Is there a way to sync user comments in Zoho Books with Zoho Analytics?
Hi,
Is there a way to sync the comments associated with a customer record with Zoho analytics? I have integrated Books with Analytics and I cannot see a way to pull the notes/comments across for reporting.
We have multiple versions of books for different companies in our group and I use analytics to consolidate financial information across all companies. For each company i have created "debtors" dashboards listing customer information such as amount overdue, last payment date, customer contact notes etc to share with managers who do not have access to Books. At the moment all the financial information is auto updated via the integrations however the "comments" have to be manually updated which is a pain. I have looked at the Books API and none of the Json request responses seem to include the comments added by users. I looked at using Zoho Flow to connect Books to Analytics and again it seems the Books APi does not give a response that includes the comments.
There must be someone else out there in the Zoho Community with a similar need - and maybe they have solved the problem. if so please get in touch.
Thank you
Susan
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
What's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Zoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.