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
如需詳細資訊，請參閱連線到 SaaS 應用程式。
在您填入所需的連線設定時按一下驗證。
可能會要求您登入來源應用程式。
會顯示一個視窗，其中有驗證代碼。
將代碼複製到剪貼簿並返回連線對話方塊。
在使用來源提供的代碼完成驗證中貼上代碼並按一下驗證。
提示備註您可能需要向下捲動以查看此欄位。若狀態是已驗證，代表已進行了驗證。
在連線名稱中提供連線名稱。
選取開啟連線中繼資料以在建立後定義連線的中繼資料。
| Setting | Description |
|---|---|
| Data gateway | 如您的使用情況有需要，選取 資料移動閘道。 資訊備註 此欄位無法用於 Qlik Talend Cloud 啟動器 訂閱，因為不支援 資料移動閘道。若您有另一個訂閱層級且不想使用 資料移動閘道，選取無。 如需關於 資料移動閘道 福利的資訊以及需要此項的使用案例，請參閱 Qlik 資料閘道 - 資料移動。 |
| Start Date | 以 |
| 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 |