How Do I Integrate a Zoho CRM Advanced Analytics Database to a Zoho Books Advanced Analytics Database In Zoho Reports?

How Do I Integrate a Zoho CRM Advanced Analytics Database to a Zoho Books Advanced Analytics Database In Zoho Reports?

How do I integrate Zoho Books and Zoho CRM?

To setup the Zoho Books add-on in your Zoho CRM advanced analytics database,

  • Open your Zoho CRM Advanced Analytics database
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Zoho Books.
  • In the Import from Zoho Books dialog that opens, Select the organization that you wish to import.
  • Select the entities and their corresponding fields that needs to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Since the Zoho CRM Advanced Analytics connector is already setup in the reporting database. Zoho Reports will auto identify columns and setup joins (lookups) between the Zoho CRM and Zoho Books organization data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.
Note
  • Click Create to setup the add-on. 


Once the setup is completed, the Zoho Books data will be imported into the Zoho CRM database. You can create reports combining the modules of both Zoho CRM and Zoho Books.

For more details of this and other integrations, please click the link below and open in a new window:

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