QuickBooks Advanced Analytics

QuickBooks Advanced Analytics

Analytics Plus Advanced Analytics for QuickBooks Online empowers you with financial analytical capabilities over your QuickBooks Online data. With this connector you can create insightful reports & dashboards over your QuickBooks data for indepth financial analysis.

General

  1. What is Analytics Plus?
  2. What is QuickBooks Advanced Analytics connector?
  3. What do I get when I subscribe to this connector?

Setup

  1. How do I setup the Connector for my QuickBooks account?
  2. How long should I wait for my QuickBooks company data to initially appear in Analytics Plus?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Analytics Plus?
  5. Can I edit the QuickBooks connector Synchronization setting?
  6. How do I disconnect my Quickbooks online connection with Analytics Plus?
  7. How do I reconnect my Analytics Plus workspace with Quick Books Online?
  8. Can I synchronize my QuickBooks company data instantly?
  9. How can I view the information about data synchronization between QuickBooks and Analytics Plus?
  10. What are the modules in QuickBooks on which I could create reports using this connector?
  11. How to create my own reports with this connector?
  12. Who has access to the reports I create?
  13. Can I setup the QuickBooks connector in any other existing workspace (or in any other analytics workspace) ?
  14. Can I import data from multiple QuickBooks companies?
  15. How can I import data from multiple QuickBooks companies?
  16. Can I setup the Connector in an account other than the one on which the trial is configured?
  17. Can I transfer my QuickBooks connector to another admin account?
  18. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Analytics Plus?
  2. Can I modify the default reports that have been created by the Analytics Plus connector? If so, how?
  3. How do I create reports using fields/columns across different modules?
  4. What are 'Formulas' in reports?
  5. What are the default formulas added by Analytics Plus, on setting up this connector?
  6. How do I create my own custom formulas in Analytics Plus?
  7. Can I add/modify data in the QuickBooks company data tables (modules) from within Analytics Plus?
  8. Can I add new columns to the QuickBooks company data tables (modules) from within Analytics Plus?
  9. Can I add new data tables in this workspace to create reports & dashboards?
  10. Can I combine data from other sources with the data from QuickBooks to create reports and dashboards?
  11. Can I join data from multiple tables to create reports?
  12. What are Query Tables?

Users, Sharing & Collaboration

  1. How do I share the reports in Analytics Plus with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. Why can't other users edit the reports that I have shared to them?
  5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  6. Can I export a report/dashboard?
  7. How can I print the reports & dashboards created in Analytics Plus?
  8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?
  9. How do I embed my reports in my intranet, blog or presentation?

Cross-Functional Analytics with Popular Business Applications

  1. What are the popular business applications that I can integrate QuickBooks Online with?
  2. How can I analyze the data from the business applications along with QuickBooks Online?
  3. Will a relationship (lookup) be created between QuickBooks Online and the third party applications that I integrate it with?

Help & Support

  1. How do I get technical support on Analytics Plus connector?
  2. Can I have someone from Analytics Plus do a demo of this connector for me?

General

1. What is Analytics Plus?

ManageEngine Analytics Plus is an on-premises reporting and business intelligence service that helps you to easily analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

Import data from different sources: 

Ease of use:

  • ‌Drag and drop report building capability with an user-friendly interface.
  • Little or no technical expertise needed.
  • Auto analysis feature builds charts and dashboards for any type of data.

Powerful visualizations:

  • Turns your table data into visualizations.
  • Auto-selects the right type of chart based on data type.
  • More than 30 types of charts to represent your data.

Intuitive dashboards:

Custom functions:

  • Built in formula engine that lets you choose from a wide range of mathematical and statistical functions. 
  • Use custom formulas or aggregate formulas to derive new columns.

Sharing and Collaboration:

Exporting data:

Out-of-the-box Integrations:

Also, check out our Getting Started Video.

2. What is QuickBooks Advanced Analytics connector?

QuickBooks Advanced Analytics Connector enables you to import your QuickBooks Online data into Analytics Plus for advanced reporting and analysis. This connector brings in all the capabilities of Analytics Plus described above to QuickBooks users. 

