Advanced Analytics for Zoho FSM
Zoho Field Service Management (FSM) is a cloud-based field service management platform that helps businesses automate and manage the full lifecycle of field service operations, from work order creation, scheduling, dispatching, and real-time tracking to invoicing and billing.
The Advanced Analytics Connector for Zoho FSM helps you analyze field service data to understand service trends, workforce performance, and operational efficiency. With this connector, you can track key metrics, gain insights into technician utilization and service outcomes, and make data-driven decisions to optimize field operations.
How to set up the Zoho FSM integration with Zoho Analytics?
A user with administrator privileges (Account Admin and Organization Admin) can configure the integration.
Follow the below steps to import your Zoho FSM data into Zoho Analytics seamlessly:
- On the Zoho Analytics home page, click Import Your Data.
- Navigate to the Zoho Apps tab and select Zoho FSM from the available applications.
- Enter Workspace Name and Workspace Description (Optional).
- Select the available Organization from the drop-down.
- Select the Modules and Fields.
- From the How Often section, choose the interval in which the data should be synced. Refer to the Data Sync Frequency section to learn more.
- Click Create. Import will be initiated.
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 Sources tab and click the Retry link to import again. If the issue persists, write to us at support@zohoanalytics.com.
Modules & Fields
The below table lists the modules and fields that will be synced to Zoho Analytics.
| Modules | Fields |
| Requests | Id, Request Name, Summary, Company, Request Owner, Email, Contact, Priority, Status, Due date, Modified By, Currency, Phone, Exchange Rate, Mobile, Service Street 1, Service City, Service State, Service Country, Billing Street 1, Billing City, Billing State, Billing country, Territory, Service Address, Parent Work Order, Billing address, Billing Street 2, Billing Zip Code, Service Zip Code, Service Street 2, Service Address Name, Billing Address Name, Asset, Preferred Date 1, Preferred Date 2, Preferred Time, Preference Note, Cancelled or Terminated Time, Completed Time, Estimate Required, Closed Time, Created by, Created Time, Modified time, Request Origin, ZCRM Deals Id, ZCRM Deals Name, ZCRM SO Id, ZCRM SO Name |
| Contacts | Id, First name, Last name, Email, Salutation, Company, Phone, Contact Owner, Mobile, Currency, Exchange Rate, Service Address, Billing address, ZBilling Id, ZCRM Id, Full name, Contact person, Created by, Created Time, Modified By, Modified time |
| Companies | Id, Company Name, Website, Company Type, Phone, Company Owner, Mobile, Email, Currency, Exchange Rate, Service Address, Billing address, ZBilling Id, ZCRM Id, Fax, Created by, Modified By, Created Time, Modified time |
| Assets | Id, Asset Name, Service And Part, Parent Asset, Asset Owner, Description, GIAI, Asset Number, Ordered Date, Purchased Date, Installation Date, Warranty Expiration, Currency, Exchange Rate, Company, Contact, Address, Price, Created by, Modified By, Created Time, Modified time, ZCRM SO Id, ZCRM SO Name |
| Addresses | Id, Address Name, Address Owner, Address Type, Street 1, City, State, Zip Code, Country, Street 2, Created by, Created Time, Modified By, Modified time |
| Territories | Id, Territory Name, Territory Owner, Created by, Created Time, Modified By, Modified time |
| Work Orders | Id, Work Order Name, Summary, Company, Work Order Owner, Contact, Asset, Priority, Status, Due date, Territory, Service Address, Parent Work Order, Billing address, Currency, Phone, Exchange Rate, Mobile, Service Street 1, Service City, Service State, Service Country, Billing Street 1, Billing City, Billing State, Billing country, Billing Street 2, Billing Zip Code, Service Zip Code, Service Street 2, Service Address Name, Billing Address Name, Preferred Date 1, Preferred Date 2, Preferred Time, Preference Note, Cancelled or Terminated Time, Completed Time, Closed Time, Created by, Created Time, Modified By, Modified time |
| Parts | Id, Part Name, Description, Price, Unit Cost, Quantity, Currency, Exchange Rate, Created by, Created Time, Modified By, Modified time |
| Services | Id, Service Name, Description, Price, Currency, Exchange Rate, Created by, Created Time, Modified By, Modified time |
| Service And Parts | Id, Service And Part Name, Type, Service, Part, Quantity, Price, Unit Cost, Currency, Exchange Rate, Created by, Created Time, Modified By, Modified time |
| Time Sheets | Id, Time Sheet Name, Summary, Company, Time Sheet Owner, Work Order, Service, Start Time, End Time, Hours, Billable, Billing Rate, Currency, Exchange Rate, Created by, Created Time, Modified By, Modified time |
| Invoices | Id, Invoice Name, Company, Invoice Owner, Contact, Work Order, Invoice Date, Due date, Status, Currency, Exchange Rate, Sub Total, Tax, Discount, Total, Created by, Created Time, Modified By, Modified time |
