Introduction

Qobra connects to Zoho through an application, which needs to be installed via an Oauth check.

The integration is used to synchronize tables from Zoho, with their fields and their content. This integration is readonly and does not write anything in your Zoho.

Access

Oauth authentication & scopes

To connect your Pipedrive to Qobra, you’ll need to go through an Oauth flow, granting us access to several scopes:

  • ZohoCRM.users.READ (Read user information)
  • ZohoCRM.modules.READ (Read all modules information)
  • ZohoCRM.settings.fields.READ (Read settings)

You’ll find more information about Zoho application scopes here.

Synchronization

Incremental synchronization

This integration is an incremental synchronization. This means that all imports are based on each record last modified date, and that we only refresh what has been modified in the system since the previous import. When an import is launched, we thus refresh all records that have been modified since the start of the last successful import.

Once we have refresh range, synchronization work is split and parallelized in smaller tasks for performance enhancement. The synchronization tasks are split according to the last modified date.

It is important to note that Qobra admin can manually trigger complete synchronization in the application.

Supported tables

You’ll find here all tables supported by the Zoho integration:

Zoho tableName field
DealsDeal_Name
LeadsFull_Name
InvoicesInvoice_Number
AccountsAccount_Name
ContactsFull_Name
EventsEvent_Title

Supported types

You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.

Zoho typeQobra type
doublenumber
integernumber
currencyamount
textstring
textareastring
datedate
datetimedate
picklistpicklist
userlookupuser
ownerlookupuser
formulastring, number, amount, percentage, date