Zendesk l Zoho Analytics Help

Zendesk Advanced Analytics

Zoho Analytics advanced analytics for Zendesk enables you to easily analyze your data in Zendesk and keep track of key help desk metrics. This helps support managers slice and dice their help desk data and create and analyze reports such as  agents' performance, NPS score, ticket inflow, satisfaction rating, and much more.

Permission Required

Users with administrative privilege can access this connector.

  • Standard
  • Premium
  • Enterprise

Check Features Availability and Limits

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

It offers the following important capabilities:

2. Why Zendesk Advanced Analytics connector?

Zendesk Advanced Analytics enables you to import your helpdesk data in Zendesk into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to Zendesk users. 

3. Who can use the Zendesk connector?

Any Zendesk Administrator who wishes to visualize and analyze their helpdesk metrics can use this connector.

4. What do I get when I use this Connector?

As a Zendesk user using this connector brings you immense benefits. You get to look at your helpdesk data in Zendesk in ways you couldn't have looked at before. It enables you to do powerful analysis and create insightful reports & dashboards. You can create a wide range of reports including  agents' performance, NPS score, ticket inflow, satisfaction rating  and do much more with ease .

Zoho Analytics drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Zendesk data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does this connector cost?

This connector is available in all the  paid plans  of Zoho Analytics. Refer to the  Zoho Analytics pricing page .

2. Do you provide trial evaluation for this connector?

Yes, we do provide a  15-day free trial  for this connector from the date of setup. 

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you  privately share  your databases, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a  'User'  in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself).  Click to know more about the Zoho Analytics user model. 

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your database tables in your Zoho Analytics account.

Setup

1. Who can setup the Zendesk Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about   Managing Users  .

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How to Setup Zendesk Advanced Analytics Connector?


Also refer,

3. How long should I wait for my Zendesk data to initially appear in Zoho Analytics?

After configuring this connector, you might have to wait sometime for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

4. I got this email which said 'Setup Process Failed'. What should I do?

The import process of your Zendesk data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally. 
You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:
  1. Open the Workspace in which you have set up the connector.
  2. Click the   Data Sources   button in the   Explorer   tab.
  3. In the   Data Sources   page that opens click the   Retry Now   link. If the issue persists please do write to   support@zohoanalytics.com  . We will look into it and get back to you immediately.
Note:   The Account Administrator and the Organization Administrator can use the Retry Now link to resume the integration process.

5. I got this email which said 'Zendesk Data Synchronization Failure'. What should I do?

Data sync may sometimes fail due to a variety of reasons such as Authentication Failure, your business application is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure and its solution. Click here to learn more about Synchronization Error Failures and its solutions.

6. How frequently can I synchronize my data with Zoho Analytics?

You can choose to synchronize data at one of the intervals mentioned below.

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

Note:

  • Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  • Users in Basic plan can synchronize their data only once everyday.

7. Can I edit the Zendesk connector Synchronization setting?

Yes, you can edit the Zoho Commerce connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

  • Open the  Zendesk Insights Workspace.
  • Click the Zendesk button in the Explorer tab  (or  Data Sources  button - in the case where the database contains multiple connector setups) .
  • In the  Data Sources  tab that opens, click the  Edit Setup  link.


  • Make the necessary changes and click  Save.

8. Can I view the data synced history?   

Yes, you can view the data synced history. Follow the below steps to view the data synced history.
Open the corresponding Zendesk Analytics Workspace in Zoho Analytics.

  1. Click  Data Sources  on the left panel. All the data source of the workspace will be listed.
  2. Click Smartsheet. The Data Sources page for Smartsheet will open.
  3. In the Data Sources page that opens, click the  Sync History  link.
  4. 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.
  5. Click the date to view more details.

9. Can I synchronize my Zendesk data instantly?

Yes, you can synchronize your Zendesk data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • In the  Explorer  tab, click  Zendesk  button  (or  Data Sources  button - in the case where the database contains multiple connector setups).
  • In the  Data Sources  tab that opens click  Sync Now . 


  • Zendesk data will get instantly synchronized.
Note
  • This option can be used to a maximum of five times a day.

10. In whose account will the Zendesk connector be setup?

It will be setup in the corresponding Zoho Analytics account of the Zendesk Administrator who has configured this connector. 

11. What are the modules in Zendesk on which I can create reports?

Data from the following modules get synced into Zoho Analytics

  • Agents
  • Groups
  • NPS Surveys
  • NPS Recipients
  • NPS Responses
  • Organizations
  • Tickets
  • Users

12. How can I create reports using this connector?


Also refer,

13. Can I setup the Zendesk advanced analytics connector in any other existing Workspaces or in any other advanced analytics database?

