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Home » Enable The Integration from Zoho Books to Analytics
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Understanding Zoho Finance Data in Zoho Analytics

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  1. Start With a Superb Setup
    3 Topics
    1. Enable The Integration from Zoho Books to Analytics
    2. Adjusting The Sync And A Few WARNINGS
    3. Clean Up Folders and Look at The Sync
  2. Dive Into the Data
    6 Topics
    1. Where Do All These Tables of Data Come From?
    2. Let's Look at An Example — Invoices and Invoice Items
    3. The Confusing Product ID Field
    4. Example 2 — Credit Notes and Items/Refunds
    5. Example 3 — Payments
    6. Understanding All Other Finance Tables
  3. Build A "Most Common Items Sold" Report
    4 Topics
    1. Identify The Data We Need for This Report
    2. Create A Pivot Table Using the Invoice Items Table
    3. Ensure The Tables Are Connected Properly
    4. Finish And Use Your New Report
  4. Begin Improving Your Finance Reporting with SQL Queries
    4 Topics
    1. Our Use Case — A Stock On Hand Report
    2. Write and Test the Code
    3. Build A Pivot Table to Summarize the Data
    4. Wrapping It All Up
Understanding Zoho Finance Data in Zoho Analytics Start With a Superb Setup Enable The Integration from Zoho Books to Analytics
Lesson 1, Topic 1
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Enable The Integration from Zoho Books to Analytics

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Make sure that all the tables of data with all their important fields (you’ll have to manually select any custom fields you’ve created) are selected in the sync.

There is a limit of 100 fields per table allowed in the sync. Set a schedule for your sync!