Zoho CRM

tap-zoho-crm (airbyte variant)🥈

Sales CRM Software

The tap-zoho-crm extractor pulls data from Zoho CRM that can then be sent to a destination using a loader.

Airbyte Usage Notice

This connector uses tap-airbyte-wrapper to call the underlying Airbyte source Docker container. This means you must have Docker installed and running prior to usage. We also recommend using Meltano version 2.13.0 or later.

Container-based connectors can introduce deployment challenges including the potential need to run Docker-in-Docker (not currently supported by services like AWS ECS, Meltano Cloud, etc. see FAQ and Airbyte's ECS deployment docs for more details). Before using this variant we recommend considering if/how you will be able to deploy container-based connectors to production.

For more context on how this Airbyte integration works please checkout out the FAQ in the Meltano Docs.

Getting Started

Prerequisites

If you haven't already, follow the initial steps of the Getting Started guide:

  1. Install Meltano
  2. Create your Meltano project

Installation and configuration

  1. Add the tap-zoho-crm extractor to your project using
    meltano add
    :
  2. meltano add extractor tap-zoho-crm
  3. Configure the tap-zoho-crm settings using
    meltano config
    :
  4. meltano config tap-zoho-crm set --interactive
  5. Test that extractor settings are valid using
    meltano config
    :
  6. meltano config tap-zoho-crm test

Next steps

If you run into any issues, learn how to get help.

Capabilities

The current capabilities for tap-zoho-crm may have been automatically set when originally added to the Hub. Please review the capabilities when using this extractor. If you find they are out of date, please consider updating them by making a pull request to the YAML file that defines the capabilities for this extractor.

This plugin has the following capabilities:

  • about
  • catalog
  • discover
  • schema-flattening
  • state
  • stream-maps

You can override these capabilities or specify additional ones in your meltano.yml by adding the capabilities key.

Settings

The tap-zoho-crm settings that are known to Meltano are documented below. To quickly find the setting you're looking for, click on any setting name from the list:

You can also list these settings using

meltano config
with the list subcommand:

meltano config tap-zoho-crm list

You can override these settings or specify additional ones in your meltano.yml by adding the settings key.

Please consider adding any settings you have defined locally to this definition on MeltanoHub by making a pull request to the YAML file that defines the settings for this plugin.

Airbyte Config Client Id (airbyte_config.client_id)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_CLIENT_ID

OAuth2.0 Client ID


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config client_id [value]

Airbyte Config Client Secret (airbyte_config.client_secret)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_CLIENT_SECRET

OAuth2.0 Client Secret


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config client_secret [value]

Airbyte Config Dc Region (airbyte_config.dc_region)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_DC_REGION

Please choose the region of your Data Center location. More info by this Link


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config dc_region [value]

Airbyte Config Edition (airbyte_config.edition)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_EDITION

Choose your Edition of Zoho CRM to determine API Concurrency Limits


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config edition [value]

Airbyte Config Environment (airbyte_config.environment)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_ENVIRONMENT

Please choose the environment


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config environment [value]

Airbyte Config Refresh Token (airbyte_config.refresh_token)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_REFRESH_TOKEN

OAuth2.0 Refresh Token


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config refresh_token [value]

Airbyte Config Start Datetime (airbyte_config.start_datetime)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_CONFIG_START_DATETIME

ISO 8601, for instance: YYYY-MM-DD, YYYY-MM-DD HH:MM:SS+HH:MM


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_config start_datetime [value]

Airbyte Spec Image (airbyte_spec.image)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_SPEC_IMAGE
  • Default Value: airbyte/source-zoho-crm

Airbyte image to run


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_spec image [value]

Airbyte Spec Tag (airbyte_spec.tag)

  • Environment variable: TAP_ZOHO_CRM_AIRBYTE_SPEC_TAG
  • Default Value: latest

Airbyte image tag


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set airbyte_spec tag [value]

Docker Mounts (docker_mounts)

  • Environment variable: TAP_ZOHO_CRM_DOCKER_MOUNTS

Docker mounts to make available to the Airbyte container. Expects a list of maps containing source, target, and type as is documented in the docker --mount documentation


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set docker_mounts [value]
Expand To Show SDK Settings

Flattening Enabled (flattening_enabled)

  • Environment variable: TAP_ZOHO_CRM_FLATTENING_ENABLED

'True' to enable schema flattening and automatically expand nested properties.


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set flattening_enabled [value]

Flattening Max Depth (flattening_max_depth)

  • Environment variable: TAP_ZOHO_CRM_FLATTENING_MAX_DEPTH

The max depth to flatten schemas.


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set flattening_max_depth [value]

Stream Map Config (stream_map_config)

  • Environment variable: TAP_ZOHO_CRM_STREAM_MAP_CONFIG

User-defined config values to be used within map expressions.


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set stream_map_config [value]

Stream Maps (stream_maps)

  • Environment variable: TAP_ZOHO_CRM_STREAM_MAPS

Config object for stream maps capability. For more information check out Stream Maps.


Configure this setting directly using the following Meltano command:

meltano config tap-zoho-crm set stream_maps [value]

Something missing?

This page is generated from a YAML file that you can contribute changes to.

Edit it on GitHub!

Looking for help?

If you're having trouble getting the tap-zoho-crm extractor to work, read the Airbyte connector FAQ, look for an existing issue in the Airbyte repository, file a new issue, or join the Meltano Slack community and ask for help in the
#plugins-general
channel.

Install

meltano add extractor tap-zoho-crm

Maintenance Status

  • Maintenance Status
  • Built with the Meltano SDK
  • Based on an Airbyte Connector

Repo

https://github.com/airbytehq/airbyte/tree/master/airbyte-integrations/connectors/source-zoho-crm
  • Last Commit Date
  • License

Maintainer

  • Airbyte

Keywords

  • airbyte_protocolmeltano_sdk