How to setup sync with Zoho Analytics

How to set up sync with Zoho Analytics

With Zoho Analytics integration, you can import leads data from your database tables as contacts in Zoho Marketing Automation. You can map custom fields in Zoho Analytics to Zoho Marketing Automation to maintain your contacts the way you want.
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Learn how to integrate with Zoho Analytics 

 Set up the sync: 

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  2. Click Zoho Analytics and click Create sync.
  3. Select a database you want to sync with. All the contacts in this database will be synced to All contacts module of Zoho Marketing Automation.
  4. Select the table with the necessary contacts data.
  5. Select a mailing list if required to which you intend to sync the contacts. All the synced contacts will be available in the selected list as well as in the All contacts module.
  6. Select a topic to associate your contacts.
  7. Select a lawful basis. This option will be available only if you've opted to comply with GDPR in  your Zoho Marketing Automation account settings. 
  8. Select a date. This will map the date field to identify whenever new contacts are added or existing contacts information is modified in Zoho Analytics.
  9. Click Next and proceed to map fields.
     setup sync

 Map fields

  1. Map your contacts Zoho Analytics fields to respective Zoho Marketing Automation fields to import the contact information.
  2. Click (+) icon to map your custom fields.
  3. Click Initiate.
    field mapping
     

Sync Detail View  

To see the detail view of the sync,

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
  2. Click Zoho Analytics. Navigate to each tab to view relevant data.

Edit Sync Configuration  

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
  2. Click Zoho Analytics.
  3. Click Edit icon and edit the required details.
  4. Click Save.
    edit sync configuration
      

 Edit Mapping  

You can re-map or map more fields for your sync settings by clicking the Edit Mapping in the Sync Detail View.
  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
  2. Click Zoho Analytics.
  3. Navigate to Field Mapping tab.
  4. Click Edit icon and edit.
  5. Click Save.
    edit field mapping

  View sync history:  

Navigate to Sync history tab. Here you can see a detailed view of your sync list:
  1. Sync time - The time at which the sync was performed.
  2. Total records - Total number of contacts synced at the given time.
  3. Added -  Number of new contacts added at the given time.
  4. Updated - Number of existing contacts updated.
  5. Skipped - Number of contacts not synced since they didn't match the sync criteria.
    sync history
You can export your skipped contacts as a .csv file by clicking the export icon next to the skipped value.