Advanced Analytics for Adobe Commerce (Magento)

Advanced Analytics for Adobe Commerce (Magento)

The Advanced Analytics Connector for Adobe Commerce (Magento) simplifies the import and analysis of eCommerce data, enabling businesses to gain deep insights into sales performance, customer behavior, and product trends. With interactive dashboards and detailed reports, teams can track revenue, order patterns, inventory movement, and conversion metrics. This integration empowers you to optimize store performance, improve merchandising strategies, and drive data-driven growth across their online storefronts.

Prerequisites

Before setting up the Advanced Analytics Connector, you need to create an integration for Zoho Analytics in your Adobe Commerce (Magento) account.

  1. Log in to your Adobe Commerce (Magento) Admin account.
  2. Navigate to System Settings > Extensions > Integrations.



  3. On the Integrations page, click Add New Integration.



  4. In the New Integration page, provide the Name, Email, and Callback URL.
  5. Select the API section from the left pane and choose All under API Resources.



  6. Return to the Integration Info section, enter your Admin password, and click Save and Activate.



  7. Once the integration is activated, the following credentials will be generated:
    • Consumer Key
    • Consumer Secret
    • Access Token
    • Access Token Secret



These credentials are required to configure the Adobe Commerce (Magento) connector in Zoho Analytics.

Setting up the Integration

A user with administrator privileges (Account admin, and Org admins) can configure the integration.

Follow the below steps to seamlessly import your Adobe Commerce (Magento) data into Zoho Analytics:

  1. On the Zoho Analytics home page, click Import Your Data.
  2. Navigate to the E-Commerce tab and select Adobe Commerce (Magento) from the available data sources.



  3. The Step 1: Import from Adobe Commerce (Magento) dialog will appear.
  4. Enter the Workspace Name and Workspace Description (Optional).



  5. Enter the Sub Domain, Consumer Key, Consumer Secret, Access Token and Token Secret of your Adobe Commerce (Magento) account and click Authenticate. Please refer to the above steps for more details.
  6. From the Step 2: Import from Adobe Commerce (Magento) dialog select the Code and select their Modules and Fields from which you intend to import data.



  7. In the How Often section, set up a schedule to import data at regular intervals. Refer to the Data Sync frequency section to learn more.



  8. Click Create.

The data import process will be initiated and may take a few minutes depending on the data being imported. You’ll receive an email and in-app notification once the initial data fetch is complete.

Note:

  • The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
  • The setup process can sometimes fail for a variety of reasons. In this case we request you to access the Data source tab and click the Retry link to import again. If the issue persists then write to support@zohoanalytics.com.

Modules & Fields (What are the modules and fields in Adobe Commerce (Magento) that will be synchronized in Zoho Analytics Workspace?)

The below table lists the modules and fields that will be synced to Zoho Analytics.

