Adding Fields to Zoho Analytics

Adding Fields to Zoho Analytics

Can I add custom columns or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics connector for Zoho CRM:

From Zoho CRM:

Login to your Zoho CRM account.
Click the Settings icon in the top right corner.
Click Setup > Zoho
Select the Manage button under Advanced CRM Analytics section. The Advanced CRM Analytics page will open.
The Zoho Analytics Configuration screen will open, listing all the supported modules.
Click the required module. The Fields column will list all the fields available in the module.
Select the check boxes adjacent to the fields you want to sync with Zoho Analytics. Note that default fields will be disabled and you will not be able to deselect them. It is mandatory to sync these fields.
You can also select Custom modules and the required fields.
Schedule the synchronization time and then click Save & Sync Now.
Data will be synced and the new field will be imported into Zoho Analytics at the scheduled synchronization time. In case you have already set up the Zoho Analytics connector in your Zoho CRM account, then you can open the Zoho Analytics Configuration screen as given in the following question.

From Zoho Analytics:

You can select the custom fields at the time of the setup. If you have already set up the connector, follow the below steps.

Log in to Zoho Analytics
Open the Zoho CRM advanced analytics Workspace.
Click the Zoho CRM button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
In the Data Sources tab that opens, click the Edit Setup link.
Select the Custom Modules and the corresponding fields.
Click Save.

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