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I'm actually part of a bigger team at Ascent Business Solutions where we have support technicians and project consultants. Support is for smaller technical fixes but this can include developments, reports or integrations; depending on the size of the task. Projects are for more time-consuming developments such as revamps of the Zoho Suite of apps or on-site training. The advantage of a team is that if I am out-of-office for a day or so, there is always someone at Ascent Business Solutions who can deal with any queries/issues you may have.

Our support rates can be found and purchased at http://ascentbusiness.co.uk/zoho-support-2. A support bundle doesn't have an expiry date. So whether we can do what you want within the bundle and a year later need further support, if there are minutes left on the bundle then there is no additional charge.

Our project rates for bigger developments can be found at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices and will involve a dedicated project consultant along with developers who will hold your hand through the development process.

If you want help building a solution for one of the Zoho Apps in the Zoho Suite, contact us on 0121 293 8140 (UK) or by email at info@ascentbusiness.co.uk. You can also visit our website at http://ascentbusiness.co.uk.

I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

Zoho Analytics: Setup DataSource via FTP Connection

What?
So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP.

Why?
The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and have this available to their Zoho apps. My aim(s) are:

  1. Setup recurring FTP connection.
  2. Make data readily available to ZohoCRM.

How?
Well, let's setup the FTP connection first in Zoho Analytics:
  1. Login to Zoho Analytics
  2. Click on "Data Sources" in the left sidebar then click on "Add Data Sources" in the top right:
    Zoho Analytics: Setup DataSource via FTP Connection: Select Data Sources and click on Add Data Source
  3. Type FTP in the filter field in the top right and there should be a single FTP option displayed to you:
    Zoho Analytics: Setup DataSource via FTP Connection: Type FTP in the filter and select the FTP option
  4. Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as per your configuration, then click on "Next":
    Zoho Analytics: Setup DataSource via FTP Connection: Select Data Sources and click on Add Data Source
  5. Step 2 of 2: specify whether first row are headers/column/field names. If necessary, specify the format of the data per column (in this example, I highlight the Date column, it then prompted me what format this is in, eg. dd/MM/yyyy):
    Zoho Analytics: Setup DataSource via FTP Connection: Specify Data Format for Import
  6. You will then be shown a summary of your import:
    Zoho Analytics: Setup DataSource via FTP Connection: Imported Data Summary
  7. You can then setup a schedule for the import to automatically download the data file regularly:
    Zoho Analytics: Setup DataSource via FTP Connection: Setting up a Schedule to regularly download the file
  8. After all that you will be shown your data table:
    Zoho Analytics: Setup DataSource via FTP Connection: Select Data Sources and click on Add Data Source


Additional Note(s):
Here are some notes & settings you may need on your quest to setup Zoho Analytics FTP Data Sources:
  • Zoho Analytics IP Addresses to whitelist (if necessary):
    copyraw
    // EU Data Centers
    31.186.226.0 - 31.186.226.255
    185.20.209.0 - 185.20.209.255
    87.252.213.0 - 87.252.213.255
    84.207.209.0 - 84.207.209.255
    185.20.211.0 - 185.20.211.255
    31.186.243.0 - 31.186.243.255
    89.36.170.0 - 89.36.170.255
    217.163.72.0 - 217.163.72.255
    213.244.146.0 - 213.244.146.255
    185.230.214.0 - 185.230.215.255
    
    // US Data Centers
    136.143.178.0 - 136.143.179.255
    136.143.176.0 - 136.143.177.255
    136.143.190.0 - 136.143.190.255
    1.  // EU Data Centers 
    2.  31.186.226.0 - 31.186.226.255 
    3.  185.20.209.0 - 185.20.209.255 
    4.  87.252.213.0 - 87.252.213.255 
    5.  84.207.209.0 - 84.207.209.255 
    6.  185.20.211.0 - 185.20.211.255 
    7.  31.186.243.0 - 31.186.243.255 
    8.  89.36.170.0 - 89.36.170.255 
    9.  217.163.72.0 - 217.163.72.255 
    10.  213.244.146.0 - 213.244.146.255 
    11.  185.230.214.0 - 185.230.215.255 
    12.   
    13.  // US Data Centers 
    14.  136.143.178.0 - 136.143.179.255 
    15.  136.143.176.0 - 136.143.177.255 
    16.  136.143.190.0 - 136.143.190.255 
  • The file on the FTP server to download can be of type: CSV, TSV, Text, Excel, MS Access DB, HTML, JSON, XML and others:
    Zoho Analytics: Setup DataSource via FTP Connection: File Types
  • Supports server types of FTP, FTPS - File Transfer over Explicit TLS/SSL, FTPS - File Transfer Over Implicit TLS/SSL, and SFTP - SSH File Transfer Protocol on a Port number of your choosing:
    Zoho Analytics: Setup DataSource via FTP Connection: Server Types
  • Set for new imports to append, replace, or check if exists then insert/replace:
    Zoho Analytics: Setup DataSource via FTP Connection: Append, Replace, Insert New
  • Schedule to repeat: Every X Hours, Every Day, Weekly, Monthly:
    Zoho Analytics: Setup DataSource via FTP Connection: Repeat
  • Schedule with Timezone specified (click on the "(Change)" link next to timezone:
    Zoho Analytics: Setup DataSource via FTP Connection: Change TimeZone

Error(s)
  • Unable to import file from the FTP server:
    Zoho Analytics: Setup DataSource via FTP Connection: Error Importing File
  • Unable to connect to the FTP server:
    Zoho Analytics: Setup DataSource via FTP Connection: Error Connecting to Server
Category: Zoho :: Article: 795

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