Build Your Connector

The first step in this process is to define the connection configuration flow and builder UI. This step is essential for ensuring smooth integration between applications and includes defining the authentication method, data retrieval process, what data should be imported, the data sync intervals, pagination, and much more.

How to build a connector in Zoho Analytics?

Invoke Custom Connector Builder

  1. Access the Organization Settings page from the Zoho Analytics home page.
  2. Click Custom Connector > Connectors.
  3. Click Create New Connector.
  4. Specify a unique Name and Description of the connector you are building.
  5. Choose the Service as Zoho Analytics.
  6. Review the Terms and Conditions and confirm your acceptance. Click Create.
  7. Click Create to launch the Custom Connector builder UI.

Authentication

Configure the authentication method to be used for identity verification for secure data access. Specify the required authentication inputs from the user based on the selected method. Additionally, define the authorization scopes to outline the access levels that the application can request on behalf of the user within the authorization framework.

Entities

Define and manage the scope of data objects, such as organizations, that will be accessed and synchronized.

Custom Modules

Add and configure custom data modules that extend functionality, enabling specific data structures or workflows unique to the integration.

Global Configuration

Set up connector-wide settings, such as time zones, sync intervals, and other global parameters that affect the overall operation of the connector.

Deletion

Manage how data is handled during deletion, whether soft or hard delete, and ensure proper cleanup of records across systems.

Error Handling

Define rules and methods for managing errors during data synchronization or API calls, including retries and notifications.

Import Options

Configure how data is imported into the system, including file formats, data mappings, and field validations to ensure smooth data ingestion.

General Details

Provide essential information about the connector, such as its name, description, version, and any other identifying details to aid in its setup and management.