How to Import Data from Zoho Applications into Zoho Analytics – Step-by-Step Guide

[Zoho Analytics] How to Import Data from Zoho Apps?

Import Data from Zoho Applications

Zoho Analytics offers seamless and powerful integration capabilities with a wide range of other Zoho applications such as Zoho CRM, Zoho Creator, Zoho Books, Zoho Desk, and many others within the Zoho ecosystem. These integrations enable users to centralize their business data for better visibility and analytics. This comprehensive guide provides step-by-step instructions on how to effortlessly import and synchronize data from various Zoho applications into your Zoho Analytics workspace, empowering you to build insightful reports and interactive dashboards based on real-time data.


      1. Go to your Zoho Analytics Workspace

      2. Click on the "Data Sources" in the left panel and click "Zoho Apps"

      3. Select the Zoho application from which you want to import your data

      4. Authenticate and authorize using your Zoho credentials

      5. Select Applications, Forms or Organization depending on application and select modules and columns for the data.
Info
Info:
Examples of commonly imported Zoho applications include:
  1. Zoho Books


  2. Zoho CRM


  3. Zoho Creator
     
      4. Select how often the data will be synced (hourly, daily, weekly, etc)

      5. Click "Create"

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