  • A full-featured business intelligence (BI) and reporting tool that can slice & dice your Dynamics CRM data to create any report/dashboard you require.
  • Over 100+ handpicked reports/dashboards that anyone using Microsoft Dynamics CRM will find great value in.
  • Create your own reports and dashboards based on not only your Dynamics CRM data but also from other data sources and integrations
  • Share reports and dashboards with your colleagues.
  • Schedule and email your reports whenever you want.
  • Export your reports as PDF, HTML, Excel, CSV and image files.
  • Embed your reports on websites, blogs etc.

3. What do I get when I subscribe to this Connector?

As a QuickBooks Online users, subscribing to this connector brings you immense benefits. You get to look at your data in QuickBooks in ways you haven't before. Using this Analytics Plus connector enables you to do a powerful analysis of your QuickBooks Online data and create insightful reports & dashboards. You can create reports like Bills Trend by Count, Outstanding Revenue details, Purchase Order funnel and much more with ease.

Analytics Plus drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your QuickBooks data with no IT help or technical knowledge and share them to your colleagues.

 

Setup

1. How do I setup the Connector for my QuickBooks account?

Also refer:

2. How long should I wait for my QuickBooks company data to initially appear in Analytics Plus?

After configuring this connector, you might have to wait sometime for the initial data fetch to happen. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your QuickBooks company data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Analytics Plus team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:

  • Open the workspace in which you have setup the connector. 
  • Select Data Sources from the side panel, and if multiple connectors are configured in the workspace, select QuickBooks from the options listed.
  • In the Data Sources tab that appears click the Retry Now link. 
  • If the issue persists please do write to analyticsplus-support@manageengine.com​. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between QuickBooks and Analytics Plus, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures. 

4. How frequently can I synchronize my data with Analytics Plus?

You can choose to synchronize your data at the hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours

5. Can I edit the QuickBooks connector Synchronization setting?

Yes, you can edit the QuickBooks connector synchronization setting if you are the administrator of the Analytics Plus account. 

To do so,

  • Open the QuickBooks Advanced Analytics workspace.
  • Select Data Sources from the side panel, and if multiple connectors are configured in the workspace, select QuickBooks from the options listed.
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. How do I disconnect my Quickbooks Online connection from Analytics Plus?

You can disconnect your Quickbooks connection from within Analytics Plus as well as QuickBooks Online.

From Analytics Plus

  • Open the QuickBooks Advanced Analytics workspace.
  • Select Data Sources from the side panel, and if multiple connectors are configured in the workspace, select QuickBooks from the options listed.
  • In the Data Sources tab that opens, click the Edit Setup link.
  • Click the Disconnect link.

From QuickBooks Online:

  • Log into your QuickBooks Online account.
  • Click Apps.
  • Click the Disconnect link below Analytics Plus.

7. How do I reconnect my Analytics Plus workspace with Quick Books Online?

  • Open the QuickBooks Advanced Analytics workspace.
  • Select Data Sources from the side panel, and if multiple connectors are configured in the workspace, select QuickBooks from the options listed.
  • In the Data Sources tab that opens, click the Edit Setup link.
  • Click Re-Authenticate and reauthorize data sharing between QuickBooks Online and Analytics Plus.

8. Can I synchronize my QuickBooks company data instantly?

Yes, you can synchronize your QuickBooks company data instantly when needed.

To synchronize your data instantly:

  • Login to your Analytics Plus account.
  • Open the corresponding workspace.
  • Select Data Sources from the side panel, and if multiple connectors are configured in the workspace, select QuickBooks from the options listed.
  • In the Data Sources tab that opens click Sync Now

  • QuickBooks company data will get instantly synchronized.

9. How can I view the information about data synchronization between QuickBooks and Analytics Plus?

You can view detailed information about the data synchronization that happens between QuickBooks and Analytics Plus by following the steps given below.

  1. Open the corresponding workspace in Analytics Plus.
  2. In the Explorer tab, click QuickBooks/Data Sources button. The Data Sources tab opens listing the below details.
  • Last Data Sync Status: The status of the last synchronization.
  • Last Data Sync Time: The time of the last synchronization.
  • Schedule: The interval in which the import is scheduled.
  • Next Schedule Time: The time of the next schedule.
  • Time Zone: The timezone of the schedule.
  • Synchronizations Done: Number of synchronizations done in that particular day.

10. What are the modules in QuickBooks on which I could create reports using this connector?

Data from the following modules in QuickBooks will get synchronized with Analytics Plus.

