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Zoho CRM

Connect Zoho CRM to sanda: what to prepare, the fields the connection form asks for, and how its data lands in your warehouse.

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Connect Zoho CRM

  1. Open the catalogue. In the console, go to Data · Connections and press New connection.
  2. Choose Zoho CRM. It is listed under crm and support; you can also search for it by name.
  3. Fill in the form. Enter the fields below. Credentials go straight to sanda’s sync engine and are never stored in sanda’s database.
  4. Choose what to sync. Pick the streams you want, and a sync mode for each. See choose what to sync.
  5. Run the first sync. sanda tests the connection, then lands each stream as a table in your warehouse.

Configuration fields

What the connection form asks for. Required fields are marked; the rest are optional.

Field Type Required Description
Max Concurrent Requests integer No Maximum number of concurrent requests to the Zoho CRM API. When left empty, the connector detects your Zoho CRM edition via the organization API and uses that edition's limit (Free: 5, Standard: 10, Professional: 15, Enterprise: 20, Ultimate: 25), defaulting to 5 if detection fails. Set this to raise the limit without re-authenticating, or to throttle the connector when sharing API credits with other integrations.
Client ID string, secret Yes OAuth2.0 Client ID.
Client Secret string, secret Yes OAuth2.0 Client Secret.
Data Center Location string Yes Please choose the region of your Data Center location. One of US, AU, EU, IN, CN, JP.
Environment string Yes Please choose the environment. One of Production, Developer, Sandbox.
Refresh Token string, secret Yes OAuth2.0 Refresh Token.
Start Date string No ISO 8601, for instance: YYYY-MM-DD, YYYY-MM-DD HH:MM:SS+HH:MM

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