CRM Zen Show Episode 189 – March Finance Madness

Zoho News

Implementation of the Week

  • Integration of Scheduled Email Report to Zoho Analytics
    • Oftentimes, we can integrate with external sources using REST API integrations 
    • Sometimes, however, 3rd party software either does not have a REST API, or their API can be buggy/broken
    • In this case, the 3rd party tool had a buggy API that we could not rely on, BUT, it can schedule exports (via spreadsheet) to be delivered via email
    • CRM Email Parser used to parse these scheduled exports into CRM custom record (including attachment)
    • Custom function triggered on the creation of the custom module entry to read the attachment and upload to Analytics running table

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • SaneBox
    • Brett’s favorite pick EVER.
    • An “Inbox Zero” tool that actually works.
  • CRMOZ
    • For those of you who don’t know, CRMOZ are very talented developers and Zoho partners based out of Ukraine.  We ask that everyone check out their Zoho Marketplace shop and if any of the plugins they sell are a potential fit, they could really use the extra support right now.

Tips and Tricks

Billy

Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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