  • Accounts
  • Bill, Bill Item, Bill Payment
  • Budgets
  • Classes
  • Customers
  • CreditMemo, CreditMemo Item
  • Departments 
  • Employee
  • Estimates, Estimate Item
  • Expenses, Expense Item
  • Invoice, Invoice Item, Invoice Payment
  • Items
  • Purchaseorder, Purchaseorder Item
  • RefundReceipts, RefundReceipt Item
  • SalesReceipts, SalesReceipt Item
  • Tax Code, Tax Agency, Tax Rate
  • Time Activity
  • Vendor, Vendor Credit, Vendor Credit Item 

11. How to create my own reports with this connector?

You can easily create your own reports using the drag & drop designer of Analytics Plus.

To do so, refer the following content:

Note
  • To create your own reports using this connector, you need to either be the administrator or the workspace owner.

12. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Analytics Plus. Refer the How to Share Reports & Dashboards question.

13. Can I setup the QuickBooks connector in any other existing workspaces or in any other analytics workspace?

Yes, you can setup the QuickBooks connector in any of the existing workspaces or in any of the advanced analytics workspace to analyze data together. To do this,

  • Open the reporting workspace into which you wish to import your QuickBooks data
  • Click the Import Data button in the Explorer tab or select Create > New Table/Import Data.
  • In the Import Your Data tab that opens, select Import from QuickBooks.
  • In the Import from QuickBooks dialog that opens, select the company you wish to import.
  • Select the modules that needs to be imported into Analytics Plus.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your QuickBooks data will be imported into your workspace . Refer this question for details.

14. Can I import data from multiple QuickBooks Companies?

Yes, you can configure multiple QuickBooks setups if you have subscribed for a paid plan.

15. How can I import data from multiple QuickBooks companies?

You can configure multiple QuickBooks setups if you have subscribed for a paid plan. You can choose to import multiple organizations into the same workspace or into different workspace.

If you wish to import the data in an individual workspace refer this question.  

To import data from multiple companies into the same workspace ,

  • Open the workspace in which you have setup the connector
  • Click the Import Data button in the Explorer tab or Select Create > New Table/Import Data.
  • In the Import Your Data window that opens, select Import from QuickBooks.
  • In the Import from QuickBooks dialog that opens, select the organization that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

16. Can I setup the Connector in an account other than the one on which the trial is configured?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to a free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector. 

However, you will not be able to use trial the tool again. Also, if you have setup the trial in a different account, you will have to delete that connection from your QuickBooks Online account. 

17. Can I transfer my QuickBooks connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to analyticsplus-support@manageengine.com and we will do this for you.

18. How can I remove the setup?

To remove the setup,

  • Log in to your Analytics Plus account.
  • Open the corresponding workspace.
  • Select Data Sources from the side panel, and if multiple connectors are configured in the workspace, select QuickBooks from the options listed.
  • In the Data Sources tab that opens, click the Settings icon and select Remove Data Source as shown in the snapshot. 

Reporting Features

1. What are the report types supported by Analytics Plus?

Analytics Plus supports a wide variety of reports.

  • Charts - Pie, ring, bar, stacked bar, stacked area, scatter, line, bubble, packed bubble, heat map, combination, area, funnel, web and map charts are the different types of charts available. 
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)

2. Can I modify the default reports that have been created by this connector? If so, how?

You can modify the default reports, if you are the Administrator or a Workspace Admin of the Analytics Plus account in which the Connector is configured. To modify the reports, click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking the Save As icon. Now you can edit this new copied report.

3. How do I create reports using fields/columns across different modules?

Columns from across different Quickbooks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns. 

4. What are 'Formulas' in reports?

Formulas are calculations that you could define using the powerful formula engine in Analytics Plus to help create required reports. Refer Adding Formulas in Analytics Plus to know more.

 5. What are the default formulas added by Analytics Plus, on setting up this connector?

You can also add your own formulas to derive your own calculations. Refer the Adding Formulas in Analytics Plus help page. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas.

The below table lists all the default formulas that will be created in the Bills table.

