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
有关更多信息，请参阅连接到 SaaS 应用程序。
填写完所需的连接设置后，单击身份验证。
您可能会被要求登录源应用程序。
将显示一个带有身份验证代码的窗口。
将代码复制到剪贴板，然后返回到连接对话框。
粘贴使用源提供的代码完成身份验证中的代码，然后单击验证。
提示注释您可能需要向下滚动才能查看此字段。在状态为已验证时，身份验证即得到验证。
在连接名称中提供连接的名称。
选择打开连接元数据以定义创建连接时的元数据。
| Setting | Description |
|---|---|
| Data gateway | 如果您的用例需要，请选择一个 数据移动网关。 信息注释 此字段不适用于 Qlik Talend Cloud Starter 订阅，因为它不支持 数据移动网关。如果您有另一个订阅层并且不想使用 数据移动网关，请选择无。 有关 数据移动网关 的优势和需要它的用例的信息，请参阅Qlik 数据网关 - 数据移动。 |
| Start Date | 按格式 |
| 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 |