Integration Scope

Integrating Zoho Analytics with Zoho SalesIQ

1. Log in to your Zoho SalesIQ account.
   
2. From the Home Page, navigate to Settings > Developers > Integrations and choose Zoho Analytics.
   

1. On the Zoho Analytics page, click on Add on the top right.
   

1. The various analytics portals/organizations that you are associated with will be displayed in the list. Choose the portal/organization that you want to link with your SalesIQ and then click on Continue.
   

1. If there are more than one workspace on your chosen Zoho Analytics account, you will be asked to choose your preferred workspace to integrate with SalesIQ. Select your choice of workspace from the list and then click on Continue. You can also directly create a new workspace for your Zoho Analytics right from this window by clicking on the 'Create New Workspace' option. 
   

1. This will take you to the Zoho Analytics configuration page.
   

Zoho Analytics Configurations

Now that you have linked your SalesIQ account to your Analytics account, you can configure the integration based on your business requirements.

Select SalesIQ Module

1. You can Select the SalesIQ Modules and push only that particular data into Zoho Analytics and generate reports based on your requirements.
   
1. Default Modules - There are four default modules that will be selected automatically - Visitors, Operators, Departments and Apps. These modules cannot be disabled.
   
2. Other Modules -  Other than the default modules, you have three other modules - Visits, Events and Conversations that can be enabled or disabled based on your requirements.
   

1. When you choose modules from this section, all the fields inside the corresponding modules will be stored in a table in Zoho Analytics. When you click on a particular module, ex: Visitors, all the fields inside that module will be displayed in a window to the right.
   

Auto-sync SalesIQ - Analytics data

1. Time zone - You can choose your preferred time zone from the list. 
   
2. Period - This refers to the required period of historical data that needs to be pushed to Analytics. This option will be available only during the first time that you set up this integration. Choose the time period for which you want the past data to be pushed to Analytics. You can choose from 30 days, 3 months, 6 months and 12 months.
   

1. Schedule - The scheduling can be set for Daily, Hourly or Unscheduled. 
   
1. Daily - If the scheduling is set to 'Daily', then sync will take place everyday at the time specified in the next step.
   

1. Hourly - If the scheduling is set to Hourly, then sync will take place as per the hourly option specified in the next step, whether every 3 hours, every 6 hours or every 12 hours.
   

1. Not scheduled - This option does not facilitate sync at any point of time. If this option is chosen, then the user will have to manually click on Integrate and Sync now button below to sync the data, as and when required.
   

1. After setting up the Auto-sync settings, click on Integrate and Sync now button to start the data sync process for the integration. he sync process will take a few minutes.

Note: The above instance will sync data daily, at 10 a.m. as per Indian Standard time. Past data of 6 months will be transferred to Zoho analytics in the first sync.

1. Once you integrate successfully, you will be able to see the name of the administrator and the Zoho Assist Org ID along with the Worskspace name displayed in the 'Connect with your Zoho Analytics account' section.
   

How to disable the Zoho Analytics integration?

SalesIQ data in Zoho Analytics

1. Sign in to  your Zoho analytics account and choose the workspace that was connected to SalesIQ in the integration configurations.
   

1. On the left side dock, there are 4 tabs - Explorer, Dashboards, Reports and Data.
   
1. Explorer - The Explorer is the main page from where you can create, access and share views in your Workspace. All the data folders in the Workspace (data pushed from SalesIQ grouped within folders) will be listed in the Explorer tab.
   

1. Data - Under the data tab, we get all the data modules that were chosen to be pushed from SalesIQ to Zoho Analytics.
   

1. Reports - Under the Reports tab, there are plenty of reports created by default under three report folders namely, Conversation reports, Visits & Events reports and Visitors reports which can be explored for in-depth analysis. To create a new report from scratch, click on 'Create New Reports' at the bottom.
   

1. Dashboards - Zoho Analytics creates three dashboards automatically, by default once the integration is enabled. These are the Chat overview dashboard, Marketing dashboard and Visitors tracking dashboard. To create a new dashboard from scratch, click on 'Create New Dashboards' at the bottom.