Formula NameFormulaFormula TypeDescription
Balance In Base Currency"Balance"/"Exchange Rate"CustomDisplays the grand total in base currency
AP Agedatediff( currentdate( ),"Due Date")CustomDisplays the number of days delayed (from due date)
Days Remainingif(datediff( currentdate( ),"Due Date") >0, concat( 'Past ',datediff( currentdate( ),"Due Date"),' Days' ) ,datediff( "Due Date",currentdate( )) )CustomDisplays the number of days until due date.
Bill Balance Statusif(datediff( currentdate( ),"Due Date") >0, 'Overdue','Due')CustomDisplays if the balance bill amount is in due or overdue.
Statusif("Balance In Base Currency"=0,'Paid','Pending')CustomDisplays the status of the bill.

The below table lists all the default formulas that will be created in the Expense table.

Formula NameFormulaFormula TypeDescription
Total Expensecount("Expenses"."Expense ID")AggregateThe total expense incured

The below table lists all the default formulas that will be created in the Estimates table.

Formula NameFormulaFormula TypeDescription
Invoiced Estimatescountif(isnull("Estimates"."Invoice ID"),0,"Estimate"."Estimate ID")AggregateEstimate of the bill
Rejected Estimatescountif("Estimates"."Status"='Rejected',"Estimate"."Estimate ID",0)AggregateEstimates of invoices that were declined

The below table lists all the default formulas that will be created in the Expense Line Items table.

Formula NameFormulaFormula TypeDescription
Billable expensesumif("Expense Line Items"."Billable Status"='BILLABLE',"Expense Line Items"."Amount",0)AggregateResources that can be billed to clients.
Nonbillable expensesumif("Expense Line Items"."Billable Status"='NOT_BILLABLE',"Expense Line Items"."Amount",0)AggregateResources that cannot be billed to clients.

The below table lists all the default formulas that will be created in the Invoices table.

Formula NameFormulaFormula TypeDescription
Statusif("Balance"=0,'Paid','Payable')CustomProvides the status of the invoice.
Balance In Base Currency"Balance"/"Exchange Rate"CustomDisplays the balance in base currency.
AR Age In Daysdatediff( currentdate( ),"Due Date")CustomNumber of days it takes for an Invoice to be closed
AR Balance Dueif(datediff( currentdate( ),"Due Date") >0, 'Overdue','Due')CustomDisplays the due in account receivables.
Days Remainingif(datediff( currentdate( ),"Due Date") >0, concat( 'Past ',datediff( currentdate( ),"Due Date"),' Days' ) ,datediff( "Due Date",currentdate( )) )CustomDisplays the days remaining until due date. 
Age Tierif( "AR Age in Days" >= 0, if( "AR Age in Days" <= 20, '1. 0 - 30 days', if( "AR Age in Days" <= 60, '2. 31 - 60 days', if( "AR Age in Days" <= 90, '3. 61 - 90 days', if( "AR Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid')CustomClassifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Overdue ARsumif(datediff(currentdate(),"Invoices"."Due Date"),"Invoices"."Balance",0)AggregateDisplays the overdue.
AR Balance in Duesum("Invoices"."Balance")-"Invoices"."Overdue AR"AggregateDisplays the average receivable due in balance.

The below table lists all the default formulas that will be created in the Invoice Line Item table.

Formula NameFormulaFormula TypeDescription
Avg Costavg("Invoice Line Items"."Amount")AggregateProvides the average cost of an item.
Revenue Till Datesum("Invoice Line Items"."Amount")AggregateProvides the amount of revenue generated till date by the item
COGS (Cost Of Goods Sold)sum(if("Invoices"."Status"='Paid',"Items"."Purchase Cost"*"Invoice Line Items"."Quantity",NULL))AggregateDisplays the total cost of the goods sold.
Sales Valuesum(if("Invoices"."Status"='Paid',"Invoice Line Items"."Amount",NULL))AggregateThe amount of money received after sales.
Projected Profit"Invoice Line Items"."Sales Value"-"Invoice Line Items"."COGS (Cost Of Goods Sold)"AggregateDisplays theestimated profit.
Profit %("Invoice Line Items"."Projected Profit"/"Invoice Line Items"."Sales Value")*100AggregateDisplays profit in percentage.

The below table lists all the default formulas that will be created in the Itemstable.

Formula NameFormulaFormula TypeDescription
Cost of Stocks in hand"Purchase Cost"*"Quantity On Hand"CustomDisplays the cost of the available stocks.

