Pulling CDRs into Zoho Analytics - 14IP

Pulling CDRs into Zoho Analytics

Setup Zoho Analytics with Clearly Cloud

  1. Login to Zoho Analytics

  2. Choose your Workspace

  3. Choose Data Sources in the left hand menu

  6. Choose Add Data Sources in the top right corner

  9. Choose Feeds/URLs

  12. This brings you to a page asking for some information, fill it out like the example below:

    1. Table Name: [enter whatever you would like], we are going to use the Location ID from Clearly Cloud for our example of 934594879

    2. Description: [enter whatever you would like]

    3. File Type: JSON

    4. URL: https://w.clearlyip.cloud/api/v1/cdrs (Replace w.clearlyip.cloud with the URL if you are on a different main domain)

    5. Parameters

      1. Method: Get

      2. end_date: Current Date & Time

      3. start_date: Last Synced Date & Time

      4. limit: 999

      5. start: 0

    6. Authentication Type: OAuth2

    7. Grant Type: Authorization Code

  13. At this point, open a new tab and login to w.clearlyip.cloud as the client and go to the menu Option API > OAuth Applications

  16. Click New Application

  18. Type in a Name for the application (eg. Zoho Analytics CDR Sync)

  21. Get the Callback URL from Zoho Analytics and enter it into the spot for Redirect URI

  25. Click Submit

  28. You will now see confirmation page in Clearly Cloud. Do not close this page as we will need info from here to provide back to Zoho Analytics

  30. Continue back in Zoho Analytics

    1. Client ID: [this comes from Clearly Cloud – Application UID]

    2. Client Secret: [this comes from Clearly Cloud – Secret]

    3. Authorization URL: https://w.clearlyip.cloud/api/oauth/authorize

    4. Access Token URL: https://w.clearlyip.cloud/api/oauth/token

    5. Send client credentials in: Basic Authentication Header

    6. Click the Authenticate button

  31. A popup will open that you need to press the "Authorize" button on.

  34. After successful Authentication, Click Next

  36. Press "Create" on Step 2 as shown below.

  38. It will now import some records

  40. Choose the following for

    1. How do you want to import? Add records and replace if already exists

    2. Select the columns to match existing records: cdr.id

    3. Set schedule to have it auto pull CDRs every hour

    4. Check the box next to Import any new columns added subsequently in the Data URL

    5. Click Save