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Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)
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Understanding and Setting Up a Scheduled Function5 Topics
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Write Your Scheduled Function12 Topics
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WRITE OUT YOUR PLAN Ahead of Time
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Looking at the Analytics API Docs
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Setting Your Initial Variables
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Call All of Your CRM Notes
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Create and Populate Your Note Map
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DON'T FORGET to Set Your Date Format
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Search Your CRM Notes Table for Existing Notes
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Update Your Existing Row in Analytics
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Add a Row to Your CRM Notes Table
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Throw ALL Your CRM Notes into the Table
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Review the Notes Import and Schedule Your Function
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Ideas for Working with This Data in Analytics
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WRITE OUT YOUR PLAN Ahead of Time
Lesson 2, Topic 5
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Create and Populate Your Note Map
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The “API names” of the columns in your Analytics table are really just the column names surrounded by double quotes. Map the data we retrieved from the CRM Notes API call to the respective columns in your Analytics table. This columns data map will be relevant for both adding and updating rows.
We encase all this (and basically everything else in the function) in a ‘for each’ loop, cycling through all the notes we retrieved.