Zoho
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 table | Name field |
---|---|
Deals | Deal_Name |
Leads | Full_Name |
Invoices | Invoice_Number |
Accounts | Account_Name |
Contacts | Full_Name |
Events | Event_Title |
Supported types
You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.
Zoho type | Qobra type |
---|---|
double | number |
integer | number |
currency | amount |
text | string |
textarea | string |
date | date |
datetime | date |
picklist | picklist |
userlookup | user |
ownerlookup | user |
formula | string , number , amount , percentage , date |
Was this page helpful?