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.

• For more information about connecting to SaaS applications, see Koppla till SaaS-program.

• For more information about Lite connectors, see Klassificeringar för SaaS-tillämpnings-kopplingar.

• Depending on your use case, you might need to install Gateway för dataflytt to move data from SaaS applications. For more information, see När krävs Gateway för dataflytt?.

Supported update methods

For more information, see Översikt över metoder för måluppdatering.

Landing tasks:

• Reload and compare

Replication tasks:

• Full load

Landing data in a data lake tasks:

• Reload

Preparing for authentication

To access your Zoho CRM data, you need to authenticate the connection with your account credentials.

Creating the connection

For more information, see Koppla till SaaS-program.

1. 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.

2. Copy the code to the clipboard and return to the connection dialog.

3. Paste the code in Complete authentication with the code provided by the source and click Verify.

   Anteckning om tipsYou may need to scroll down to see this field.

   When status is Verified,the authentication is verified.

4. Provide a name for the connection in Connection name.

5. Select Open connection metadata to define metadata for the connection when it has been created.