Data Destination - Zoho CRM

summary

Help Page for Data Settings for ETL Configuration to Zoho CRM.

constraints

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

Setting items

STEP1 Basic settings

item name	indispensable	Contents
Zoho CRM Connection Configuration	Yes	Select the previously registered Connection Configuration that has the necessary permissions for this ETL Configuration. Please refer here {:target="_blank"} for Connection Configuration .
module	Yes	Specify the name of the Zoho CRM module. Modules can be specified as modules defined in Zoho CRM as well as custom modules created in your Zoho CRM. With Zoho CRM Connection Configuration selected, click on Load Module List to select a module that the customer can specify.
transfer mode	Yes	Select the transfer mode. For details on each mode, see About Transfer Modes below.

STEP2 Detailed settings

item name	indispensable	default value	Contents
Whether or not to abort the transfer if an invalid record is found.	No	No, sir.	Data Destination Zoho CRM will transfer data to Zoho CRM for every 100 cases maximum. For example, if 3 out of 100 records contain invalid id or other values, the default value `(no)` is to transfer 97 records and skip the transfer process for the 3 invalid records and continue with the ETL Job. By setting it to `"Yes"`, you can abort the ETL Job for TROCCO. Please note that even if you `check "Yes"`, 3 out of 100 records are invalid and you abort the ETL Job, the remaining 97 records will still be reflected in Zoho CRM.

About transfer mode

mode (musical mode, mode of probability distribution, state of physical system)	Details
Insert	Append new data to the module.
Update	Updates existing data in the module. During Update, the id column must be present in the Data Destination and contain the Zoho CRM id as a value. For more information, please click here {:target="_blank"}.
Upsert	Append new data to the module andupdate existing data. When Upsert is used, if an id column is specified, the update is performed based on the id. If you do not specify an id column, specify a column that is the key for each module, and updates will be performed based on that key. If the id and key columns are not specified, all data is considered new data and appended. Please refer to the list of columns that can be specified as keys in the transfer mode Upsert described below for the columns that can be specified as keys in each module.

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

module name	Columns that can be specified for key
Leads	Email
Accounts	Account_Name
Contacts	Email
Deals	Deal_Name
Campaigns	Campaign_Name
Cases	Subject
Solutions	Solution_Title
Products	Product_Name
Vendors	Vendor_Name
PriceBooks	Price_Book_Name
Quotes	Subject
SalesOrders	Subject
PurchaseOrders	Subject
Invoices	Subject
CustomModules	Name

For a detailed review of the columns that can be specified as keys in each module, please click here {:target="_blank"} .

Modules supporting each transfer mode

Some modules cannot be transferred depending on the transfer mode you select. Please check the table below to see which modules can be transferred in each transfer mode.

Modes	Module List
Insert	Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom For more information, please click here {:target="_blank"}.
Update	Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom For more information, please click here {:target="_blank"}.
Upsert	Leads, Accounts, Contacts, Deals, Campaigns, Cases, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom For more information, please click here {:target="_blank"}.