Contents x
    Data Destination - Zoho CRM
      • Print
      • PDF
      Contents

      Data Destination - Zoho CRM

        • Print
        • PDF
        Article summary

        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 nameindispensabledefault valueContents
        Zoho CRM Connection ConfigurationYesSelect the previously registered Connection Configuration that has the necessary permissions for this ETL Configuration.
        Please refer here {:target="_blank"} for Connection Configuration .
        moduleYesSpecify 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 modeYesSelect the transfer mode.
        For details on each mode, see About Transfer Modes below.

        STEP2 Detailed settings

        item nameindispensabledefault valueContents
        Whether or not to abort the transfer if an invalid record is found.NoNo, 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
        InsertAppend new data to the module.
        UpdateUpdates 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"}.
        UpsertAppend new data to the module and****update 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 nameColumns that can be specified for key
        LeadsEmail
        AccountsAccount_Name
        ContactsEmail
        DealsDeal_Name
        CampaignsCampaign_Name
        CasesSubject
        SolutionsSolution_Title
        ProductsProduct_Name
        VendorsVendor_Name
        PriceBooksPrice_Book_Name
        QuotesSubject
        SalesOrdersSubject
        PurchaseOrdersSubject
        InvoicesSubject
        CustomModulesName

        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.

        ModesModule List
        InsertLeads, 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"}.
        UpdateLeads, 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"}.
        UpsertLeads, 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"}.
        Was this article helpful?
        What's Next