1. Log in to Zoho Analytics
2. Open the Vertical Studio advanced analytics Workspace.
3. Click on Data Sources > Edit Setup
4. Make the necessary modifications to the settings
5. Click Save.
   

If you attempt to remove the synchronization of modules or fields from Advanced Analytics that are linked to any existing components, a warning pop-up will prompt you to first disassociate them in Analytics before proceeding with the removal in the CRM. However, if the modules or fields you remove from the CRM are not used in any Analytics components, the change will take effect immediately. The related data in Analytics will be automatically deleted during the next scheduled sync.

Any updates made to records in the Vertical Studio application will be automatically synced with Zoho Analytics during the scheduled synchronization period.

Deactivating the Integration 

Important: Deactivating the Zoho Analytics account connected to Vertical Studio will result in the permanent deletion of all associated Vertical Studio data, reports, and dashboards within that specific Zoho Analytics workspace. This action is irreversible. Ensure that any critical reports or data have been backed up or exported before proceeding with deactivation.

Synchronized Modules & Fields

Please note that the final list for your application depends on the modules you have selected while creating the application. 

1. Accounts
2. Events, Calls, and Tasks
3. Cases
4. Campaign
5. Campaign Lead Status
6. Contacts
7. Invoices
8. Invoice Line Items
9. Leads
10. Deals
11. Deal Stage History
12. Price Books
13. Products
14. Purchase Orders
15. Purchase Order Line Items
16. Quotes
17. Quote Lines Items
18. Sales Orders
19. Sales Order Line Items
20. Vendors
21. Custom Modules
22. Subforms
23. Linking Module
24. Picklist History Tracker

1. Accounts - Account ID, Account Name, Account Owner, Account Type, Created Time, Industry, Website
2. Calls - Call Start Time, Call Duration (in seconds), Call Owner, Subject, Call Type, Call Purpose, Billable, Created Time, Modified Time
3. Campaign - Campaign ID, Campaign Name, Type, Status, Created Time, Modified Time, Start Date, End Date, Expected Revenue, Budgeted Cost, Actual Cost,
4. Campaign Lead Status  -  Campaign ID, Lead ID,  Campaign Name, Lead First Name, Lead Last Name, Status, Last Modified Time, Is Lead Active?
5. Contacts - Contact ID, Last Name, Contact Owner, Email, Lead Source, Mobile, Created Time
6. Cases - Case ID, Case Owner, Status, Case Origin, Created Time, Modified Time, Days to Closed, Age in Days, Age Tier, Type, Subject, Email
7. Events - Event Owner, Subject, Start Date and Time, End Date and Time, Created Time, Modified Time
8. Invoice - Invoice ID, Invoice Number, Sales Order Id, Invoice Owner Id, Invoice Owner, Invoice Status, Created Date, Modified Date, Account Id, Contact Id, Subject, Sub Total, Discount, Tax
9. Invoice Line Items - Inventory Field, Inventory Id, Product Id, ListPrice, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name
10. Leads - ID, Last Name, Company, Lead Owner, Email, Mobile, Website, Industry, Lead Source, Lead Status, Created Time, Converted
11. Deals - ID, Potential Name, Potential Owner, Created Time, Amount, Expected Revenue, Closing Date, Stage, Type, Lead Source, Probability
12. Potential Stage History - Deal Stage History ID, ID, Modified Time, Stage, Stage Duration, Stage Velocity
13. Products - Product ID, Product Owner Id, Product Owner, Product Name, Product Code, Product Active, Product Manufacturer, Product Category, Cost, Taxable, Commission Rate, Quantity Ordered, Quantity In Stock, Reorder Level, Quantity In Demand, Sales Start Date, Sales End Date, Support Start Date, Support End Date, Created Time, Modified Time, Vendor ID, Cost of Stocks in hand, Need Replenishment
14. Purchase Orders - Purchase Order ID, Purchase Order Owner Id, Purchase Order Owner, PO Number, Created Date, Modified Date, PO Date, Vendor Id, Contact Id, Status, Excise Duty, Sales Commission, Due Date, Sub Total, Discount, Tax, Gross Total, Adjustments
15. Purchase Order Line Item - Inventory rel ID, Purchase Order Id, Product Id, List Price, Quantity, Total, Discount, Total after Discount, Tax, Net Total, Product Name,  Book ID 
16. Quotes -  Quote ID,  Quote Owner Id, Quote Owner, Quote Stage, Created Date, Modified Date, Valid Till, Account Id, Contact Id, Potential Id, Subject, Sub Total, Discount, Grand Total, Tax, Adjustments
17. Quotes Lines Items - Inventory Rel ID, Inventory Id, Product Id, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name, List Price, Sales Orders, Quote ID
18. Sales Order -  Owner Id, Sales Order Owner, Created Date, Modified Date, Due Date, Account Id, Contact Id, Potential Id, SALESORDERID, Status, Subject, Sub Total, Discount, Tax, Adjustments, Grand Total
19. Sales Orders Line Items - INVENTORYRELID, Inventory Id, Product Id, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name, List Price,
20. Vendors - Inventory Rel ID, Inventory Id, Product Id, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name, List Price
21. Tasks - Task Owner, Subject, Created Time, Due Date, Status
22. Users - User ID, First Name, Last Name, Email