Understanding Data Sources and Connections

Zoho Analytics data sources and connections are how spreadsheets, databases and third-party apps such as Zoho CRM or Google Analytics feed data into your workspace. Managing them well keeps your reports accurate and up to date.

Accessing the Data Sources page

1. Open your Zoho Analytics workspace.
2. From the left panel, click Data Sources.

This shows every data source connected to your workspace.

What you’ll see

For each data source, the page shows its name, the type of connection (for example Zoho CRM, Google Sheets or MySQL), import details such as frequency and last import time, the last synced time, and available actions such as edit, re-authenticate or delete.

Managing a data source

• Click Edit to update connection settings, the import schedule, or advanced options.
• Click Re-authenticate if a connection expires or fails, which is common for OAuth-based connections such as Google or Zoho apps.
• Click Delete and confirm to remove a data source. This also removes any data tables and reports associated with it.
• Click View Tables to see which tables are linked to a given source.

Scheduling or changing imports

1. Go to the Import Settings tab under a data source.
2. Set the frequency: hourly, daily, weekly or monthly.
3. Choose when the first import should start and your time zone preference.

Connecting a new data source

1. Click Create in your workspace.
2. Select Import Your Data.
3. Follow the prompts to complete the setup.