Collectors
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      Zoho Collectors

      Overview

      DataBlend currently collects the following Zoho data types:

      • Contacts From Finance
      • Contact Roles By Deal
      • Contact Roles
      • Emails
      • Invoices
      • Lead Conversion Options
      • Modules
      • Notes
      • Payments
      • Records
      • Record Attachments
      • Record Timelines
      • Related Record

      Configuration

      Field

      Required/ Optional

      Comments

      Type

      Required

      Zoho

      Name

      Required

      Descriptive free-text name for the collector

      Data Source

      Required

      Choose a pre-configured data source from the drop down or click Create New to create a new data source.

      Schema Name

      Required

      Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run.

      Credential

      Required

      Choose a pre-configured Zoho Credential from the drop-down.

      Zoho Collector Type

      Required

      Utilize the pre-populated Collector Type drop-down menu.

       To learn more about Zoho API requirements, please visit https://www.zoho.com/crm/developer/docs/api/v5/modules-api.html.