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 连接到 SaaS 应用程序.

• 数据网关 - 数据移动 must be installed to land or replicate data from SaaS applications. For more information, see Qlik 数据网关 - 数据移动.

Supported update methods

For more information, see 更改处理.

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

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.

   提示注释You 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.