The below table lists all the default formulas that will be created in the Purchase order table.

Formula NameFormulaFormula TypeDescription
Total In Base Currency"Total"/"Exchange Rate"CustomDisplays the total balance in base currency.

The below table lists all the default formulas that will be created in the Vendor Credits table.

Formula NameFormulaFormula TypeDescription
Grand Total in Base Currency"Total"/"Exchange Rate"CustomDisplays the grand total in base currency.

6. How do I create my own custom formulas in Analytics Plus?

Refer the Custom formula help document in Analytics Plus.

7. Can I add/modify data in the QuickBooks company data tables in Analytics Plus?

No, you cannot add modify data in QuickBooks company data tables. Data from QuickBooks modules gets automatically synched into Analytics Plus in different tables (one table for one module). You cannot edit any of this data or add new data records from within Analytics Plus.

However you can add new tables and add/import data into that, to create reports combining it with the data from QuickBooks.

8. Can I add new columns to the QuickBooks company data tables in Analytics Plus?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

9. Can I add new data tables in this workspace to create reports & dashboards?

Yes, you can add new data tables. Select Create > New Table / Import Data from the side panel to add a new table into the existing Dynamics CRM Workspace.

With this feature you can import data from other sources or add them manually into your workspace, and analyze and create reports by combining this data with your Dynamics CRM data.

Refer:

10. Can I combine data from other sources with the data from QuickBooks to create reports and dashboards?

Yes, you can combine data from your other sources with your QuickBooks data for analysis. 
To do this, you need to add/import a new data table into the QuickBooks workspace and then define a look-up to join it with the synchronized table from QuickBooks.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from QuickBooks along with the data from any other source.

  • Open the corresponding table, right-click the column header and select Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click Ok

Please do note that you can create Lookup only to columns in the tables that are not from the same data source. Click here to learn more. 

11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer Joining Tables in Analytics Plus for detailed help on this.

12. What are Query Tables?

Analytics Plus allows you to pull the data required by writing standard SQL SELET Queries. This feature is called Query tables, using which you can also combine data from different tables and create reports from the same. Click here to learn more.

Users, Sharing & Collaboration

1. How do I share the reports in Analytics Plus with my colleagues?

You can share the default reports provided in the Dynamics CRM connector and the reports you create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues, they will be able to access the reports. Click here to learn how to access these shared reports. 

2. Why are other members in my company not able to access the reports created?

When a QuickBooks Administrator configures the QuickBooks - Analytics Plus connector, the tables and reports will be available only to them, by default. The Administrator has to share the 'QuickBooks Advanced Analytics' workspace with other members of the company. Only then will the default reports be accessible by those members. 

Refer the Sharing and Collaboration help page for more details on this.

3. How can other members in my company create reports?

The QuickBooks Administrator who has setup the connector should share the tables present in 'QuickBooks Advanced Analytics' workspace with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer the Sharing and Collaboration help page.

Note
  • If you add a user as a Workspace Admin in the QuickBooks workspace created in Analytics Plus, the user will be able to access all the data & reports, create new reports and do any operation that you could do on the Workspace.

4. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited. 

5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the Variables and Apply Filter criteria help documents.

6. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click here to learn more.

7. How can I print the reports & dashboards created in Analytics Plus?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click here to learn more.

Note
  • If you are a user to whom a report has been shared and you want to print it, ensure you have been provided the Export permission by the Administrator to the report, only then will you be able to print the report.

8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?

If you are the Administrator of the Analytics Plus connector or a workspace admin, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section to learn more.

9. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Analytics Plus in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Analytics Plus offers integration with. 

2. How can I analyze the data from the other business applications along with QuickBooks Online?

To import data from business apps,

  • Open the workspace in which you have set up the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from QuickBooks Online and other third-party application be created automatically?

No, a lookup relationship will not be created between the QuickBooks Online modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/onprem-reports/help/table/joining-tables.html

Help & Support

1. How do I get technical support on Analytics Plus connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to analyticsplus-support@manageengine.com.

You can also reach us on our toll-free numbers:

  • United States: +1 408 454 4202
  • India: +91-44-46447058 Extn: 6222

2. Can I have someone from Analytics Plus do a Demo of this connector for me?

Yes, certainly. Register for a demo in this page.e.

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