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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 1
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WRITE OUT YOUR PLAN Ahead of Time
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It is ABSOLUTELY NECESSARY for you to plan ahead of time what your code actually needs to accomplish and do. This will help you write the code much faster and avoid mini pitfalls. Whether it’s on paper, in-line comments in your code, or a flow chart, make a plan for the order of operations and what needs to happen.
You can take a sneak peek at the completed code here.