Associate Existing Analytics/Flows | Zoho Creator Help

Associate existing Analytics/Flows

Zoho Creator 6 combines the robust capabilities of application development, business intelligence & analytics reports, and workflow automations to provide users with a unified platform to create solutions that help run their business. Thus, a user in C6 can create three types of solutions: ApplicationsBI & Analytics, and Integration Flows.

A user who has already created analytics reports in Zoho Analytics or integration flows in Zoho Flow can associate and access them in the C6. The association of the existing Analytics/Flow can be implemented provided the Zoho Account used is the same.

Associate Analytics

Important

  1. The association between Creator and Analytics can only be made when you hold a paid Creator account.
  2. The business app connectors in Analytics, if any, will continue to work only if you're on a Creator plan that supports BI & Analytics. In the other plans, they will be removed from the connectors listing. You can upgrade your Creator plan before the association to keep your connectors active. Upgrading after the association will require you to create the necessary connectors anew. However, the business app connector to Creator will work seamlessly irrespective of your Creator plan.
  3. Upon association, only the limits of your Creator account will apply. View your Creator and Analytics plan limits.
  4. All the users from your Analytics account will be added to Creator with their permissions to access workspaces kept intact. Once the active users limit of your Creator plan is attained, the remaining get added as inactive users.
    For example, let's say that a customer has associated their Analytics account with Creator.

    Analytics Plan
    Creator Plan
    Active Users Limit
    15
    10

    Say, the customer has 13 users in Analytics. All 13 users will be added to Creator upon association. Only, the first 10 users will be added as active users, while the other three will stay as inactive users.
  5. Once the association between Analytics and Creator is established, it cannot be reverted.
  6. Post association, Analytics can only be accessed through Creator. In Zoho One subscriptions, Analytics needs to be accessed independently and not through Creator.
The existing BI & Analytics can be associated with the account under the Create solution section.
  1. Click Solutions under Deploy section.
  2. Click the Create Solution button. Three kinds of solutions will be displayed.

  3. When you hover over the BI & Analytics card, the Associate an existing account option will be displayed. Click the button.

  4. In the popup, choose the required account name.

  5. Click Associate.
  6. The existing BI & Analytics will be associated with the Zoho Creator.

Associate Flows

Important : Once the association between Flow and Creator is established, it cannot be reverted.

The existing Flows can be associated with the account under the Create solution section.

  1. Click Solutions under Deploy section.
  2. Click the Create Solution button. Three kinds of solutions will be displayed.

  3. When you hover over the Integration flows card, the Associate an existing account option will be displayed. Click the button.

  4. In the popup, choose the required account name.

  5. Click  Associate.
  6. The existing Flows will be associated with the Zoho Creator.
Note: In Zoho One subscriptions, Flow needs to be accessed independently and not through Creator.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Access Flows

                                                                                                                Integration Flow is one of the Solutions available in Zoho Creator. It is an integration platform that lets you create customized workflows across cloud applications and connect your apps together to automate data transfer between them. The admin can ...
                                                                                                              • Manage Email Analytics

                                                                                                                Note: This feature is subject to changes as we're constantly improving our services. Please check the release notes regularly for the latest information. 1. What Does This Page Cover? Learn how to manage email analytics and configure ZeptoMail for ...
                                                                                                              • Add user to Analytics

                                                                                                                To add users to analytics workspace: Click the Users option under the Manage section in the left pane. Click the Add Users button. The Add Users tab will appear. Enter the name, email address and other details of the user. Tick the Send notification ...
                                                                                                              • View blueprint analytics charts

                                                                                                                This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Navigate to Operations under the left pane and click Blueprint Analytics under Applications The blueprint analytics page ...
                                                                                                              • Understand Shared Analytics

                                                                                                                The shared analytics feature is aimed at providing users with a conducive method to create reports from the live mode of the application. This enables the admin to provide specific users with the permission to create reports to the forms that they ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources