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Domo Knowledge Base

Zoho CRM Connector

Version 13

 

Intro

What is happening?
At Domo, we take pride in providing the industry leading, best time to value solution, with an eco-system of over 500 connectors. We regularly review our connector offerings and make enhancements to provide a more robust experience for our customers.

Zoho recently announced that they will be deprecating their older API version 1.0 on December 31, 2018. Starting January 1, 2019, they will only be supporting API version 2.0. To account for this change we have updated the Zoho connector to API version 2.0 on October 30, 2018. The connector version is now 2.90, released on October 30th. 

When is this change happening?
As Zoho indicated here, API version 1.0 will be deprecated on December 31, 2018.

How does this impact me?
All reports running against API version 1.0 will no longer update after December 31, 2018.

What do I have to do?
To minimize disruption, make sure that you re-create all of your DataSets that were created before October 30th, 2018.
 

Zoho CRM is a customer relationship management application with features like procurement, inventory, and some accounting functions from the realm of ERP. Use Domo's Zoho CRM Connector to get data about users, modules, records and the like. To learn more about the Zoho CRM API, visit their page (https://www.zoho.com/crm/help/api/api-methods.html).

The Zoho CRM connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Zoho CRM account in the Data Center. This topic discusses the fields and menus that are specific to the Zoho CRM connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector lets you track your sales pipeline, categorize leads, manage inventory, and keep on top of sales procurement.

Primary Metrics

  • Number of prospects

  • Number of new customers

  • Number of retained customers

  • Close rate

  • Renewal rate

  • Sales calls made

  • Sales calls per opportunity

  • Sales stage duration

  • Sales cycle duration

  • Proposals given

  • Customer lifetime value

  • Upsell ratio

Primary Company Roles

  • Sales

  • Marketing

Average Implementation Time

-

Ease of Use (on a 1-to-10 scale with 1 being easiest)

5

Prerequisites

To connect to your Zoho CRM account and create a DataSet, you must have your Zoho CRM Client ID and Client Secret.

To obtain your Client ID and Client Secret:

  • First, log into your Zoho CRM account.
  • Visit the Zoho API Console and click the Get Started button.
  • Select the Client Type.
  • Provide the Client details and Click Create.

Your Client ID and Client Secret will appear. Copy these values to the respective fields in your ZohoCRM connector UI.

Note:  The Redirect URI is "https://oauth.domo.com/api/data/v2/oauth/providers/zoho-enterprise/exchange".

Connecting to Your Zoho CRM Account

This section enumerates the options in the Credentials and Details panes in the Zoho CRM Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Zoho CRM account. The following table describes what is needed for each field:  

Field

Description

Client ID Enter your Zoho CRM client ID. For more information, see Prerequisites.
Client Secret Enter your Zoho CRM client Secret. For more information, see Prerequisites.
Zoho CRM Edition Select the Zoho CRM Edition.

 

Once you have entered valid Zoho CRM credentials, you can use the same account any time you go to create a new Zoho CRM DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Report menu, in which you specify the data you want to retrieve. Depending on the selected report, various other menus may appear.

Menu

Description

Report

Select the Zoho CRM report you want to retrieve. The following reports are available:

Attachments Returns a list of attachments.
Custom View Records Returns the custom views data of a particular module.
Deleted Records Returns a list of deleted records.
Fields Returns the field meta data for the specified module.
Layouts Returns the layouts associated with the particular module.
Modules Returns a list of modules available in the CRM account.
Notes Returns a list of notes.
Organizations Returns the organization data.
Profiles Returns the data of profiles.
Records Returns a list of available records from a module.
Related List Returns the related list data of a particular module.
Related Records Returns the related list records.
Roles Returns the data of roles.
Search Records Returns the records that matches the search criteria.
Tags Returns all the tags information in an organization.
Users Returns the list of users in your organization.
Module Select the Zoho CRM module to pull data from.
Deleted Record Type Select whether you want to retrieve all deleted  records, permanently deleted records, or deleted records from recycle bin.
Record Id Select the Record Id.
Custom View Name Select the custom view name to get the list of records based on custom views.
Related List API Name Select the related list API name.
Search Parameter Select the search criteria.
Search Condition

Enter the search statement to pull data for.

Format for email: username@domain.com. Example: daly@zylker.com
Format for Phone: xxx-xxx-xxxx. Example: 888-555-2145
Format for Word: Search Word. Example: test
Format for Criteria: (({apiname}:{starts_with|equals}:{value}) and ({apiname}:{starts_with|equals}:{value}))
Example: (Last_Name:equals:Boyle) for Lead Module will search the Last_Name column for rows equaling Boyle
See Zoho API Help Link for more help.

User Type Select the user type you want to pull data for.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

Issues sometimes arise with this connector from permissioning problems. If any data is missing for any reason, then most likely the credentials being used for the connector have fewer permissions than expected. Either enter credentials with full Zoho CRM system access or, through Zoho CRM, provide the account linked to Domo with the proper access.

API Limits

Free Edition

  • 1000 requests/day/organization


Standard Edition

  • Min - 2000 requests/day/organization
  • Max - 5000 requests/day/organization or 250 requests /user license whichever is lower


Professional Edition

  • Min - 3000 requests/day/organization
  • Max - 10000 requests/day/organization or 250 requests /user license whichever is lower


Enterprise Edition

  • Min - 4000 requests/day/organization
  • Max - 25000 requests/day/organization or 500 requests /user license whichever is lower


Zoho CRM will notify CRM administrators (Users with "Administrator" profile) if your organization exceeds the API limit. They also provide API statistics for better assessment of your integration requirements.