Import Usage Data to CRM via DataPrep

Import Usage Data to CRM via DataPrep

This guide will assist you in setting a pipeline for extracting unprocessed data from your app/website, cleaning and organizing it with DataPrep to import it to your CRM account.

Import data to DataPrep

To transfer data from any source to DataPrep for data manipulation for the subsequent importation into CRM, follow the steps outlined below:
  1. Sign in to your DataPrep account.
  2. To create a new connection, go to Pipelines → + Create New and name the new pipeline. Alternatively open the existing pipeline in your workspace and edit it
  3. Click Add Data and select the data source. For example, if your data source is a URL from Google Analytics, select URL.
  4. To configure the URL Connection, enter your dataset name. If you have created a new pipeline, change the API method to POST; else, let the API method be GET. Enter the request URL. To know where to find the request URL, click here.
  5. In the Add request body field, click the plus sign.
6. Add the request body similar to the below-mentioned template and structure it based on the examples that follow. All the keys mentioned in the sample request body are mandatory.

Idea
Sample Request Body
{

    "limit": [max_results],

    "dimensions": [

        {

            "name": "eventName"

        },

        {

            "name": "dateHour"

        },

        {

            "name": "customUser:[uniqueUserID]"

        }

    ],

    "dateRanges": [

        {

            "startDate": "[start_date]",

            "endDate": "[end_date]"

        }

    ],

    "keepEmptyRows": false],

    "orderBys": [

        {

            "desc": [false],

            "dimension": {

                "dimensionName": "[dayHour]",

                "orderType": "NUMERIC]"

            }

        }

    ]

}

    ]
}


Field Descriptions: All key

  1. limit (required):
    Defines the maximum number of records to return. For example, "limit": 100 will return up to 100 records. The recommended limit is 1,00,000.
    1. Type: Integer
  2. uniqueUserID:
     Specifies the particular key used to identify the user record in CRM like CRM record ID or email ID.
    1. Example: "user_uid"
    2. Type: Array of objects
  3. dateRanges:
    Specifies the date range for the data query. You need to provide a startDate and endDate for the range you want to retrieve. The endDate refers to today's date and the startDate can be 365daysAgo or 180daysAgo or 90daysAgo. The most recent data is more helpful for the AI models.
    1. Example: "startDate": "365daysAgo", "endDate": "2024-04-06"
    2. Type: Array of objects
    3. Note: Use relative date formats (e.g., "365daysAgo") or specific dates in the YYYY-MM-DD format.
  4. keepEmptyRows:
    If set to false, rows with no data are excluded.
    1. Example: "keepEmptyRows": false
    2. Default: true (if omitted)
    3. Type: Boolean
  5. orderBys
    Defines the sorting order of the data. You can sort the results based on a dimension or metric.
    1. Example: "desc": true sorts in descending order, "dimension": { "dimensionName": "dateHour", "orderType": "NUMERIC" } sorts based on a numeric dimension.
    2. Type: Array of objects
    3. Note: You can customize the orderBys array to define multiple sorting preferences.
7. Go to the Headers tab below. Add the content type under Keys. Switch to the Authorization tab, choose the Authorization method, fill in the other details, and click Authenticate.

8. Switch to the Authorization tab, choose the Authorization method, fill in the other details, and click Authenticate.
When the data import is successful, you have created a new connection.

Set ruleset

1. Click on the blue plus icon beside the intermediate stage and select  to insert ruleset. The addition of ruleset eases the pre-processing of data.

2. On the page that appears, click on the Ruleset icon, as highlighted in yellow
3. Set the ruleset as in the image below.

Complete your pipeline

Now that your data has been prepared to process adhering to the given ruleset, the next step is to complete your pipeline by choosing your destination for export.

1. In the same page, click Add Destination in the right-top corner and choose Zoho CRM as your destination and fill in the other fields.

2. Fill in the configuration fields
3. Click Save.

Your pipeline is now complete and looks similar to the below image.

Target Matching

The next step is Target Matching, where the matching of the column names of the imported database with the fields of the chosen destined CRM module happens.
1. Go to Prepare Data once again and click the Target Matching icon. Select Show Target in the top-right corner.

2. Those columns with red cross marks indicate a mismatch of column names and need to be renamed. Click the cross mark and select the relevant column name to map the column with it. Map all the columns in similarly


3. If the red mark turns to yellow and displays the below message, click on it until it automatically turns green, as shown in the image below.


4. Repeat this for the other columns having the red cross marks.
5. The final step is to get back to the pipeline and click Run in order to initiate the export.
The data exported will automatically be imported into the chosen CRM module.

To import usage data to CRM directly from any Analytics tool, refer to here.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Troubleshooting Data Import and Export

                                                                                                                              1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
                                                                                                                            • Import Usage Data to CRM from Analytics tools

                                                                                                                              To export your usage data report from your Analytics tool, use the respective guides: Google Analytics/MixPanel. After export, go to the Zoho CRM page and follow the steps below on how to import the usage data into the CRM. 1. Click the More (•••) ...
                                                                                                                            • FAQs: Exporting data from Zoho CRM

                                                                                                                              How do I export Zoho CRM data? To export data from CRM Go to Setup () near the top-right corner. Go to the Data Administration section and click Export. In the Export Data page, click Start an Export. In the Export Data page that opens, do the ...
                                                                                                                            • Importing Data to Zoho CRM

                                                                                                                              Data can be gathered through various sources such as, purchasing a record database, collecting from trade shows and campaigns, and so on. Importing records from such external sources to Zoho CRM is one of the most important lead creation activities ...
                                                                                                                            • Data Administration - An Overview

                                                                                                                              The purpose of the Zoho CRM data administration tools are to guide the CRM Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
                                                                                                                              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