Business Intelligence
Zoho Analytics by Maxmel Tech
27 min
zoho analytics is an ai powered business intelligence and data analytics platform that connects, prepares, analyzes, and visualizes data from 500+ sources integrating with make com enables seamless data automation, actionable insights, and enhanced workflow efficiency for businesses this is ai generated content based on official zoho analytics documentation the content may still contain errors—please verify important information if you have questions, contact zoho analytics support directly how to get support on zoho analytics zoho analytics is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=zoho%20analytics\&app slug=zoho analytics community\&app unique id=zoho analytics mthtgp requirements to use the zoho analytics app in make, you must have a valid zoho analytics account and an access token, create your account on zoho analytics app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect zoho analytics and {{product name}} to get started, you must first create a connection between zoho analytics and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials register a new client application generate the authorization code generate the access token and refresh token using the authorization code note the generated client id, client secret, access token, and refresh token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=zoho%20analytics\&app slug=zoho analytics community\&app unique id=zoho analytics mthtgp create the connection in {{product name}} log in in your make account , add the zoho analytics module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zoho analytics or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page zoho analytics modules after connecting to the zoho analytics app, you can choose from a list of available modules to build your {{scenario plural lowercase}} activate users enables or activates selected users in the chosen application or service, allowing them to access and use its features add members to a group adds selected members to a group you choose, making it easy to manage group membership automatically add users adds one or more users to your chosen system or application, allowing them to access its features and services add users to a workspace adds users to a workspace according to your chosen criteria and settings, making it easy to invite and onboard new team members automatically add a row inserts a new row of data into a table or spreadsheet you choose, allowing you to easily expand your records with fresh information change email schedule status updates the status of a scheduled email in your system, allowing you to activate, pause, or modify its delivery as needed change user role this module allows you to update a user’s role within the system, giving them new permissions or access levels as needed change a workspace user's role updates a user's role within a workspace by assigning them a new, specified role this module helps you manage user permissions and responsibilities in your workspace more efficiently create a group creates a brand new group within the selected service, allowing you to organize users or resources as needed create an email schedule allows you to set up and manage a schedule for automatically sending emails at the exact times you choose create an export job using a view id creates an export job that retrieves data from the specified view id and prepares it for download or further processing create an export job using an sql query creates an export job that runs your specified sql query and exports the resulting data for you create an import job creates a new import job that adds data to a specific table you choose create an import job for an existing table creates an import job to add new data into an existing table within your database deactivate users this module allows you to deactivate selected users in the service according to the parameters you specify delete workspace users removes selected users from a workspace according to the criteria you define delete a group permanently removes a selected group from your account, erasing all associated data and access within the service delete a row removes a selected row from a specific table or data range, helping you keep your information up to date and organized delete an email schedule permanently removes a selected email schedule from your account, ensuring that the scheduled emails will no longer be sent get group details fetches comprehensive information about a particular group, including its key details and attributes get an export job fetches detailed information about a particular export job by using the job id you provide this lets you see the status and specifics of that export task get an import job this module lets you look up and view detailed information about a particular import job using its unique id list groups fetches a complete list of all groups in your account, allowing you to view and manage every group that has been created list users fetches a complete list of all users from your account, allowing you to view details for each user list workspace users fetches a complete list of all users within a specific workspace, allowing you to see who has access and manage team members easily make an api call executes a custom api request to the service using your authorized account, allowing you to interact with features or endpoints not covered by the standard modules remove members from a group removes the selected members from a specific group, making sure they no longer have access or association with that group remove users permanently deletes selected users from the service or application, ensuring they no longer have access or accounts within the platform rename a group changes the name of an existing group to a new name that you specify sync data keeps information in sync between two systems by automatically updating each one, so you always have the latest data in both places update workspace users' status allows you to change or update the current status of one or more users within a specific workspace, helping you keep user information up to date update a row updates the details of a specific row within a selected table, allowing you to modify existing information as needed update an email schedule this module lets you update an existing email schedule in the service, so you can adjust when emails are sent or modify other details of the email distribution as needed watch email schedule this module activates whenever a new email schedule is created or when an existing one is updated, helping you stay on top of any changes to your scheduled emails templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} zoho analytics resources you can have access to more resources related to this app on the following links zoho analytics topics on make community zoho analytics website zoho analytics documentation zoho analytics api documentation zoho analytics page on make