If you've created a new field in Zoho CRM and it isn't appearing in Zoho Analytics after a sync, this is usually because the field hasn't been explicitly included in the sync configuration, rather than a genuine fault.
The Fix: Add the Field to Your Sync Configuration
- In Zoho CRM, go to Marketplace, then Zoho, then find Advanced Analytics for CRM, and click Configure (or Get Started if setting it up for the first time).
- In the Zoho Analytics Configuration dialog, select the module your new field belongs to.
- Tick your new field specifically. Mandatory fields are preselected and can't be unticked, but custom fields need to be explicitly chosen.
- Save your configuration and trigger a sync, either manually or waiting for the next scheduled one.
Other Reasons a Field Might Not Sync
- Deleted dependent fields. If a field your new field depends on has been deleted in Zoho CRM, the whole sync can stop entirely. Either restore the dependent field, or edit your sync configuration to remove fields that depend on it.
- Connector limits. On lower Zoho Analytics plans, only a limited number of connectors are supported; upgrading your plan may be needed if you're hitting this limit.
- Permission or authentication issues. If the user who originally configured the connector has been deactivated or removed from the Admin role, re-authenticate the connector by going to the connector's Data Sources page and clicking Re-authenticate, logging in with a current Admin user.
Note: Zoho Analytics notifies you in-app about sync failures, and by email if a sync continuously fails for more than 24 hours, so a persistent failure shouldn't go unnoticed for long.
Need help? 1 Cloud Consultants can help you configure and troubleshoot the Zoho CRM to Zoho Analytics sync, including field selection and connector re-authentication.
Book a discovery call with 1 Cloud Consultants.