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How do I create Zoho CRM and Zoho Desk metrics?

Updated

Visualize, discover, and act on your CRM and help desk data by creating Zoho CRM and Zoho Desk data feed metrics.

This article includes:

Connecting PowerMetrics to your Zoho data

Here are a couple things to note about connecting Klipfolio to your Zoho data:

Your data is safe with us. The first time you connect your Zoho data to Klipfolio, you'll be prompted to sign in to Zoho and give permission to allow Klipfolio to securely access data within your Zoho account. We are serious about protecting your data privacy.

Managing your connections. By default, your connection name looks like this: yourname@Zoho<date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections.

You can use and reuse the same account connection every time you connect to Zoho. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.

Creating Zoho CRM and Zoho Desk data feed metrics

When you create Zoho CRM and Zoho Desk data feed metrics, you:

Connecting to your Zoho account and adding a data feed

Every metric needs a data feed. As you create metrics, you’ll either create a new data feed or select one from your list of existing data feeds. Learn more about data feeds.

To create a new data feed for your metric:

  1. In the left navigation sidebar click the + button beside Metrics and select See all services.
  2. On the Where is your data? page, under Data Feed Services, select Zoho Desk or Zoho CRM.
  3. Click +New data feed > Select Zoho Desk or Zoho CRM data.
  4. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page or click +Create a custom Zoho data source.
    Note: Pre-built data sources are only available for Zoho CRM.
  5. If this is your first time connecting to Zoho:
    • Click Connect an account. Enter your Zoho login credentials and click Next. If prompted, click Allow Access to enable Klipfolio to securely access your Zoho data. Click Continue.
  6. If you have connected to Zoho before:
    • Select an existing connection (token) from the drop-down list and click Continue.
  7. If you're creating a custom data source, edit the Query URL further to return the data you need. Refer to the Zoho CRM API documentation or Zoho Desk API documentation for details.
    Note: To limit your results to data returned within a specific date range, you must modify the query parameters as in the example below and set the Type to Header:
  8. Click Get data.
  9. Ensure this is the data you're looking for, then click Continue. Next step - refine the data in the data feed editor.

To use an existing data feed for your metric:

  1. In the left navigation sidebar, click Data Feeds.
  2. In your list of Data Feeds, select the one you want to use for your metric.
  3. Click the Metrics tab in the right-side pane.
  4. Click +Add metric and proceed to Configuring your metric.

Refining data in the data feed editor

You’ve arrived in the data feed editor where you can choose to either accept the automatic settings or make changes.

If you’re happy with the automatic settings:

If you want to make changes:

  • Zoho returns data in a JSON format. The method for refining and editing JSON source data is slightly different than when dealing with source data that’s already in a tabular format. Learn how to refine and edit JSON source data feeds.
  • Some common adjustments include changing the data format or names for columns, updating the data feed name, and combining columns using formulas - there are many customization options available.
  • If you want to adjust the original query, click the tile under Data service.
  • When you’re finished editing the data feed, click Save data feed and proceed to Configuring your metric.

Note: After you’re finished creating a metric with this data feed, you can return to it and use it to make more data feed metrics. In the left navigation sidebar, click Data Feeds. Select the desired data feed from the list and click +Add metric.

Configuring your metric

When you configure a data feed metric, you select the measure and dimensions from the data feed to include in the metric and choose settings that determine how the data will be visualized. Go here for detailed instructions on configuring your metric.

Next steps – Interacting with your data

Now that you're connected and have some metrics, it's time to start learning from your data and tracking your progress.

Here are a few suggestions for interacting with your data:

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