# Zoho CRM ## Pipeline Concepts Before setting up the pipeline, learn about pipeline 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 -> * Select Zoho CRM * Provide all the mandatory details * *Name*: Name to identify this connection * *Advance Settings:* Refer [here](#advanced-connection-settings) * Connect to Zoho * Test Connection * Create ### STEP-2: Configure Pipeline To learn about pipeline, refer [here](https://docs.sprinkledata.com/product/ingesting-your-data/pipelines) * Navigate to Ingest -> Pipelines 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 ### 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 * *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\_\\_\ * *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](https://docs.sprinkledata.com/product/integrating-your-data/data-imports/destination-create-table-clause) on how to use this field. * 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. * **Max Records Per Job:** Each job will fetch maximum of (n) records for a particular dataset. ## Dataset Fields
Fields * system\_mandatory * webhook * json\_type * field\_label * created\_source * field\_read\_only * display\_label * ui\_type * read\_only * businesscard\_supported * currency * id * custom\_field * lookup * visible * length * view\_type\_view * view\_type\_edit * view\_type\_quick\_create * view\_type\_create * api\_name * unique * history\_tracking * data\_type * formula * mass\_update * multiselectlookup * pick\_list\_values * auto\_number * blueprint\_supported * pick\_list\_values * quick\_sequence\_number * lookup\_display\_label * lookup\_api\_name * lookup\_module * lookup\_id * sub\_module\_api\_name * sub\_module\_id * currency\_rounding\_option * currency\_precision * decimal\_place
Layouts * display\_label * visible * name * profiles * id * sections * status
Modules * global\_search\_supported * kanban\_view * *field\_states* * deletable * creatable * filter\_status * inventory\_template\_supported * plural\_label * presence\_sub\_menu * triggers\_supported * id * isblueprintsupported * related\_list\_properties\_fields * per\_page * *properties* * visibility * convertable * editable * emailtemplate\_support profiles * filter\_supported * display\_field * search\_layout\_fields * kanban\_view\_supported * show\_as\_tab * sequence\_number * singular\_label * viewable * api\_supported * api\_name * quick\_create * generated\_type * feeds\_required * scoring\_supported * webform\_supported * arguments * module\_name * business\_card\_field\_limit * custom\_view\_display\_value * custom\_view\_shared\_type * custom\_view\_system\_name * custom\_view\_offline * custom\_view\_default * custom\_view\_system\_defined * custom\_view\_name * custom\_view\_id * custom\_view\_category * custom\_view\_fields * parent\_module
Profiles * display\_label * name * description * id * category
Records * owner\_name * owner\_id * owner\_email * ownership * description * \_currency\_symbol * account\_type * \_review\_process\_approve * \_review\_process\_reject * \_review\_process\_resubmit * website * employees * last\_activity\_time * industry * record\_image * modified\_by\_name * modified\_by\_id * modified\_by\_email * \_state * \_process\_flow * phone * billing\_country * account\_name * id * account\_number * \_approved * \_approval\_delegate * \_approval\_approve * \_approval\_reject * \_approval\_resubmit * modified\_time * billing\_street * created\_time * \_editable * billing\_code * billing\_city * \_in\_merge * billing\_state * created\_by\_name * created\_by\_id * created\_by\_email * annual\_revenue * \_approval\_state
Roles * display\_label * share\_with\_peers * name * description * id * admin\_user * reporting\_to\_name * reporting\_to\_id
Users * country * role\_name * role\_id * customize\_info\_show\_home * customize\_info\_show\_detail\_view * name\_format * language * locale * microsoft * personal\_account * isonline * default\_tab\_group * modified\_by\_name * modified\_by\_id * theme\_normal\_tab\_font\_color * theme\_normal\_tab\_background * theme\_selected\_tab\_font\_color * theme\_selected\_tab\_background * theme\_background * theme\_screen theme\_type * id * state * country\_locale * sandboxdeveloper * first\_name * email * decimal\_separator * created\_time * modified\_time * time\_format * offset * profile\_name * profile\_id * time\_zone * created\_by\_name * created\_by\_id * zuid * confirm * full\_name * territories * date\_format * status