Zoho Installation Guide

Do you want live Sales reports on the move? Zoho Analytics is a powerful tool for creating bespoke reports accessible from your phone, tablet or computer. With Zoho Analytics, along with your Clarity Go data, you can create data visualisations and insightful dashboards based on your customers, quotes, jobs and invoices. It is quick and easy to set up, and once set up there is plenty of help from Zoho Analytics on setting up your reports. Follow this guide to get set up with Zoho Analytics in a just a few minutes.

You can create charts, pivot tables and dashboards based on the following data from your Clarity Go account:

  • Prospects and customers
  • Quotes and jobs
  • Invoices and credit notes

With this data you can perform analysis on:

  • Sales person
  • Estimator
  • Customer spend
  • Customer business type
  • Order reason
  • Reject reason
  • Job type
  • Quote status
  • Quoted date
  • Confirmed date
  • Production status (for Pro/Enterprise users)

You will need:

  • A Clarity Go account
  • A Zoho Analytics account

If you don't have a Clarity Go account, you can sign up for one here:

Begin your free trial

If you don't have a Zoho Analytics account, you can sign up for one here

Your Zoho account must have adequate capacity for your Clarity Go data. You can choose the amount of data you want to sync when you set up the integration. Zoho Analytics provide 10,000 records of data for free. For more information on other tariffs, see here

Once you've set up the integration, log in to your Zoho Analytics account. You will now see the following tables of data:

Zoho integration
  • businessTypes: The business types you have set up in Clarity Go
  • companies: All your prospects and customers
  • contacts: All your home contacts
  • invoices: All your invoices and credit notes within the date range you specified when setting up integration
  • jobTypes: The job types you have set up in Clarity Go
  • orderReasons: The job confirmation reasons you have set up in Clarity Go
  • quotes: All your quotes and jobs within the date range you specified when setting up integration
  • rejectReasons: The job rejection reasons you have set up in Clarity Go

NOTE: Do not attempt to modify these tables in any way as this could prevent your integration with Zoho Analytics from working correctly.

There are a few steps you should take to ensure your data is presented correctly. Unfortunately, this setup cannot be done by Clarity Go at this time, but we'll talk you through these simple steps.

Configure your currency

Currency data in your Zoho tables is always expressed in your home currency. This ensures you can summarise this data. By configuring your currency in Zoho, this information will appear correctly on your reports and charts.

  1. In your Zoho account, click into the quotes table. You should see something like this:
    Zoho integration
  2. Right-click anywhere on the totalPrice column, and select Change Data Type
  3. Check that it is set to Currency
    Zoho integration
  4. Right-click on the column again and select Format Column
  5. Change the Currency Symbol to match your home currency in Clarity Go
    Zoho integration
  6. Repeat this exercise for the following columns:
    • totalTax
    • grossValue
    • totalCost
  7. Now click Explorer in the left-hand panel to go back to your workspace
  8. Repeat steps 1-7 for the following columns in the invoices table:
    • totalPrice
    • totalTax

Here we will talk you through creating a chart which displays Confirmed Sales by Month and Salesperson. Here's what it might look like:

Zoho integration
  1. Click Create, and then Chart View to create a new chart
  2. The first step is to choose what data to base your chart on. Here, we will choose the quotes table
    Zoho integration
  3. The next steps is to configure the chart axes. For this chart we will show total price on the Y axis, and confirmed date on the X axis.
  4. To configure this, drag the confirmedDate column from the table into the X-Axis, and the totalPrice column from the table into the Y-Axis
    Zoho integration
  5. To ensure we get the X axis that we want, in the confirmedDate on the X-Axis, choose Month & Year
    Zoho integration
  6. To restrict our chart to a specific time period, select Filters, and drag the confirmedDate field into the list
  7. Now select Month and select the three most recent months
    Zoho integration
  8. Click Generate and then select the bar chart at the top. Here's what we have so far:
    Zoho integration It's nice, but we haven't got sales person in there yet. Let's sort that out.
  9. To bring in the sales person, we need to include the contacts table. Click Include Tables at the bottom, then select the contacts table
  10. We now need to tell the chart how to join these two tables together. We will leave the the id column on the left, but select the quotes.salesPersonId column on the right
    Zoho integration
    This tells the chart that we want to choose the home contact for the sales person of the quote.#
  11. Click OK and the contacts table will become available on our chart
  12. Now click back to Graph and drag the fullname column from the contacts table into the Color field. This tells the chart to create different colours for each sales person.
    Zoho integration
  13. If you want to restrict your chart to a specific team of people, you can do this by filtering the sales person. Click into Filters and drag the fullname column from the contacts table into the list, then pick the people you want to show on your chart.
    Zoho integration
  14. Click Generate, et voila!
    Zoho integration
  15. Now just click Save and give your chart a name