Yes, you can setup the Zendesk connector in any of the existing Workspaces or in any of the advanced analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your Zendesk data
  • Click the  Import Data  button in the Explorer tab or Select  New > New Table/Import Data.
  • In the  Create New Table  tab that opens, select  Import from Zendesk.
  • In the  Import from Zendesk  dialog that opens, authenticate your Zendesk account.
  • Select the modules that needs to be imported into Zoho Analytics.
  • Select the necessary schedule import options in the  Schedule Import Settings  section and click  Next .

Your Zendesk data will be imported into your database.  Refer to this setup presentation .

14. Can I create multiple Zendesk setups?

Yes, you can configure multiple Zendesk setups if you have subscribed for a paid plan (Standard and above). 

If you have purchased a Basic Plan, you will be able to import data only from one organization 

15. How can I configure from multiple Zendesk setups ?

You can configure multiple Zendesk setups if you have subscribed for a paid plan (Standard and above). You can choose to import multiple organizations in the same database or in a different database.

If you wish to import the data in an individual database  refer to this question.  

To import data from multiple organization into the same database,

  • Open the database in which you have setup the connector
  • Click the  Import Data  button in the Explorer tab or Select  New > New Table/Import Data.
  • In the  Import from Zendesk  dialog that opens, authenticate your Zendesk account.
  • Select the modules that needs to be imported into Zoho Analytics.
  • Select the necessary schedule import options in the  Schedule Import Settings  section and click  Next .
  • Click  Create.

16. Can I transfer my Zendesk connector to another admin account?

Yes, the Zendesk connector in your account can be transferred to another Administrator in the Organization.
Account Transfer:  An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about  Managing Organizations  .
Leaving the Organization:  An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
Transfer connector:  Write to  support@zohoanalytics.com  , if the organization administrator continues to be part of the organization but wishes to transfer the Zendesk connector to another user(Organization Administrator).

17. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using   Audit History  . The Account Administrator and the Organization Administrators can view the audit history.
Follow the below steps to do so.
  • Open the corresponding Zendesk Advanced Analytics Workspace in Zoho Analytics.
  • Click   Data Sources   on the left panel. 
  • The   Data Sources   page will open. Click   Audit History.   
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action
  1. The following are the actions that are logged in Zoho Analytics.
  • User Actions 
    • Create   - Connector setup created
    • Edit Setup 
      - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete   - Remove integration
    • Take Ownership   - Transferred connector to other admin. 
    • Re-authenticate   - Re-authenticate business app 
    • Sync Now   - Sync data instantly
    • Retry Now   - Retry to import data after initial setup failure
    • Connector Activated   (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled   (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

18. How do I remove this setup?

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • In the  Explorer  tab, click Zendesk  button (or  Data Sources  button - in the case where the database contains multiple connector setups).
  • In the  Data Sources  tab that opens click the  Settings  icon and select  Remove Data Source  as shown in the snapshot. 


Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bar
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

2. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Zendesk Integration Connector, 75+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively. 

You can quickly review the default reports from the Zendesk Sample Workspace

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the  'Administrator'  or a  'Workspace Administrator'  of the Zoho Analytics account in which the Connector is configured (Refer  Managing Users in Zoho Analytics ). To modify the reports click the  Edit Design  button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking  Save > Save As . Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different Zendesks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns. 

5. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer  Adding Formulas in Zoho Analytics  to know more.

6. What are the default formulas added by Zoho Analytics, on setting up this connector?

The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting  Add > Edit Formulas  from the toolbar.

The below table lists all the default formulas that will be created in the Tickets table

Formula Name
Formula
Formula Type
Description
Ticket Age in Days
datediff(currentdate( ),"Created at")
Custom
Number of days since the ticket was created
Assign Time (min)

(unix_timestamp("Initially assigned at") - unix_timestamp("Created at"))/60

Custom
Time taken in minutes to assign a ticket to an agent
Assign Time (hrs)
"Assign Time (min)"/60
Custom
Time taken in hours to assign a ticket to an agent
First Reply Time (hrs)
"First reply time in minutes within business hours"/60
Custom
Displays the number of hours between the time a ticket is created, and the first reply for a ticket.
First Resolution Time (hrs)
"First resolution time in minutes
within business hours"/60
Custom
Displays the number of minutes between the time a ticket is created, and the resolution provided for the ticket.
Ticket Touches
if("Assignee stations"< = 1,'One Touch','Multi Touch')
Custom
Displays if the ticket was handled by a single agent or multiple agents.
Agent Wait Time (hrs)
("Agent wait time in minutes
within business hours"/60)
Custom
Displays the number of hours the ticket has been in a pending state awaiting customer response
Status Group
if(("Status" in ('Solved' ,'Closed')),
'Completed','In Progress')
Custom
Displays the status of the ticket.
Completion Age Tier
if(isnull("Resolution time"),'Not Resolved', if("Resolution time"< = 6,'0 - 6 Hours', if("Resolution time" > 6 and "Resolution time"< = 12,'6 - 12 Hours', if("Resolution time" > 12 and "Resolution time" < = 24,'12 - 24 Hours',if("Resolution time" > 24 and "Resolution time" < = 48, '24 - 48 Hours', 'Above 48 Hours')))))
Custom

