Set up sync with Zoho Analytics

Zoho Analytics is a data analytics software and AI-powered Business Intelligence platform that transforms raw data into actionable insights with ease. It offers powerful visualization tools to help uncover trends and make data-driven decisions. By integrating Zoho Analytics with Zoho Campaigns, you can import leads data from your database tables as Contacts in Zoho Campaigns. You can map custom fields in Zoho Analytics to Zoho Campaigns to maintain your contacts the way you want.

Set up the sync

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Analytics and click Associate New Account. Click on Continue in the next screen that appears.
The two apps will be connected. You will see a screen as shown below. You can proceed with adding a sync.
Click on Active Syncs to view the page where your active syncs are listed. In this page you can either click on Add New Sync to add a new sync.
Once you click on Add New Sync you will see a page where you can set up a new sync. Select the database to be synced. Once you select the database, all the relevant records in that module from Zoho Analytics will be synced to All Contacts view of Zoho Campaigns.
Select a Database you want to sync with. The database would be the workspace in Zoho Analytics.
Select the Table with the necessary contacts data. The table would be the report or table from Zoho Analytics.
Select the DateField Mapping. Choose any date type field present in that table or report. Without choosing a date field, you cannot proceed further with this sync. This will map the date field to identify whenever new contacts are added or existing contacts information is modified in Zoho Analytics.
Select the List in Zoho Campaigns to which you want to import the contacts.
Choose Subscription type: Marketing or Non-marketing.
Select the Topics to associate to the synced contacts.
Choose the Lawful basis for communication.
Enable Update empty field value if required. By enabling this, values of fields removed in Zoho Analytics will also be updated with empty values in the respective field of Zoho Campaigns.
Schedule a Sync time to sync the records periodically. However, the first sync will be initiated immediately as soon as you initiate a sync.
Click Next and proceed to map fields.

Notes:

Both your Zoho Campaigns and Zoho Analytics accounts must be registered under the same email address for this integration to take place.
It is possible to set up multiple syncs using the Add New Sync option. But if you have set up a sync for a particular report or a table, you cannot set up another sync for the same. Instead, you can set up the sync for another report or table of Zoho Analytics.
In order for you to choose the Topics, you need to have more than one topic created in your Zoho Campaigns account.
In Zoho Campaigns, under Settings -> Compliance Settings -> if you enable GDPR Settings, the Lawful basis for communication option will be available for choosing when setting up the sync.

Map Fields

In Map Fields section, you can choose the Zoho Analytics fields to be mapped against the fields you create in Zoho Campaigns. Initially, no fields will be mapped. You would have to manually map the necessary fields.

Click Map more fields to map additional fields.
Click Initiate once you are done.
The New Field checkbox above the Zoho Campaigns field will automatically create a new field with the same name as the Zoho Analytics field selected if that field is already not present in Zoho Campaigns.
When you click on Initiate once the field mapping is done, you may see a pop-up regarding the Disclaimer about auto-upgrade.
Once the sync is completed, you will see the Configuration screen where you can find essential information about the sync.

Sync Detail View

To see the detail view of the sync,

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Analytics. Click on the Active Syncs to see the list of syncs.
Click on the sync to view the details of the sync such as the Configuration, Field Mapping, and Sync History.
If you click on Pause Sync button at top right, the sync will be paused.
You can click on Resume Sync button to resume the sync.

Edit Sync Configuration

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Analytics. Click on the Active Syncs to see the list of syncs.
Click on the sync name to see the sync detailed view.
Click Edit at top right to edit the sync.
Click Next to edit field mapping. Then, click Initiate.

View Sync History

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Analytics. Click on the Active Syncs to see the list of syncs.
Click on a sync to view the details of the sync such as the Configuration, Field Mapping, and Sync History.
Click on Sync History tab at the top.
Here you can see a detailed view of your sync list:

Sync time - The time at which the sync was performed.
Total records - Total number of contacts synced at the given time.
Added - Number of new contacts added at the given time.
Updated - Number of existing contacts updated.
Skipped - Number of contacts not synced since they didn't match the sync criteria. The icon beside the skipped count allows you to export the list of the skipped records.

Disable Integration

To disable the integration between Zoho Campaigns and Zoho Analytics:

Go to Settings. Under Integration section click on Apps.
Search for Zoho Analytics, hover over it, and click on View details.
At far right of the next page click on Deny.
In the pop-up that appears, click on Go Ahead once you've read the effects of disabling this integration.