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    Data Destination - Zoho CRM
    • 07 Dec 2022
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    Data Destination - Zoho CRM

    • Updated on 07 Dec 2022
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    Article Summary

    Note

    This is a machine-translated version of the original Japanese article.
    Please understand that some of the information contained on this page may be inaccurate.

    summary

    This is a help page for setting up data transfer to Zoho CRM.

    Supported Protocols

    • Data Transfer (Embulk)

    constraint

    • Due to the specifications of Zoho CRM's API, there may be a limit to the number of records that can be transferred per day.
      Please refer to the official documentation for details.

    Setting items

    STEP1 Basic settings

    Itemnamerequireddefault
    		valuecontent
    Zoho CRM Connection InformationYes
    		From the connection information registered in advance, select the one that has the necessary permissions for this transfer setting.
    Please refer to here for how to set the connection information.
    moduleYes
    		Specify the module name for Zoho CRM.
    Modules can specify custom modules that you have created in your Zoho CRM in addition to the modules defined in Zoho CRM.
    When you select Zoho CRM connection information and click Load module list, you will be able to select the modules that you can specify.
    Transfer ModeYes
    		Select the transfer mode.
    For details on each mode, see About Transfer Modes below.

    STEP2 Advanced settings

    Itemnamerequireddefault
    		valuecontent
    Whether to abort the transfer if an incorrect record existsNonoThe destination Zoho CRM transfers data to Zoho CRM every 100 items up to a maximum.
    For example, if 3 out of 100 records contain values such as invalid IDs, the default value (いいえ) is to transfer 97 records, skip the 3 illegal transfer processes, and continue the trocco transfer job.
    はいto abort the trocco transfer job.

    はい* Please note that even if 3 out of 100 records are invalid and the transfer job is canceled, the remaining 97 records will be reflected in Zoho CRM.

    About Transfer Modes

    ModeDetails
    InsertAdd new data to the module.
    UpdateUpdate existing data in the module.
    At the time of update, the id column must exist in the data sent to the destination, and the Zoho CRM id must be included as the value.
    Please see here for details.
    UpsertAdd new data to the module and update existing data.
    At the time of UPSERT, if the ID column is specified, the update is performed based on the ID.
    If the id column is not specified, the column that becomes the key is specified for each module, and the update is performed based on the key.
    If the id column and key column are not specified, all data is regarded as new data and appended to it.
    For the columns that are the key in each module, please refer to the list of columns that can be specified as key in the transfer mode Upsert described later.

    List of columns that can be specified as key in transfer mode Upsert

    key

    Columns that can be specified for modulename
    LeadsEmail
    AccountsAccount_Name
    ContactsEmail
    DealsDeal_Name
    CampaignsCampaign_Name
    CasesSubject
    SolutionsSolution_Title
    ProductsProduct_Name
    VendorsVendor_Name
    PriceBooksPrice_Book_Name
    QuotesSubject
    SalesOrdersSubject
    PurchaseOrdersSubject
    InvoicesSubject
    CustomModulesName

    If you would like to check the columns that can be specified as key in each module, please refer to this page.

    Modules for each transfer mode

    Some modules cannot be transferred depending on the transfer mode you select, so please check the table below for the modules that can be transferred in each transfer mode.

    ModeModule List
    InsertLeads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom

    Please see here for details.
    UpdateLeads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom

    Please see here for details.
    UpsertLeads, Accounts, Contacts, Deals, Campaigns, Cases, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom

    Please see here for details.
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