Zoho CRM
Zoho CRM is online CRM software, part of the Zoho online software suite. You can use Zoho CRM as a data source when landing or replicating data.
Zoho CRM integration replicates data using the Zoho CRM API.
See the Schema section for a list of objects available for replication.Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To retrieve your client secret and ID:
- Log into your Zoho CRM account.
- Click Add Client.
- Select Qlik Server Based App.
- Enter your client name.
- In the Homepage URL field, enter www.qlik.com.
- Make sure Authorized Redirect URIs is set to https://connector.qlik.com/auth/oauth/v3.htm.
- Click Create.
- Navigate to Client Secret tab.
- Copy and paste your client secret and client ID into a secured file.
Creating the connection
For more information, see Connessione alle applicazioni SaaS.
Click Authenticate when you have filled in the required connection settings.
You may be asked to log in to the source application.
A window is displayed with an authentication code.
Copy the code to the clipboard and return to the connection dialog.
Paste the code in Complete authentication with the code provided by the source and click Verify.
Nota di suggerimentoYou may need to scroll down to see this field.When status is Verified, the authentication is verified.
Provide a name for the connection in Connection name.
Select Open connection metadata to define metadata for the connection when it has been created.
| Setting | Description |
|---|---|
| Data gateway | Selezionare un Gateway Data Movement se richiesto dal proprio caso di utilizzo. Nota informatica Questo campo non è disponibile con la sottoscrizione a Avvio Qlik Talend Cloud, poiché non supporta il Gateway Data Movement. Se si dispone di un altro livello di sottoscrizione e non si desidera utilizzare il Gateway Data Movement, selezionare Nessuno. Per informazioni sui vantaggi del Gateway Data Movement e quando è richiesto, vedere Qlik Data Gateway - Movimento dati. |
| Start Date | Inserire la data, nel formato |
| Client ID | Client ID. |
| Client Secret | Client secret. |
| Select Fields by Default | Select this check box to include new Zoho CRM fields in replication datasets automatically. |
Schema
Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.
The schema and info displayed below is for version 2.
Depending on your destination, table and column names may not appear as they are outlined below.
currencies
The currencies table contains info about the currencies in your Zoho CRM account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
organization
The organization table contains info about the organization in your Zoho CRM account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
profiles
The profiles table contains info about the profiles in your Zoho CRM account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
roles
The roles table contains info about the roles in your Zoho CRM account.
Replication Method | Full Table |
Primary Key | id |
| Useful links |
territories
The territories table contains info about the territories in your Zoho CRM account.
Replication Method | CDC |
Primary Key | id |
| Useful links |
users
The users table contains info about the users in your Zoho CRM account.
Replication Method | CDC |
Primary Key | id |
| Useful links |