Advanced Analytics Synchronization with Zoho Reports

May 30 2014

Zoho Reports is an excellent feature for individuals & businesses for generating reports on the views defined by them within Zoho CRM. Have you ever tried to synchronize any default module other than  Accounts, Activity, Contacts, Potentials, Leads, Users? Actually Zoho does not provide synchronization support for other default modules as of now but Zoho is planning to release the synchronization support for other modules like Quotes, Demos, etc very soon.

Question is how to get the data of remaining default modules to Zoho Reports?

We have only left with the option of manual operation of exporting the data from Zoho CRM and importing it into Zoho Reports. Additionally, you may create custom modules within Zoho CRM and synchronize the data with Zoho Reports.