Odoo Zoho Analytics Connector helps you seamlessly combine your Odoo information with Zoho Analytics for superior reporting and enterprise intelligence.

With this connector, you possibly can sync workspaces, studies, and tables from Odoo into Zoho Analytics with out problem.

The connector offers real-time information synchronisation utilizing cron jobs and retains your Zoho Analytics up to date with newest Odoo data.

Whether or not you want higher insights, efficiency monitoring, or automated reporting, this connector makes it easy.

1. Odoo Zoho Dashboard Sync – Odoo Zoho Analytics Connector lets you import and work together with Zoho Analytics dashboards immediately in Odoo.
2. Export Odoo Knowledge to Zoho Analytics – Ship Odoo tables/fashions to Zoho for superior reporting.
3. Automated Schema Updates – Any discipline/column modifications in Odoo auto-reflect in Zoho.
4. Incremental & Full Knowledge Sync – Migrate historic information as soon as after which maintain syncing solely new/up to date data.
5. Odoo Zoho Desk Relationship – Create relationships between Odoo tables inside Zoho Analytics for deeper insights.
6. Workspace & Report Administration – Export/import Zoho workspaces and studies from inside Odoo.
7. Scheduled Cron-Based mostly Syncing – Automate information export from Odoo to Zoho at outlined intervals.

1. As soon as you buy App from Webkul retailer, you’ll obtain a hyperlink to obtain module’s zip file.
2. Extract file in your system after obtain finishes. Consequently, it is possible for you to to see a folder named- ‘Wk_odoo_zoho_analytics_connector’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo App and click on on Settings menu. Right here, click on on Activate Developer Mode.
5. Then, open Apps menu and click on on ‘Replace Modules Listing.’
6. In search bar, take away all filters and search ‘Wk_odoo_zoho_analytics_connector’
7. It is possible for you to to see module in search outcomes. Click on on ‘Set up’ to put in it.

1. After putting in Odoo Zoho Analytics Connector, open Zoho Analytics Connector app in Odoo.

2. Navigate to Odoo Zoho Analytics Connector → Configuration → Connection Menu and click on New Connection.

3. Enter Shopper ID, Shopper Secret, Zoho Area, and Redirect URL (copy from Odoo and paste in Zoho app setup) and Save connection.

4. Click on on the Join button and authenticate utilizing the Zoho Token and approve entry.

5. As soon as related, you will note the message “related efficiently.”

6. Click on on the Fetch Organisation (Firm) button. The connector will fetch firm or group particulars from Zoho. Choose the group for use for information synchronisation.

Import Workspaces and dashboards from Zoho to Odoo

1. Go to the Connection part in Odoo. Underneath the Import part, you will see that two choices: Import Workspace and Import Dashboard from Zoho to Odoo.



2. Click on on Import Workspace to import all workspaces from Zoho into Odoo.



3. Click on on Import Dashboard to import dashboards from Zoho into Odoo



4. Each the dashboards and workspaces will probably be imported efficiently, and the Workspace ID will probably be mechanically fetched.

Export Workspace and desk from Odoo to Zoho

1. In Odoo Zoho Analytics Connector, go to the Workspace Part and click on create workspace. 



2. Enter the workspace Title, Description and Choose the Zoho connection.



3. Click on Export button. The workspace will probably be created in Zoho, and the Workspace ID will sync again into Odoo.



Export Tables from Odoo to Zoho

1. Go to the Desk Part in Odoo Zoho Analytics Connector and click on on the New button.
2. Configure the next gadgets:
   1. Desk Title: Present a reputation in your desk.
   2. Workspace: Choose the workspace beneath which you’re creating the desk.
   3. Zoho ID: This will probably be mechanically fetched to Odoo as soon as the desk is exported to Zoho.
   4. Connection: This will probably be mechanically set based mostly on the chosen workspace.
   5. Mannequin: Choose Odoo Mannequin/Desk (e.g., Gross sales Orders, Clients, Invoices).
   6. Description: Present any info associated to this desk.
   7. Knowledge Export Mode: Select whether or not to share Incremental information or All information.
      1. Incremental: Export solely newly created data based mostly on the final sync date.
      2. All: Export all data, ignoring earlier sync historical past.
3. Select the fields that you just wish to sync to Zoho.



4. If you wish to filter the information to be synced to Zoho, click on on Filter Area and apply the required filter

Click on Export Desk, it can publish the desk to zoho. The desk will probably be created inside the chosen Zoho Analytics workspace, and any schema modifications in Odoo will mechanically mirror in Zoho.





Click on on export information, and it’ll sync fields’ information from odoo to Zoho





Import Studies from Zoho to Odoo

1. Navigate to the Workspace beneath which you wish to import the report. Click on on Import Report. The imported studies will probably be obtainable in Odoo Studies Part.



Incremental Sync – Odoo Zoho Analytics Connector can help you carry out incremental sync for quicker updates with out re-exporting all information.

Schema Auto-Replace – Any modifications in Odoo fashions (fields added/eliminated) are auto-reflected in Zoho tables.

API Limits – Respect Zoho API name limits to keep away from sync failures. Should you want then modify limits in settings.

A number of Workspaces – With Odoo Zoho Analytics Connector, you possibly can join and handle a number of workspaces beneath a single Odoo occasion.

Knowledge Consistency – Ensure so as to add right Group and Workspace earlier than syncing.

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Thanks for paying consideration!!



Sakshi
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Sakshi is a proficient Odoo Enterprise Analyst specializing in multichannel integration, connector platforms, and enterprise intelligence software integration with Odoo. She excels in optimizing enterprise processes, making certain seamless system integration, and enhancing data-driven decision-making, driving operational effectivity and strategic progress for companies.