| Estimates | Id, Estimate Name, Company, Estimate Owner, Contact, Work Order, Estimate Date, Due date, Status, Currency, Exchange Rate, Sub Total, Tax, Discount, Total, Created by, Created Time, Modified By, Modified time |
| Appointments | Id, Appointment Name, Company, Appointment Owner, Work Order, Start Time, End Time, Status, Territory, Service Address, Created by, Created Time, Modified By, Modified time |
| Users | Id, User Name, Email, Role, Status, Created Time, Modified time |
| Products | Id, Product Name, Description, Price, Currency, Exchange Rate, Created by, Created Time, Modified By, Modified time |
| Payments | Id, Payment Name, Company, Payment Owner, Invoice, Payment Date, Amount, Payment Mode, Currency, Exchange Rate, Created by, Created Time, Modified By, Modified time |
| Tasks | Id, Task Name, Summary, Company, Task Owner, Work Order, Due date, Status, Priority, Created by, Created Time, Modified By, Modified time |
| Notes | Id, Note Owner, Note Title, Note Content, Parent Id, Created by, Modified By, Created Time, Modified time |
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)
- 3 Hours (Standard plan and above)
- 6 Hours (Standard plan and above)
- 12 Hours (Standard plan and above)
- Daily (Basic plan and above)
Handling Data Synchronization Failure
Data synchronization can fail,
- Authentication to the Zoho FSM account has expired or was revoked.
- If the data type of a field is changed in the Zoho FSM Application.
- If the Modules and Fields 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 to resume the data sync. If the issue persists, mail us at 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.
Data Source Permalink
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.
Note:
Additionally, users with Organization Admin and above privileges can do the following actions :
- Edit Setup
- Re-Authenticate
- Audit History
- Sync History
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,
- Click Data Sources > Edit Setup.
- The Edit Setup - Zoho FSM 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 administrators must re-authenticate to resume the data sync.
To re-authenticate,
Click Data Sources > Re-Authenticate.The Re-Authenticate Zoho FSM dialog will open. Click Authenticate Zoho FSM and enter the Zoho FSM credentials to re-authenticate.
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,
- Click Data Sources > Sync History.
- 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.
- 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 resolving sync failures article 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 Zoho FSM workspace. The following actions are logged in Zoho Analytics,
- User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change, Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, and Retry.
- System Action: Plan upgrade or downgrade.
Remove Data Source
Zoho Analytics allows you to remove the integration when it is no longer required. Removing the integration deletes the data source along with all synced data tables, related reports, and dashboards. Further data synchronization will also stop.
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 in-depth analysis. Query Tables allow you to combine data from different tables to create reports. The SQL Query Suggester helps to build complex queries.
Zoho Analytics auto identifies similar columns and provides suggestions for lookup while importing. Click here to learn more about joining tables.
How can you visualize and analyze Zoho FSM data?
Zoho Analytics allows you to create a wide range of visualizations to analyze Zoho FSM data and gain actionable insights into call activity and agent performance. You can build reports and dashboards to track call volume trends, monitor agent productivity, analyze call duration and wait times, evaluate queue performance, missed calls and more.
- Zoho Analytics offers a wide range of visualization types to conduct your analysis. Refer to the Creating Reports section to learn more. The chart type primer lists all the viz types available in Zoho Analytics.
- With Predictive analytics, forecast future trends, detect anomalies, and segment data using Cluster analysis.
- Find the What, Why and How behind any outcome with Zia Insights.
Sharing and Collaboration
Use fine-grained permission control over your shared data and reports while collaborating with your colleagues & friends. Efficiently collaborate with your users by setting up real-time commenting on a shared view.Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.Export, email, and print reports in a variety of formats.Get the mobile apps (optimized for both IOS and Android platforms), and access data, reports and dashboards on the go.
Technical 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.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060
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