Sync data from ThoughtSpot to Zoho

Sync to Zoho from an Answer

To create a sync to Zoho from an Answer, follow these steps:

  1. Select the desired Answer from the Answers tab or the ThoughtSpot homepage. You must have Can manage sync permissions and view access to an Answer to create a sync.

  2. In the upper-right corner of the Answer, click the more options menu icon More options menu icon. From the dropdown menu, select Sync to other apps, then choose Zoho.

  3. If this is the first sync you have created for Zoho, a pop-up authorization window appears. To give ThoughtSpot permission to send data to your Zoho account, enter your email or phone number, click Next, enter your password, and select Sign in. Click Accept to allow ThoughtSpot to access data in your Zoho account.

    Permissions for ThoughtSpot in Zoho

  4. Within ThoughtSpot, fill in the following parameters:

    • Edit the Pipeline name if needed. By default, this field populates with PL-[Answer Name].

    • If you have more than one Zoho destination set up, then the Destination field appears, and you will have to select a Zoho destination from the dropdown menu available. However, if no destinations have been set up before or if you have only one Zoho destination, the Destination field will not appear.

    • Select your Zoho Object from the dropdown menu. You can choose between Accounts, Contacts, Deals, and Leads.

    • Select Operation from the dropdown menu. You can choose between Create, Update, and Delete.

    • Map the Source and Destination columns from the dropdown menus provided. Note that the Source column refers to the column in ThoughtSpot, while the Destination column refers to the column in Zoho.

      Zoho Sync window

  5. By default, "Save and sync" is selected. Select Save to send your data to Zoho. Your data immediately appears in Zoho.

  6. [Optional] To set up a repeated sync, click Schedule your sync and select your timezone. From the options provided, choose whether the sync will occur every:

    • n minutes. You can choose to schedule a sync every 5, 10, 15, 20, 30, or 45 minutes.

    • n hours.

    • n days at a selected time. Note that you can choose not to send an update on weekends.

    • week at a selected time and day.

    • n months at a selected time and date.

Any sync over 50,000 rows may result in an execution timeout. For optimal performance, keep your sync to below 50,000 rows. If you’re syncing a large number of rows and the sync fails, try applying filters like date filters to make your dataset smaller and then sync.

Sync to Zoho from a Custom SQL View

To sync to Zoho from a custom SQL view, follow these steps:

  1. Navigate to your SQL view by selecting the Data tab and searching from the Data Workspace home page. Select the SQL view name.

  2. In the upper-right corner, click the more options menu icon more options menu icon and select Sync to Zoho.

  3. If this is the first sync you have created for the selected app, an authorization page appears. To give ThoughtSpot permission to send data to your Zoho account, enter your email or phone number, click Next, and select Accept.

  4. Fill in the following parameters:

    • Edit the Pipeline name if needed. By default, this field populates with PL-[Answer Name].

    • If you have more than one Zoho destination set up, then the Destination field appears, and you have to select a Zoho destination from the dropdown menu available. However, if no destinations have been set up before or if you have only one Zoho destination, the Destination field will not appear.

    • Select Object from the dropdown menu. You can choose between Accounts, Contacts, Deals, and Leads.

    • Select Operation from the dropdown menu. You can choose between Create, Update, and Delete.

    • Map the Source and Destination columns from the dropdown menus provided.

  5. By default, "Sync and save" is selected. Select Save to send your data to Zoho. Your data immediately appears in Zoho.

  6. [Optional] To set up a repeated sync, click Schedule your sync and select your timezone. From the options provided, choose whether the sync will occur every:

    • n minutes. You can choose to schedule a sync every 5, 10, 15, 20, 30, or 45 minutes.

    • n hours.

    • n days at a selected time. Note that you can choose not to send an update on weekends.

    • week at a selected time and day.

    • n months at a selected time and date.

Any sync over 50,000 rows may result in an execution timeout. For optimal performance, keep your sync to below 50,000 rows. If you’re syncing a large number of rows and the sync fails, try applying filters like date filters to make your dataset smaller and then sync.

Sync to Zoho from the Data Workspace

To create a sync to Zoho from the Data Workspace, follow these steps:

  1. Select the Data tab.

  2. On the left menu bar, select Sync.

  3. Under the Pipelines tab, select "Create new pipeline". Note that if you do not already have a destination created to the intended destination app, you first need to create one in the Destinations tab.

  4. Fill in the following parameters:

    • Edit the Pipeline name if needed. By default, this field populates with PL-[Answer Name].

    • All destinations available appear in the Destination dropdown menu.

    • Select your Source data. Here you will pick an Answer or a custom SQL view to send through sync.

    • Select Object from the dropdown menu. You can choose between Accounts, Contacts, Deals, and Leads.

    • Select Operation from the dropdown menu. You can choose between Create, Update, and Delete

    • Map the source and destination columns from the dropdown menus provided.

  5. By default, Save and sync is selected. Select Save to send your data to Zoho. Your data immediately appears in Zoho.

  6. [Optional] To set up a repeated sync, click Schedule your sync and select your timezone. From the options provided, choose whether the sync will occur every:

    • n minutes. You can choose to schedule a sync every 5, 10, 15, 20, 30, or 45 minutes.

    • n hours.

    • n days at a selected time. Note that you can choose not to send an update on weekends.

    • week at a selected time and day.

    • n months at a selected time and date.

Any sync over 50,000 rows may result in an execution timeout. For optimal performance, keep your sync to below 50,000 rows. If you’re syncing a large number of rows and the sync fails, try applying filters like date filters to make your dataset smaller and then sync.

Manage pipelines

While you can also manage a pipeline from the Pipelines tab in the Data Workspace, accessing the Manage pipelines option from an Answer or view displays all pipelines local to that specific data object. To manage a pipeline from an Answer or view, follow these steps:

  1. Click the more options menu icon more options menu icon and select Manage pipelines.

  2. Scroll to the name of your pipeline from the list that appears. Next to the pipeline name, select the more options icon more options menu icon. From the list that appears, select:

    • Edit to edit the pipeline’s properties. For example, for a pipeline to Google Sheets, you can edit the pipeline name, file name, sheet name, or cell number. Note that you cannot edit the source or destination of a pipeline.

    • Delete to permanently delete the pipeline.

    • Sync now to sync your Answer or view to the designated destination.

    • View run history to see the pipeline’s Activity log in the Data Workspace.

      More options menu for a pipeline

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