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title: Zoho | ||
permalink: /components/extractors/marketing-sales/zoho/ | ||
--- | ||
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* TOC | ||
{:toc} | ||
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This data source uses the [Zoho Bulk Read APIs](https://www.zoho.com/crm/developer/docs/api/v2/bulk-read/overview.html) to extract data from Zoho CRM modules. | ||
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## Supported Endpoints | ||
The supported endpoints are: | ||
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- `crm/bulk/v2/read` | ||
- `crm/bulk/v2/read/{job_id}` | ||
- `crm/bulk/v2/read/{job_id}/result` | ||
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If you need additional endpoints, please submit your request to [ideas.keboola.com](https://ideas.keboola.com/). | ||
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## Configuration | ||
[Create a new configuration](/components/#creating-component-configuration) of the **Zoho** data source connector. | ||
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Click **Authorize Account** to [authorize the configuration](/components/#authorization) with access to the Ad Account you want to extract. Then, select | ||
a [data center](https://help.zoho.com/portal/en/kb/commerce/user-guide/getting-started-with-zoho-commerce/articles/data-centers) of your Zoho instance during the authorization process. | ||
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Once done, you must enter the **account's user email address (`user_email`)** you used to generate the Self Client. | ||
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### Creating a New Report | ||
To create a new report to download, click **Add Row**. | ||
Each report you download will be a [configuration row](https://help.keboola.com/components/#configuration-rows). | ||
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After that, set up the **Module records download configuration (`module_records_download_config`)**. This step is required. | ||
Then, set up the job configuration: | ||
- **Module name (`module_name`)** – The API name of the Zoho CRM module you want to extract records from *[required]*. | ||
- **Field names (`field_names`)** – API names of the module record fields you want to extract. Leave it empty if you want to download all available fields *[optional]*. | ||
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### Sync Options | ||
Next, select one of the **Sync Options (`sync_options`)**. This step is required. There are three modes available: | ||
- Full Sync | ||
- Incremental Sync | ||
- Advanced Sync that allows you to set up custom filtering | ||
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The **Filtering criteria (`filtering_criteria`)** enable you to filter the downloaded records using their fields' values. There is a single filtering criterion and a filtering criteria group. | ||
This can be left empty as this step is optional. | ||
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- *Single filtering criterion:* | ||
- **Field name (`field_name`)** – The API name of the field you want to filter by *[required]*. | ||
- **Operator (`operator`)** – The operator you want to use to filter the field *[required]*. | ||
- **Value (`value`)** – The value you want to use to filter the field. Datetimes must always contain time zone information *[required]*. | ||
- *Filtering criteria group:* | ||
- **Group (`group`)** – List of simple filtering criteria (see above) *[required]*. | ||
- **Group operator (`group_operator`)** – The operator you want to use to combine the filtering criteria; `and` / `or` *[required]*. | ||
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### Destination | ||
Finally, fill in the **Destination settings** to determine what happens in Keboola Storage *[required]*. | ||
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- **Output table name (`output_table_name`)** – The name of the table that should be created or updated in Keboola Storage. The default is `module_name` *[optional]*. | ||
- **Load mode (`load_mode`)** – If full load is used, the destination table will be overwritten every run. If incremental load is used, data will be upserted into the destination table *[required]*. | ||
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Once everything is configured, click **Save** and run the configuration. | ||
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## Output | ||
All output tables contain the `Id` column containing the record's unique ID. It is always used as the output table's primary key in Keboola Storage. | ||
Other fields depend on the module from which you extract the records and the field names specified in the configuration. |