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Zoho Analytics Integration

Overview​

Zoho Analytics is a cloud-based business intelligence and data analytics platform used to create visual reports, dashboards, and data-driven insights. This integration allows you to add and update rows in your analytics tables directly from your Boltic workflows.

Authenticating with Zoho Analytics​

Step 1: Set Up OAuth 2.0​

  • Log in to your Zoho account and navigate to the Zoho Developer Console.
  • Create a new client or use an existing one to obtain your Client ID and Client Secret.

Step 2: Configure the Connection in Boltic​

  • Log in to your Boltic account and navigate to the "Integrations" page from Left Navigation.
  • Click on the "Sources" Panel and then click on "Add new Source".
  • Select or filter the "Zoho Analytics" Connector.
  • Enter the integration name and description.
  • Click on the "Connect Zoho Analytics Account" button, which will redirect you to the Zoho authorization page.
  • Sign in with your Zoho credentials and grant the requested scopes (ZohoAnalytics.data.read, ZohoAnalytics.data.create, ZohoAnalytics.data.update, ZohoAnalytics.metadata.read).
  • Once the Connect button indicator turns green, click "Save" — your OAuth tokens are now securely stored.

Using Zoho Analytics with Boltic​

Step 1: Create a New Workflow​

  • Log in to your Boltic account and navigate to the "Workflows" page from Left Navigation.
  • Click on the "Create New Workflow" button.
  • Add a Zoho Analytics action node to your workflow.

Step 2: Configure the Actions​

Select from the available Zoho Analytics actions:

  • Add Row: Insert a new row of data into a specified Zoho Analytics table.
  • Update Row(s): Update existing row(s) in a specified Zoho Analytics table based on criteria.

Configure the action settings based on the selected action, including required parameters such as Organization ID, Workspace ID, and Table/View ID.

Available Actions​

Add Row​

Inserts a new row of data into a specified Zoho Analytics table, ensuring your reports and dashboards stay current with the latest business information.

Required Fields:

  • Organization ID: Your Zoho Analytics Organization ID (auto-populated from your account).
  • Workspace ID: The Zoho Analytics Workspace ID where the table resides (auto-populated).
  • Table/View ID: The target Table or View ID to insert data into (auto-populated based on selected workspace).
  • Columns Data: Key-value pairs of column names and their corresponding values.

Optional Fields:

  • Date Format: Date format if a column contains a date field (e.g., dd-MMM-YYYY). See Date Format Documentation.
  • Column Date Format: Date format for specific columns if multiple date formats exist, specified as column-format pairs.

Update Row(s)​

Updates existing row(s) in a specified Zoho Analytics table based on matching criteria.

Required Fields:

  • Organization ID: Your Zoho Analytics Organization ID (auto-populated from your account).
  • Workspace ID: The Zoho Analytics Workspace ID where the table resides (auto-populated).
  • Table/View ID: The target Table or View ID to update data in (auto-populated based on selected workspace).
  • Criteria: Conditions to match rows for updating:
    • Table/View ID: The table or view name used in the criteria expression.
    • Column Name: The column to match against.
    • Operator: Comparison operator — =, !=, >, <, >=, <=, BETWEEN, LIKE, NOT LIKE, IN, NOT IN.
    • Value: The value to match.
  • Columns Data: Key-value pairs of column names and their new values.

Optional Fields:

  • Update All Rows: If enabled, updates all rows in the table. WARNING: This will overwrite existing rows.
  • Add If Not Exist: If enabled, adds a new row when no row matches the criteria.
  • Date Format: Date format if a column contains a date field (e.g., dd-MMM-YYYY). See Date Format Documentation.
  • Column Date Format: Date format for specific columns if multiple date formats exist, specified as column-format pairs.

Troubleshooting​

Common Errors​

  • 400 Bad Request: Invalid data format or missing required columns. Verify all required fields are provided.
  • 401 Unauthorized: Invalid or expired authentication token. Reconnect your Zoho Analytics account.
  • 403 Forbidden: Insufficient permissions. Check your OAuth scopes.
  • 404 Not Found: Workspace, table, or row not found. Verify the Workspace ID and Table/View ID.
  • 422 Unprocessable Entity: Data validation errors or constraint violations.
  • 429 Too Many Requests: Rate limit exceeded. Implement retry logic with backoff.

Support​