Skip to main content

Zoho

Requirements

  • You must be an Account Administrator to create a set of OAuth 2.0 credentials such as <Client_ID> and <Client_Secret>.

Catalog Managed - Integration in Progress

To get things started with Zoho in Catalog, you will need to be a Zoho Account Administrator and provide us with:

The following parameters should be used:

  • Client Type: Self Client
  • Scope: ZohoAnalytics.metadata.read
  • Time Duration: 3 h

For more information on how to retrieve this information, see the Zoho Analytics API Documentation.

You can send the credentials info to us using Safenote via Slack or email under this format:

{
"server_uri": "analyticsapi.zoho.XXX",
"client_id": "1234",
"client_secret": "1234",
"code": "1234"
}

For your first sync, it will take up to 48 h and we will let you know when it is complete.

If you are not comfortable giving us access to your credentials, please continue to Client Managed.

Client Managed

Doing a One Shot Extract

For your trial, you can simply give us a one shot view of your BI tools. In order to do this, you need to extract Zoho workspaces to this format and then upload files to Catalog.

We are currently integrating Zoho into our extraction package but it is not fully ready yet. If you wish to check it out for other BI tools, here is a Google Colab you can use.

Zoho to Catalog Translation

Zoho Element Mapping

What are the Zoho elements' native names and how do you translate them to Catalog:

  • Zoho Table = Catalog dashboard_type "VIZ_MODEL"
  • Zoho Dashboard = Catalog dashboard_type "DASHBOARD"
  • Zoho Report = Catalog dashboard_type "TILE"