Age tier of the completed ticket. Possible options are

  • Not Resolved
  • 0 to 6 hours
  • 6 to 12 hours
  • 12 to 24 hours
  • 24 to 48 hours
  • above 48 hours.
First Reply Time Age Tier
if(isnull("First Reply Time (hrs)"), 'Not Responded', if("First Reply Time (hrs)" < = 2 , '0 - 2 Hours', if("First Reply Time (hrs)" > 2 and "First Reply Time (hrs)" < = 5, '2 - 5 Hours', if("First Reply Time (hrs)" > 5 and "First Reply Time (hrs)" <= 8, '5 - 8 Hours',if("First Reply Time (hrs)" > 8 and "First Reply Time (hrs)" <= 12, '8 - 12 Hours', if("First Reply Time (hrs)" > 12 and "First Reply Time (hrs)" < = 24, '12 - 24 Hours','Above 24 Hours'))))))
Custom

Age tier of the First reply for the tickets. 

Possible options are:

  • Not Responded
  • 0 to 2 hours
  • 2 to 5 hours
  • 5 to 8 hours
  • 8 to 12 hours
  • 12 to 24 hours
  • above 24 hours.
Ticket Age Tier
if( "Ticket Age in Days" > = 0 and "Ticket Age in Days" < =15  , ' 0 - 15 Days',if( "Ticket Age in Days">15 and "Ticket Age in Days" <=30 , '16 - 30 Days',if( "Ticket Age in Days">30 and "Ticket Age in Days" <=45 , '31 - 45 Days',if( "Ticket Age in Days" > 45 and "Ticket Age in Days" <=60 , '46 - 60 Days',if("Ticket Age in Days" > 60, 'Over 60 Days', 'Invalid Age')))))
Custom

Age tier of all Tickets. 

Possible options are

  • 0 to 15 days
  • 16 to 30 days
  • 31 to 45 days
  • 46 to 60 days
  • Invalid age.
Ticket handling Mode
if(isnull("Solved at"), if(datediff( "Due date",currentdate( )) < 0, 'Overdue','Ongoing'),if(datediff( "Due date","Solved at") < 0, 'Overdue','In Time'))
Custom
Displays the ticket handling mode ie. if the ticket is solved, ongoing or overdue. 
Resolution time
if("Status Group"='Completed',round("Full resolution time in minutes"/60),null)
Custom
Displays the resolution time of the ticket
% Resolved
((countif("Tickets"."Status Group" = 'Completed'))/(count
("Tickets"."Id")))*100
Aggregate
Percentage of the tickets resolved 
Satisfaction score %
countif("Tickets"."Satisfaction Score"='Good')/countif
("Tickets"."Satisfaction Score"='Good' OR "Tickets"."Satisfaction Score"='Bad'))*100
Aggregate
Percentage of good responses received from the customers of the resolved tickets
Resolved Tickets
countif("Tickets"."Status Group"='Completed')
Aggregate
Provides the count of resolved tickets
Fast Resolution count (< 2 hrs)
countif("Tickets"."Resolution time"<2)
Aggregate
Provides the count of tickets responded within 2 hours
Unresolved Tickets
countif("Tickets"."Status Group"='In Progress')
Aggregate
Provides the count of unresolved tickets
Unsatisfied responses count
countif("Tickets"."Satisfaction Score"='Bad')
Aggregate
Provides the count of unhappy customers
Solved Tickets - Overdue
countif("Tickets"."Ticket handling Mode"='Overdue' AND "Tickets"."Status Group"='Completed')
Aggregate
Number of tickets solved after the set due date (overdue)
Solved Tickets - In Time
countif("Tickets"."Ticket handling Mode"='In Time' AND "Tickets"."Status Group"='Completed')
Aggregate
Number of tickets solved in time
Solved and In Progress Tickets - In Time
countif("Tickets"."Ticket handling Mode"!='Overdue')
Aggregate
Number of tickets in progress or solved in time
Overdue Tickets
countif("Tickets"."Ticket handling Mode"='Overdue')
Aggregate
Provides the count of tickets over due
% of Tickets - In Time
("Tickets"."Solved and In Progress Tickets - In Time"/count("Tickets"."Id"))*100
Aggregate
Percentage of  tickets in progress or solved in time
% of Overdue Tickets
("Tickets"."Overdue Tickets"/count("Tickets"."Id"))*100
Aggregate
Percentage of solved and in progress tickets overdue

