In Zoho CRM, fetching data from a custom module can be a valuable way to access and analyze specific information within your CRM account. Here's how to go about it:
What is Data Fetching?
What is Data Fetching?
Data fetching is the process of extracting data from a source and bringing it into your CRM system. This can be accomplished in a number of ways, including using APIs or manually importing data. In the case of Zoho CRM, the system offers built-in data fetching capabilities that may be utilized to import data from external sources.
How to Create a Custom Module
How to Create a Custom Module
Adding a new module to Zoho CRM is a straightforward process. Begin by logging into your Zoho CRM account and going to the "Modules" area. You can then begin the process by clicking the "Create" button. You will be invited to give your new module a name and to select the type of module you wish to create. Your new custom module will be generated once you have finished these steps.
Retrieving Data as a report from Custom Modules in Zoho CRM
Retrieving Data as a report from Custom Modules in Zoho CRM
- Go to the "Modules" tab in your Zoho CRM account.
- Choose the custom module from which you wish to retrieve data.
- In the top right corner of the page, click the "Advanced Search" button.
- You can utilize the various filters in the "Advanced Search" window to select the criteria for the data you wish to get. You can, for example, provide certain date ranges, record ownership, or field values.
- After you've defined your search parameters, click the "Search" button to retrieve the entries that match.
- The matching records will be presented at the bottom of the page in the "Results" section.
- Then, in the "Results" area, you can export the data, inspect individual entries, or conduct other activities.
Retrieving Data as a list from Custom Modules in Zoho CRM
- range = 20;
- // 20 is the number of times the loop will run, you will need to give an appropriate number.
- val = leftpad("",range);
- //Insert 20 blank spaces.
- range_val = val.toList();
- loop_dec = 1;
- //loop_dec is the variable which will decide if the API call has to be executed or not
- fromindex = 0;
- toindex = 200;
- count = 0;
- productlist=list();
- for each element in range_val
- {
- if (loop_dec != 0)
- {
- crmresponse = zoho.crm.getRecords(("<Goods>"), fromindex, toindex);
- // In our example, Goods is the label name of Zoho CRM Custom Module from where the data has to be fetched
- for each element in crmresponse
- {
- productlist.add(element.get("product_name"));
- // Fetch the product_name and add it to the list called productlist
- }
- if (resp.size() != 0)
- {
- fromindex = (fromindex + 200);
- toindex = (toindex + 200);
- count = (count + resp.size());
- }
- else
- {
- loop_dec = 0;
- }
- }
- }
- input.Dropdown:ui.add(productlist);
Custom modules in Zoho CRM are a useful tool for tailoring the system to your specific needs. You can pull in data from external sources and use it to obtain useful insights into your organization by leveraging the built-in data fetching capabilities. You can get the most out of your Zoho CRM investment by creating custom modules and importing data into them.