Advanced Analytics for Vertical Studio with Zoho Analytics | Zoho Vertical Studio

Vertical Studio - Zoho Analytics integration

The Advanced Analytics for Vertical Studio applications, powered by Zoho Analytics, offers a flexible solution for transforming raw operational data into actionable business intelligence. This powerful integration between the Vertical Studio application and Zoho Analytics enables users to examine their application data thoroughly, generating insightful business intelligence reports and dashboards. 
With this integration, Vertical Studio application users can automatically synchronize their application data with Zoho Analytics and create custom and pre-built reports and dashboards. 

Prerequisites

Before setting up the integration, ensure you have:
  1. An active Zoho Analytics account. 
  2. An active Vertical Studio subscriber account.
  3. Admin permissions in both Vertical Studio and Zoho Analytics.
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Note: Please note that this integration is exclusively for subscriber accounts. This integration is not supported in the  developer console or the sandbox environment.

Setting up the Integration

You can initiate integration between the Vertical Studio applications and Zoho Analytics only from Vertical Studio. Deactivation is possible from either Vertical Studio or Zoho Analytics.
To set up the integration:
  1. Log in to the Vertical Studio subscriber account with Administrator profile privileges.
  2. Navigate to Setup > Marketplace > Zoho > Advanced Analytics.
  3. Click Set up now > Get Started
  4. Review the consent page and click Proceed.
  5. In the Configuration window, 
    1. Select the required modules and fields for synchronization.
    2. Choose your preferred data synchronization option (manual or scheduled).
    3. Click Save.

This initiates the integration of Vertical Studio data into Zoho Analytics. The duration of this process can vary depending on the volume of data selected. You will receive an email notification once the integration is complete. You can also check the status of the integration from Setup > Marketplace > Zoho > Advanced Analytics.
You can choose to synchronize data manually or schedule it to run daily at a selected time, available in 30-minute intervals.  The manual sync option is available across all editions of Zoho Analytics. You can schedule sync once per day or perform up to 10 manual syncs per day.  Please note that configuration changes are temporarily disabled during manual synchronization..
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Note: Only one Vertical Studio - Zoho Analytics integration is allowed per account. This integration can coexist with a Zoho CRM - Zoho Analytics integration on the same account.
For the complete list of modules and fields available for synchronization, please refer here.

Accessing Advanced Analytics

Once the synchronization is complete, you can access the advanced analytics powered by Zoho Analytics directly from Vertical Studio:
From Vertical Studio: Go to Set Up > Marketplace > Zoho > Advanced Analytics > Manage.
From Zoho Analytics: Log in to Zoho Analytics, open the Vertical Studio workspace created during integration.

Sync Status and History

Once the integration is active, users can easily monitor the synchronization status of their Vertical Studio data with Zoho Analytics. Information about the most recent sync, upcoming scheduled syncs, and historical sync logs is available in both the Vertical Studio application and Zoho Analytics interface.

In Vertical Studio:
  1. Navigate to Setup > Marketplace > Zoho > Advanced Analytics.
  2. The integration page displays:
    1. Last Sync Time – When the most recent data sync was completed.
    2. Next Scheduled Sync – Shows the date and time of the upcoming scheduled sync.
    3. Sync Status – Whether a sync is in progress or complete.

In Zoho Analytics:
  1. Log in to your Zoho Analytics account.
  2. Open the Vertical Studio Reports workspace 
  3. Click on Data Sources > select your Vertical Studio data source.
  4. You will see the following sync metadata:
    1. Last Data Sync Status (e.g., Success, Failed, Sync in Progress)
    2. Last Data Sync Time
    3. Next Scheduled Sync Time
    4. Schedule Timezone
    5. Synchronizations Done
  5. Click the Sync History tab to view logs of all sync activities performed in the last 45 days. 

Reports and Dashboards

The integration provides over 70 pre-built reports and dashboards. You can also create custom reports using Zoho Analytics' drag-and-drop builder. Refer to Zoho Analytics help for Creating Ad-hoc Reports using Zoho Analytics.

Sharing Reports and Dashboards with Other Users

By default, the reports and dashboards generated in Zoho Analytics using Vertical Studio data are initially accessible only to the administrator who configured the integration.  However, to foster collaboration and promote data-driven decision-making across the organization, these valuable insights can be easily shared with other Vertical Studio application users, or even outside the application.
To share reports and dashboards:
  1. Log in to Zoho Analytics.
  2. Open the Vertical Studio Reports workspace (the workspace created during the integration process).
  3. On the Vertical Studio Reports page, select the report or dashboard you wish to share.
  4. Click the Share option.
  5. Choose the desired sharing method (e.g., sharing with specific users, user groups, or publicly via a permalink, if applicable). 

Managing Your Vertical Studio - Zoho Analytics Integration

Editing Integration Settings

The Vertical Studio - Zoho Analytics integration settings can be modified at any time. This includes updating the selected modules or fields for synchronization, or altering the data synchronization schedule.

From Vertical Studio: 
  1. Navigate to Setup > Marketplace > Zoho > Advanced Analytics.
  2. Click on Settings
  3. Make the necessary modifications to the settings
  4. Click Save.

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From Zoho Analytics:
  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.
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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 

If you no longer require Advanced Analytics for Vertical Studio, the integration can be deactivated. If you deactivate the integration, re-activation requires a fresh setup. The previous workspace in Zoho Analytics remains but is not re-linked upon re-enabling the integration.
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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.
To deactivate Advanced Vertical Studio Analytics:

From Vertical Studio:
  1. Log in to Vertical Studio with Administrator profile privileges.
  2. Navigate to the integration settings, under Setup > Marketplace > Zoho 
  3. On the Advanced Analytics for Vertical Studio page, click Manage > Deactivate
  4. On the Deactivation of Zoho Analytics page, carefully review the warning message, and then click Deactivate to confirm the action.
From Zoho Analytics:
  1. Log in to Zoho Analytics.
  2. Open the Vertical Studio advanced analytics Workspace.
  3. Click Data Sources (or the Vertical Studio data source name).
  4. Click the Setup icon on the data source you want to delete.
  5. Click Remove Data Source.
  6. Confirm deactivation.

Synchronized Modules & Fields

You can synchronize standard modules, custom modules, subforms, linking modules, and picklist history trackers. Up to 95 fields can be synced per module. If you attempt to select more than 95 fields in a module, you will receive an UI warning. Default fields are pre-selected when a module is chosen. 
Here is a complete list of modules that can be synchronised with Zoho Analytics.
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Please note that the final list for your application depends on the modules you have selected while creating the application. 
Standard Modules
  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
There are a set of default fields, that will be marked selected, when you select a module for synchronization. Apart from that, you can also include additional fields by selecting the required ones during the initial setup, or later.
Here is a list of default fields that will be synchronized during Vertical Studio - Zoho Analytics integration:
  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