{"id":2322,"date":"2023-06-25T05:37:00","date_gmt":"2023-06-25T05:37:00","guid":{"rendered":"https:\/\/bitapps.pro\/docs\/bit-form\/integrations\/zoho-analytics\/"},"modified":"2024-04-28T16:17:40","modified_gmt":"2024-04-28T10:17:40","slug":"zoho-analytics-integrations","status":"publish","type":"docs","link":"https:\/\/bitapps.pro\/docs\/bit-form\/integrations\/zoho-analytics-integrations\/","title":{"rendered":"Zoho Analytics Integrations"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Bit Form Integration With Zoho Analytics<\/h1>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Zoho Analytics integration with WordPress form | WordPress to Zoho Analytics Integration\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Eoxxu3U_3_s?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>Using&nbsp;<strong>Zoho Analytics integration<\/strong>&nbsp;with WordPress form builder, you can analyze your data in a much efficient way. You can easily integrate without any coding. This Documentation goes through the configuration process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Settings<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Authorization Process<\/h3>\n\n\n\n<p>First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Analytics if you don\u2019t have any form please create a new form. Please follow the screenshots below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"479\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/1.create_form-1024x479.png\" alt=\"\" class=\"wp-image-2341\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/1.create_form-1024x479.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/1.create_form-300x140.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/1.create_form-768x359.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/1.create_form.png 1347w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Then click on the Settings menu from the top navigation bar. Navigate to&nbsp;<strong><em>Settings-&gt;Integrations-&gt;Click on (+) -&gt;Select Zoho Analytics<\/em><\/strong>. Please follow the screenshots below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/2.-Homepage-1024x500.png\" alt=\"\" class=\"wp-image-2343\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/2.-Homepage-1024x500.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/2.-Homepage-300x146.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/2.-Homepage-768x375.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/2.-Homepage.png 1355w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/3.analytics-integration-1024x502.png\" alt=\"\" class=\"wp-image-2345\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/3.analytics-integration-1024x502.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/3.analytics-integration-300x147.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/3.analytics-integration-768x376.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/3.analytics-integration.png 1353w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Select a data center from the dropdown. Then click on the&nbsp;<strong><em>Zoho API Console<\/em><\/strong>. Navigate to&nbsp;<strong><em>API Console-&gt;Get Started-&gt;Server-based Applications<\/em><\/strong>. Please follow the screenshots below<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"506\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/4.-api-console-1024x506.png\" alt=\"\" class=\"wp-image-2349\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/4.-api-console-1024x506.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/4.-api-console-300x148.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/4.-api-console-768x379.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/4.-api-console.png 1347w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"499\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/5.GetStarted-1024x499.png\" alt=\"\" class=\"wp-image-2352\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/5.GetStarted-1024x499.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/5.GetStarted-300x146.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/5.GetStarted-768x374.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/5.GetStarted.png 1364w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"466\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/6.api-console-server-based-1024x466.png\" alt=\"\" class=\"wp-image-2357\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/6.api-console-server-based-1024x466.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/6.api-console-server-based-300x136.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/6.api-console-server-based-768x349.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/6.api-console-server-based.png 1348w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Fill those fields&nbsp;<strong><em>(Homepage URL and Authorized Redirect URLs)<\/em><\/strong>&nbsp;the same as your Integration Homepage. Then click&nbsp;<strong><em>UPDATE<\/em><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"949\" height=\"501\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/7.-api-console-client-details.png\" alt=\"\" class=\"wp-image-2359\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/7.-api-console-client-details.png 949w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/7.-api-console-client-details-300x158.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/7.-api-console-client-details-768x405.png 768w\" sizes=\"(max-width: 949px) 100vw, 949px\" \/><\/figure>\n\n\n\n<p>Then copy the&nbsp;<strong><em>Client ID and Client Secret<\/em><\/strong>&nbsp;and paste it to the Bit Form integration page. Then click on the&nbsp;<strong><em>Authorize<\/em><\/strong>&nbsp;button (wait for a few seconds). After the successful authorization click on the Next button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"501\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/8.-client-secret.png\" alt=\"\" class=\"wp-image-2364\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/8.-client-secret.png 946w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/8.-client-secret-300x159.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/8.-client-secret-768x407.png 768w\" sizes=\"(max-width: 946px) 100vw, 946px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"518\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/9.-authorization-1024x518.png\" alt=\"\" class=\"wp-image-2366\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/9.-authorization-1024x518.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/9.-authorization-300x152.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/9.-authorization-768x388.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/9.