[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

Dear Customers,

 

As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books integration. 

 

Please note the below changes which will occur as part of the migration process.

 

1. "Branch" Module Renamed to "Locations"

 

The "Branch" module in Zoho Books will be renamed as "Locations". This new module will consolidate both Branches and Warehouses data into a single unified Locations module.

 

2. "Warehouse" Module Deprecation for New Users

 

The Warehouse module will no longer be available for new Zoho Books users. Existing users, however, will retain their warehouse data, but moving forward, all data will also be stored and updated in the "Locations" module.

 

3. Updates to Lookup Columns in Related Modules

 

All references to "Branch ID" in lookup columns across various modules such as "Accrual Transactions", "Invoice Items", and others will be renamed to "Location ID".

 

Impact on Zoho Analytics Queries and Reports:

 

Post-migration, any existing reports or queries in Zoho Analytics that use the "Warehouse ID" column must be updated to reference the "Location ID" column.

Please note the impact is only for existing Zoho Books-Zoho Analytics users who want to migrate to Locations module in Zoho Books and are currently using Warehouses and Branches.

 

Recommended Actions for Zoho Analytics Users

 

1) Review Existing Queries and Reports: Identify all queries and reports where the "Warehouse ID" or "Branch ID" columns are being used.

 

2) Update Columns: Replace these references in query tables and reports with "Location ID" in your Zoho Analytics workspace.

 

 

We are committed to providing a smooth transition for all users. If you need any assistance or have questions about this update, please don’t hesitate to reach out to our support team at support@zohoanalytics.com.

 

Regards,

Ganesh Radhakrishnan

Product Management | Zoho Analytics

• Topic Participants

• Ganesh Radhakrishnan

• Simon Payne

• Marjolaine

• Sim Yee

• Jaivin Joy Eapen

  

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