Zoho Reports was rebranded to Zoho Analytics some time ago, and the way you connect it to Zoho CRM has also changed since this article was originally written.
Who can set it up
A user with Administrator profile privileges in Zoho CRM configures the integration. You'll also need an active Zoho Analytics licence, since Zoho CRM users cannot access the advanced reports and dashboards in Zoho Analytics without one.
How to configure it
- Log in as an administrator. Sign in to Zoho CRM with Administrator profile privileges.
- Open the integration. Go to Setup, then Marketplace, then Zoho Advanced Analytics for CRM, and click Configure.
- Choose your fields. Select the fields from each module you want synced. Mandatory fields are preselected and can't be removed.
- Set your sync schedule. Choose how often data should synchronise between Zoho CRM and Zoho Analytics.
- Save. You'll receive an email once your CRM data has been imported into Zoho Analytics.
Note: You can sync up to 95 fields per module. Once set up, subsequent changes to CRM records sync automatically at your scheduled time. If you try to remove a synced module or field that's used in an existing Zoho Analytics report or dashboard, you'll be prompted to disassociate it in Analytics first before the sync can be removed from CRM.
Transferring admin ownership
If the person who originally set up the connector needs to hand it off to a different administrator within the same organisation, contact Zoho Analytics support directly with your organisation name and the email addresses of both the outgoing and incoming administrators.
Important: Deactivating the Zoho Analytics account deletes the data, reports, and dashboards held in Zoho Analytics, so this isn't reversible once done.
Need help? 1 Cloud Consultants can help you set up Zoho Analytics for advanced Zoho CRM reporting, and plan which fields and modules are worth syncing.
Book a discovery call with 1 Cloud Consultants.