytics
* Provide all the mandatory details
  * *Name*: Name to identify this connection
  * *Advance Settings:* Refer [here](#advanced-connection-settings)
* Connect to Zoho
* Test Connection&#x20;
* Create

### STEP-2: Configure Data Import

To learn about data import, refer [here](https://docs.sprinkledata.com/product/ingesting-your-data/pipelines)

* Navigate to Ingest -> Data Imports Tab -> Setup sources ->&#x20;
* Select Zoho Analytics
* Provide the name -> Create
* **Connection Tab**:&#x20;
  * 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](https://docs.sprinkledata.com/product/ingesting-your-data/pipelines). 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** ta&#x62;**:**

* 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

<details>

<summary>Zoho_Calls</summary>

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

</details>

<details>

<summary>Zoho_Contacts</summary>

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

</details>

<details>

<summary>Zoho_Deals</summary>

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

</details>

<details>

<summary>Zoho_Leads</summary>

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

</details>
