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The Zoho CRM Sync Tool is a powerful and customizable solution designed to automate the process of transferring data from your internal database to Zoho CRM. By facilitating seamless data integration, this tool significantly improves the efficiency of workflow, ensuring up-to-date information is always available within ZohoCRM.

Python 100.00%

zohocrm-datasync's Introduction

zohocrm-datasync

Project Objective

The main goal of this project is to create a data sync tool that will automate the transfer of data from our internal database to Zoho CRM, allowing for seamless data integration and improved efficiency.

Basic Outline of Data Sync Tool Workflow

Below is a basic outline of how the data sync tool will work to pull data from our SQL database using SQL replication, stage the data in a staging database, and then upload it to Zoho CRM through their API.

  • SQL Replication
  • Data Transformation and Validation (optional)
  • Data Upload to Zoho CRM
  • Scheduling and Automation

Key Features:

  • Automated data synchronization between your SQL database and Zoho CRM
  • Optional data transformation and validation to ensure data integrity and compliance with Zoho CRM's format requirements
  • Robust error handling, logging, and retry mechanisms for reliable data transfer
  • Scheduling and automation capabilities to run the sync process at predefined intervals
  • Two implementation options: Local Host and Microsoft Azure Cloud, catering to different organizational requirements and preferences

coming feature

  • design workflow
  • sync accounts,branchs and other modules
  • design data warehouse as resource instead of csv file.
  • data validation funcation
  • logging function

zohocrm-datasync's People

Contributors

michaelencode avatar

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