-authorization.png 1335w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column note_col is-layout-flow wp-block-column-is-layout-flow\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4353\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/info-icon.png\" alt=\"note-icon-bit-apps\" width=\"24\" height=\"24\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/info-icon.png 24w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/info-icon-16x16.png 16w\" sizes=\"(max-width: 24px) 100vw, 24px\" \/>&nbsp; <strong>Note<\/strong><\/p>\n\n\n\n<p><strong>Notice: Zoho Analytics only works with the main admin owner(Super admin) of the Zoho analytics account. For Zoho Analytics update criteria, follow this link:&nbsp;<a href=\"https:\/\/www.zoho.com\/analytics\/api\/#applying-filter-criteria\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">https:\/\/www.zoho.com\/analytics\/api\/#applying-filter-criteria<\/a><\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Steps<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Select Workspace &amp; Map Fields<\/h3>\n\n\n\n<p>Select the workspace and table from the dropdown. Then map Bit Form fields with Zoho Analytics fields in which you want to send\/update data.<\/p>\n\n\n\n<p><strong>Zoho Analytics doesn\u2019t support data INSERT\/UPDATE in the integration table<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/Bit-Form-to-Zoho-analytics-field-select.mp4\"><\/video><\/figure>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column note_col is-layout-flow wp-block-column-is-layout-flow\">\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4353\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/info-icon.png\" alt=\"note-icon-bit-apps\" width=\"24\" height=\"24\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/info-icon.png 24w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/info-icon-16x16.png 16w\" sizes=\"(max-width: 24px) 100vw, 24px\" \/>&nbsp; <strong>Note<\/strong><\/p>\n\n\n\n<p><strong>Notice: If you select the <\/strong>Update Row action without any criteria, when you click on the save button a warning message will be shown. <strong>All data from the above-selected table will be replaced<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/2.-Bit-Form-to-Zoho-analytics-without-criteria-warning-message.mp4\"><\/video><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Action<\/h3>\n\n\n\n<p>You can update Zoho Analytics records by using criteria.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"500\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/10.-Bit-Form-to-Zoho-analytics-criteria.png\" alt=\"\" class=\"wp-image-2378\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/10.-Bit-Form-to-Zoho-analytics-criteria.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/10.-Bit-Form-to-Zoho-analytics-criteria-300x146.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/10.-Bit-Form-to-Zoho-analytics-criteria-768x375.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong><em>Example criteria: (\u201cTable Name\u201d.\u201dDepartment\u201d=\u2019Finance\u2019 and \u201cTable Name\u201d.\u201dSalary\u201d =&gt; 9000)<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Params<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>Description<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>Data type<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Table Name<\/td><td class=\"has-text-align-center\" data-align=\"center\">Zoho Analytics column name based on which rows will be updated.<\/td><td class=\"has-text-align-center\" data-align=\"center\">TEXT<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Department, Salary<\/td><td class=\"has-text-align-center\" data-align=\"center\">Zoho Analytics column name based on which rows will be updated.<\/td><td class=\"has-text-align-center\" data-align=\"center\">TEXT<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Criteria<\/td><td class=\"has-text-align-center\" data-align=\"center\">Criteria based on which rows will be updated. The criteria must be in the format: \u201cTable name\u201d.\u201d \u201d&nbsp;<a href=\"https:\/\/docs.form.bitapps.pro\/wpbitform-zoho-analytics#supported-operator-for-the-criteria\">Supported Operators<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\">OPERRATOR \/ TEXT<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Supported operator for the Criteria<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>=<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>!=<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>&lt;<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>&gt;<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">&lt;=<\/td><td class=\"has-text-align-center\" data-align=\"center\">=&gt;<\/td><td class=\"has-text-align-center\" data-align=\"center\">LIKE<\/td><td class=\"has-text-align-center\" data-align=\"center\">NOT LIKE<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">IN<\/td><td class=\"has-text-align-center\" data-align=\"center\">NOT IN<\/td><td class=\"has-text-align-center\" data-align=\"center\">BETWEEN (to be used as: \u201cBETWEEN \u201d AND \u201d)<\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>There is another feature named Update Preference. If you select\u00a0<strong><em>Yes<\/em><\/strong>\u00a0when the criteria don\u2019t meet a new row will be inserted in Zoho Analytics.<\/p>\n\n\n\n<p>When&nbsp;<strong><em>No<\/em><\/strong>&nbsp;is selected then a new row won\u2019t be inserted if the criteria don\u2019t meet.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"498\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/11.-update-row-1024x498.png\" alt=\"\" class=\"wp-image-2478\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/11.-update-row-1024x498.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/11.-update-row-300x146.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/11.-update-row-768x373.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/11.-update-row.png 1364w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Set Workflow<\/h3>\n\n\n\n<p>In the end, create a Workflow for triggering the integration. Select the integration that you created before.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"501\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/12.-workflow-1024x501.png\" alt=\"\" class=\"wp-image-2482\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/12.-workflow-1024x501.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/12.-workflow-300x147.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/12.-workflow-768x376.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/06\/12.-workflow.png 1356w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Bit Form Integration With Zoho Analytics Using&nbsp;Zoho Analytics integration&nbsp;with WordPress form builder, you can analyze your data in a much efficient way. You can easily integrate without any coding. This Documentation goes through the configuration process. Integration Settings Authorization Process First, you have to log-in to your WordPress dashboard. Then click on Bit form from [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":88769,"parent":1475,"menu_order":92,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[15],"doc_badge":[],"acf":[],"_links":{"self":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs\/2322"}],"collection":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/comments?post=2322"}],"version-history":[{"count":0,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs\/2322\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs\/1475"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/media\/88769"}],"wp:attachment":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/media?parent=2322"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/doc_tag?post=2322"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/doc_badge?post=2322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}