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