Troubleshooting integration of Zoho Advanced Analytics with Zoho CRM

Troubleshooting integration of Zoho CRM with Zoho Advanced Analytics

1.  Why am I unable to integrate Zoho Advanced Analytics with Zoho CRM? 

Make sure that you have admin privilege before integrating Zoho Analytics with Zoho CRM. The integration of apps from the marketplace requires an administrator to initiate the process.

 

The fields must be mapped properly to set up the integration, as incorrect field mapping won't let you integrate advanced analytics in your CRM.
 
There may be some backend issues that prevent you from integrating advanced analytics into your CRM. In such cases, please feel free to contact the support team, support@zohocrm.com

 

2. Why am I unable to deactivate the Zoho Advanced Analytics integration with CRM? 

Only users with admin-level permissions or users with the admin profile are allowed to integrate or deactivate integrations. Please check that you have admin level permission for that.

If this is not the case, there my be an error in the backend. Contact the support team at support@zohocrm.com for assistance.


3. Why are my reports not being reflected in my dashboards despite data inflow in CRM?

Your records are not visible because the sync between your CRM and advanced analytics has stopped.
The periodic sync Is performed once every three hours, and is not updated in real time. Check back after three hours to see if the reports have been reflected.
If the reports are still unavailable it may be a backend issue and you may contact support@zohocrm.com for that.

 

4.  What should I do if the updated reports are not being reflected in my account?

There can be a few reasons that the updated reports are not being reflected in your account. The system may have stopped syncing. This can be fixed by disabling and reenabling the sync.

If the problem persists, contact our support team at support@zohocrm.com.

 
5. Why hasn't all of my data synced after syncing my CRM with Zoho Analytics? 

Zoho CRM supports creation of over 300 fields per module. However, Zoho Advance Analytics supports import of only 100 fields per module, which is the current limitation, which may be why some of your data was unable to sync.

 

6. Why is nothing happening when I click Advanced Analytics for CRM?

This type of issue generally occurs if you have a free account in Zoho Advanced Analytics.
You need a basic plan or above to access the data in your advanced analytics from your CRM.


7. Why I am getting an error stating "Sorry an unexpected error during synchronization" while adding a new fields under Advanced Analytics for CRM setting?

Please check whether you have selected more than 100 fields. As per the current workflow, you can sync up to 100 fields per module from Zoho CRM to Zoho Advanced Analytics.

To prevent this issue, you can deselect some fields from the respective modules that are not necessary for reports in the sync settings and save the configuration.

 

8. Why am I getting an error stating "Invalid value passed in parameter" when clicking Advanced Analytics for CRM? 

This type of issue generally occurs when the email address for CRM and Advanced Analytics do not match. Check to make sure that these email addresses match, and reach out to support@zohocrm.com if you still need more assistance.

 

9. Why have I received an email titled 'Setup Process Failed'/'Synchronization Process Failed' right after the Zoho CRM and Advanced Analytics integration?

This may be a momentary failure due to some internal issue.
To fix this issue:
  1. Go to your Zoho Advanced Analytics account
  2. Choose your workspace
  3. Click on the data sources and choose the required source from the list.
  4. Click the Refresh button
If the issue persists, please reach out to the Zoho Reports team at support@zohoanalytics.com

 

10. Why is the stage history of Zoho CRM is not being pushed to Zoho Analytics 

  1. Go to your Zoho Advanced Analytics account with an administrator profile.
  2. Click on Import Your Data.
  3. Select Zoho CRM App.
  4. Click Next in the Zoho CRM Advanced Analytics Setup page.

  1. Select the Stage History option from the modules list
  2. Click Create. 

  

Similarly, you can sync inventory product line items of Zoho CRM as Purchase items, Quoted items, Sales Order items, Invoice items, and more.

 

 


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