Modules Fields
Customer Groups Customer Group ID, Customer Group Name, Tax Class ID, Tax Class Name
Orders Entity ID, Base Currency Code, Base Discount Amount, Base Discount Invoiced, Base Grand Total, Base Discount Tax Compensation Amount, Base Discount Tax Compensation Invoiced, Base Shipping Amount, Base Shipping Discount Amount, Base Shipping Discount Tax Compensation Amount, Base Shipping Including Tax, Base Shipping Invoiced Amount, Base Shipping Tax Amount, Base SubTotal, Base SubTotal Including Tax, Base SubTotal Invoiced Amount, Base Tax Amount, Base Tax Invoiced Amount, Base Total Due, Base Total Invoiced Amount, Base Total Invoiced Cost, Base Total Refunded Offline, Base Total Paid, Base Total Refunded, Base To Global Exchange Rate, Base To Order Exchange Rate, Billing Address ID, Created Time, Customer ID, Discount Amount, Discount Invoiced, Discount Refunded, Global Currency Code, Grand Total, Discount Tax Compensation Amount, Discount Tax Compensation Invoiced, Discount Tax Compensation Refunded, Order ID, Is Virtual, Order Currency Code, Protect Code, Quote ID, Shipping Amount, Shipping Description, Shipping Discount Amount, Shipping Discount Tax Compensation Amount, Shipping Including Tax Amount, Shipping Invoiced Amount, Shipping Refunded Amount, Shipping Tax Amount, Shipping Tax Refunded Amount, Order State, Order Status, Store Currency Code, Store ID, Store To Base Rate, Store To Order Rate, SubTotal, SubTotal Including Tax, Subtotal Invoiced, Tax Amount, Tax Invoiced, Total Due, Total Invoiced, Total Paid, Last Modified Time, Is Guest Customer, Billing City, Billing Country, Billing Address E-mail, Billing Address First Name, Billing Customer Address ID, Billing Address Last Name, Billing Address Postal Code, Billing Region, Billing Region Code, Billing Street, Billing Phone
Order Items Amount Refunded, Base Amount Refunded, Base Discount Amount, Base Discount Amount Invoiced, Base Discount Tax Compensation Amount, Base Discount Tax Compensation Amount Invoiced, Base Original Price, Base Price, Base Price Including Tax, Base Row Invoiced, Base Row Total, Base Row Total Including Tax, Base Tax Amount, Base Tax Invoiced, Created Time, Discount Amount, Discount Invoiced, Discount Percentage, Discount Tax Compensation Amount, Discount Tax Compensation Amount Invoiced, Order Item ID, Order ID, Original Price, Item Price, Price Including Tax, Product ID, Product Type, Quantity Cancelled, Quantity Invoiced, Quantity Ordered, Quantity Refunded, Quantity Shipped, Row Invoiced Amount, Row Total, Row Weight, Row Total Including Tax, Tax Amount, Tax Amount Invoiced, Tax Percentage, Last Modified Time, Weight
Order Payments Payment ID, Ordered Amount, Paid Amount, Ordered Base Amount, Paid Base Amount, Shipping Base Amount, Base Shipping Captured Amount, Payment Method, Order ID, Shipping Amount, Shipping Captured
Order Shipping Addresses Shipping Address ID, Shipping First Name, Shipping Last Name, Shipping E-mail, Shipping City, Shipping Country, Shipping Customer Address ID, Shipping Postal Code, Shipping Region, Shipping Region Code, Shipping Street, Shipping Telephone, Entity ID
Categories Category ID, Parent Category ID, Category Name, Category Position, Category level, Child Categories, Created Time, Last Modified Time
Customers Customer ID, Group ID, Default Billing Address ID, Default Shipping Address ID, Created Time, Last Modified Time, Created In, Date Of Birth, First Name, Email, Last Name, Gender, Store ID, Tax VAT
Customer Address Address ID, Region Code, Region Name, Region ID, Telephone, Postcode, Country Code, City, Is Default Shipping Address, Is Default Billing Address, Customer ID
Products Product ID, SKU, Product Name, Attribute Set ID, Price, Status, Type ID, Created Time, Last Modified Time
Product Attributes Mapping Product ID, Attribute Code, Attribute ID
Product Category Mapping Product ID, Category ID
Product Attributes Attribute ID, Attribute Code, Scope, Is Visible, Is Required, Is User Defined, Is HTML Allowed in Storefront, Is Used For Sorting, Is Filterable, Is Filterable in Search, Is Searchable, Is Comparable, Default Frontend Label, Default Value, Is Unique
Shipments Shipment ID, Order ID, Billing Address ID, Shipment Number, Customer ID, Shipping Address ID, Store ID, Created Time, Last Modified Time
Shipments Items Shipment Item ID, Shipment ID, Product ID, Order Item ID, Quantity, Weight
Invoices Invoice ID, Base Currency Code, Base Discount Amount, Base Grand Total, Base Discount Tax Compensation Amount, Base Shipping Amount, Base Shipping Discount Tax Compensation Amount, Base Shipping Including Tax, Base Shipping Tax Amount, Base Subtotal, Base Subtotal Including Tax, Base Tax Amount, Base To Global Rate, Base To Order Rate, Billing Address ID, Discount Amount, Global Currency Code, Grand Total, Discount Tax Compensation Amount, Invoice Number, Shipping Address ID, Order Currency Code, Order ID, Shipping Amount, Shipping Discount Tax Compensation Amount, Shipping Including Tax, Shipping Tax Amount, Invoice State, Store Currency Code, Store ID, Store To Base Rate, Store To Order Rate, Subtotal, Subtotal Including Tax, Tax Amount, Created Time, Last Modified Time
Invoice Items Invoice Item ID, Invoice ID, Order Item ID, Base Discount Tax Compensation Amount, Base Price, Base Price Including Tax, Base Row Total, Base Row Total Including Tax, Base Tax Amount, Discount Tax Compensation Amount, Quantity, Item Price, Item Price Including Tax, Product ID, Row Total, Row Total Including Tax, Tax Amount
Credit Memo Credit Memo ID, Adjustment, Base Adjustment, Base Currency Code, Base Discount Amount, Base Grand Total, Base Discount Tax Compensation Amount, Base Shipping Amount, Base Shipping Including Tax, Base Shipping Tax Amount, Base Subtotal, Base Subtotal Including Tax, Base Tax Amount, Base To Global Rate, Base To Order Rate, Billing Address ID, Discount Amount, Global Currency Code, Grand Total, Discount Tax Compensation Amount, Invoice Number, Shipping Address ID, Order Currency Code, Order ID, Shipping Amount, Shipping Including Tax, Shipping Tax Amount, Invoice State, Store Currency Code, Store ID, Store To Base Rate, Store To Order Rate, Subtotal, Subtotal Including Tax, Tax Amount, Created Time, Last Modified Time
Credit Memo Items Credit Memo Item ID, Base Discount Tax Compensation Amount, Base Price, Base Price Including Tax, Base Row Total, Base Tax Amount, Discount Tax Compensation Amount, Order Item ID, Credit Memo ID, Item Price, Price Including Tax, Product ID, Quantity, Row Total, Row Total Including Tax, Tax Amount
Sources Source Code, Source Name, Email, Contact Name, Enabled, Description, Country Code, Region ID, Region, City, Street, Postcode, phone, Fax, Use Default Carrier Config, Is Pickup Location Active
Tax Class Class ID, Class Name, Class Type
Tax Rates Tax Rate ID, Tax Country Code, Tax Region ID, Region Name, Tax Postcode, Tax Rate, Tax Identifier
Tax Rules Tax Rule ID, Priority, Position, Rule Name, Calculate Subtotal

Data Sync Frequency

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.

  • 1 Hour (Enterprise plan only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

Handling Data Synchronization Failure

Data synchronization can fail,

  • If the data type of a field is changed in the Adobe Commerce (Magento) Application.
  • If the Modules and Field selected for analysis are deleted in the source application.
  • If the user who configured the integration no longer has permission to access the modules.

In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in- app notification with the exact reason for failure along with the solution.

To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.

Once you have made the changes, click the Sync now option in the data source tab to resume data sync. If the issue persists, contact support@zohoanalytics.com

Managing Data Sources

The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.

The Data Source Permalink helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data sources page, other users can know the synchronization details like whether the last data sync was successful or not, when the last data sync happened, when the next sync is scheduled to happen, etc. This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.

Edit Setup

The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.

To modify the settings, 

  1. Click Data Sources > Edit Setup.
  2. The Edit Setup - Adobe Commerce (Magento) dialog will open. Modify the settings as needed and click Save.

Re- Authenticate 

Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrator who configure the connector setup must re-authenticate to resume the data sync.

To reauthenticate the setup, 

  1. Click Data Sources > Re-Authenticate.
  2. The  Re-Authenticate - Adobe Commerce (Magento) dialog will open. Enter the credentials and click Authenticate Adobe Commerce (Magento).

Sync History

The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.

To view the Sync history,

  1. Click Data sources > Sync History.
  2. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.



  3. Click the date to view more details.
    • Time - Displays the time when the data is synced.
    • Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

Audit History

Zoho Analytics logs all the user activities and system events within the Adobe Commerce (Magento) workspace. The following actions that are logged in Zoho Analytics,

  • User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change and Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, Retry.
  • System Action: Plan upgrade or downgrade.

To view the audit history,

  1. Click Data Sources > Audit History.
  2. A dialog with the activities for the last 180 days will open.

Remove Data Source

Zoho Analytics allows you to remove the integration if needed. Removing the integration will suspend further data synchronization. The data tables and the reports will be available.

Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.

Data Modeling & Preparation

Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and Business Applications for an in-depth analysis. Query Tables allows you to combine data from different tables to create reports.

While blending data from other data sources, Zoho Analytics automatically identifies similar columns and provides suggestions for lookups. Refer to the Joining Tables article for more details.

Data Visualization / Analysis

Chart Types in Zoho Analytics

The below table lists the range of visualizations supported in Zoho Analytics.

Visualization 
 Types
Bar 
Stacked bar, Histogram, Horizontal bar
Stacked Bar 
Horizontal Stacked bar, 100% vertical and horizontal stacked bar
Area
Area with markers, Smooth Area, Smooth area with Markers
Line and Bar Combination chart
Bar with Line, Bar with Bubble, Bar with Scatter, Bar with Area, Area with Bubble, Line with Bubble and Custom Combination
Bubble Chart
Bubble Pie, Packed Bubble, Word Cloud
Stacked Area
Stacked area with markers, Smooth stacked area, Smooth stacked area with markers
Map
Heat Map, Map Scatter, Map Bubble, Map Pie, Map Bubble Pie, Map Filled, Geo Heat Map
Pie 
Pie, Ring, Semi Pie, Semi Ring
Tree map
Default View
Sankey Default View
Sunburst
Default View
Race Chart
Default View
Doughnut
Default View
Matrix View
Pivot table
Tabular
Summary and Tabular view
Dashboards and KPI widgets
Single Numeric Widget, Dial Chart Widget
Bullet, Chart Widget

Sharing and Collaboration 

Help & Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.
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