The below table lists all the default formulas that will be created in the  NPS Responses  table:

Formula Name
Formula
Formula Type
Description
Rating Group
if ("Rating"< 7, 'Detractors', if ("Rating<9, 'Passives', 'Promoters'))
Custom

Displays the rating group. ie, based on the rating if it is a

  • Promoter (if the rating is 9 or 10)
  • Detractor (if the rating is less than 7)
  • Passive (if the rating is 7 or 8)
NPS Score

((countif("NPS Responses"."Rating Group" = 'Promoters') - countif("NPS Responses"."RatingGroup"='Detractors'))/
count("NPS Responses"."Id"))*100

Aggregate
Displays the NPS score
Response Rate
(count("NPS Responses"."Id") / count("NPS Recipients"."Id"))*100
Aggregate

Percentage of the users who have responded to the survey

Avg Time Taken to Respond
avg(dateandtimediff
(HOUR,"NPS Responses"."Delivered at","NPS Responses"."Rated at"))
Aggregate
Displays the average time taken to respond

The below table lists all the default formulas that will be created in the  NPS Survey  table

Formula Name
Formula
Formula Type
Description
Relationship

if("Relationship id"=0,'A Friend or Colleague', if("Relationship id"=1,' A Friend', if("Relationship id"=2,'
A Friend or Family Member', if("Relationship id"=3,' A Colleague','Someone You Know'))))

Custom
The relationship between the person taking up the survey and the company that sends out survey

7. How do I create my own custom formulas in Zoho Analytics?

Refer to the  Adding Formulas in Zoho Analytics  help page.

8. Can I add/modify data in the Zendesk data tables in Zoho Analytics?

No, you cannot add/modify data in the Zendesk data tables. Data from Zendesk modules gets automatically synched into Zoho Analytics in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Analytics.

However you can add new tables and add/import data into that, to create reports combining it with the data from Zendesk.

9. Can I add new columns to the Zendesk data tables in Zoho Analytics?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer  Adding Formulas  to know more on this.

10. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click  New > New Table  to add a new table in the existing Zendesk Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Zendesk data . You can also import data from other business applications like Google Analytics, Salesforce CRM etc. 

Refer:

11. Can I combine data from other sources with the data from Zendesk to create reports and dashboards?

Yes, you can combine data from your other sources with your Zendesk company data for analysis. 
To do this, you need to add/import a new data table into the Zendesk Workspace as explained in the  previous question  and then define a look-up to join it with the table from Zendesk.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zendesk along with the data from any other source.

  • Open the corresponding table, right click the column header and select   Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click  OK

Please do note that  you cannot create a Lookup  column inbetween the Zendesk tables.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to   the previous question  for detailed help on this.

13. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. Refer here  to know about how to create Query Tables in Zoho Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can share the default reports provided in the Zendesk Connector and the reports you have create, with other users in your portal. Refer to  Sharing and Collaboration  help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do.  Refer here  to know how to access the reports.

2. Why are other members in my company not able to access the reports that I create?

When a Zendesk Administrator configures the Zendesk - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members. 

To know more, refer to  Sharing and Collaboration  help page.

3. How can other members in my company create reports?

The Zendesk Administrator who has setup the connector should share the tables present in ' Zendesk Advanced Analytics'  database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to  Sharing and Collaboration  help page.

Note
  • If you add a user as a  Workspace Administrator  in the Zendesk Workspace created in Zoho Analytics (Refer  Managing Users in Zoho Analytics , to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace

4. What are the user roles available in Zoho Analytics?

Zoho Analytics offers three user roles - Administrator, Workspace Administrator and User.  Click to know more about the Zoho Analytics User Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users being shared is set as a Workspace Administrators, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the  Save As  option toolbar. The User can edit this report. To know more about user roles, click here.

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic  Apply filter criteria .

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image.  Click to know more.

8. How can I print the reports & dashboards created in Zoho Analytics?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image.  Click to know more.

Note
  • If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics connector or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the  email schedule  section in this  help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer  Embedding in Web Pages/Blogs  to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Analytics offers integration with. 

2. How can I analyze the data from the other business applications along with Zendesk?

To import data from business apps,

  • Open the Workspace in which you have setup the connector
  • Click the  Import Data  button
  • In the  Create New Table  tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Zendesk and other third-party application be created automatically?

No, a lookup relationship will not be created between the Zendesk modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link -  Click here

Help & Support

1. How do I get technical support on Zoho Analytics connector?

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

2. Can I have someone from Zoho do a Demo of this connector for me?

Yes, certainly. Register for a demo in  this page .