Sync leads from Zoho Analytics - Zoho Marketing Automation

Sync leads from Zoho Analytics

Zoho Marketing Automation integrates with Zoho Analytics to help you build your mailing lists made of analyzed data Analytics. The integration lets you import leads data from your database tables as leads in Zoho Marketing Automation. You can map custom fields in Zoho Analytics to Zoho Marketing Automation to maintain your leads lists the way you want.

Sync Details

1. From the Navigation bar, click Leads and select Sync services.  

2. Navigate to Zoho Analytics sync setup and click New sync.




3. Enter the following details,

  • Sync description: Give your sync a name
  • Database name: Choose the database you want to sync with.
  • Table name: Select the table with necessary leads data.

4. Choose which rows to import:

  • All leads: All leads from your Analytics table
  • Criteria: Only leads meeting the criteria you specify (e.g., Email isn't empty)
  • Mailing list details: Select the mailing list in Zoho Marketing Automation to which you want to import the leads.

5. Click Save and continue.




Map Your Fields

You can map fields of the table with your Marketing Automation fields, choose a Analytics field and map it with corresponding Marketing Automation field.

Mapping the email address field is mandatory while creating the sync. You can map additional fields by clicking on Map more link. After you map a field click Add . After mapping the required fields, click Save and continue.


Configure sync

You decide how often data is imported from your table. The data can be retrieved just once, or you can set it to occur daily, weekly, or monthly depending on your requirements.

1. Select a sync frequency:

  • Retrieve Data: One-time import of data.
  • Sync Frequency: Set the frequency for import of data to recur on a daily, weekly, or monthly basis. ( Note: To enable sync frequency option, there should be atleast one calander field in your table.)

2. Select the data to be retrieved:

  • All data: Imports all leads' data from the table.
  • After: Imports only those leads' data that have been added/modified after the specified date and time.

3. Click Initiate.



Sync Detail View

1. From the Navigation toolbar, click on Leads and select Sync services.

2. Navigate to Zoho Analytics sync setup and click Active syncs.


   

3. Hover over the sync and click View details.



Edit field mapping

You can re-map or map more fields for your sync settings by choosing the Edit mapping in the Edit drop down.



Edit retrieval detail

You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Edit retrieval details in the Edit drop down.



Import details/history

Use this option to get a detailed history of the leads synced from Zoho Analytics to Zoho Marketing Automation. You can see this in the detailed view of the sync.



Status
Description
Total Leads
 Leads imported/synced in a single fetch.
New leads
Leads added to the Marketing Automation org.
Re-added leads
 Leads already deleted in Marketing Automation account but now added again.
Duplicate leads
Leads already present in Marketing Automation account.
 Ignored leads
 Leads are not added to the mailing list.
 Deleted leads
 Leads deleted in Analytics account and getting updated in Marketing Automation as well.

   

 Ignored leads

Leads who are ignored during the import if they fall under one of the following group,

Status
Description
Bounced
Leads bounced from the recipient's inbox, or email addresses do not exist.
Do-Not-Mail
Leads unsubscribed from your org.
Group Email(s)
Leads having a role/group email address. For e.g. info@, administrator@, careers@, service@, support@, etc.
File Duplicate(s)
Leads present more than once in the file. 
Empty email address
Leads whose email address field is missing.
Invalid Pattern
Leads with an invalid email address; e.g. patriciazylker.com, john@gnail.com

   

When do I change authtoken in Zoho Marketing Automation?

You need to change your ZSC key in Zoho Marketing Automation under these two scenarios,

  • If you change Zoho Report's ZSC key.
  • If you change your primary email address of your Zoho Analytics account.

Change Authtoken

1. From the Navigation bar, click Leads and select Sync services.  

2. Navigate to Zoho Analytics sync setup and click Active syncs.  

   

3. Navigate to Settings tab.

4. Click Edit beside the account details.

5. Click on " Click here to generate new Authtoken " link in the Update Account Details pop up.

6. A new Authtoken appears in a new tab, copy paste it in the Update Account Details pop up.


Do more with sync services


To create sync with Zoho Books, click here.


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