Integrate Zoho Data with Snowflake for Useful Analytics and Activation

A Step-by-Step Guide

Zoho logo
Snowflake logo

Make the Most of Your Zoho Data in Snowflake

Zoho and Snowflake are a natural fit for data modeling, business intelligence and data activation – especially for retail brands interested in optimizing their overall business performance, acquisition and retention marketing programs, and merchandising and fulfillment operations decisions.

Zoho is a unique and powerful software suite to transform the way you work. Snowflake enables every organization to mobilize their data with Snowflake’s Data Cloud. Customers use the Data Cloud to discover and securely share data, power data applications, and execute diverse AI/ML and analytic workloads. Together, the software application and cloud data tooling provide business and data practitioners with an opportunity to analyze and optimize retail ERP, WMS, POS and carrier platforms to drive profitable growth.

Connect to Zoho

The first step toward useful, modeled Zoho data in Snowflake is to connect the source and destination systems. There are many legacy tools available in market that handle the ETL or ELT transfer of Zoho data to Snowflake, and there are emerging tools that accomplish this transfer while providing value-added services like local data logging, and semantic data labeling and mapping along the way – making Zoho data modeling, analytics and activation easier once the data is landed in Snowflake.

To connect to Zoho, follow these easy steps

  • Open SoundCommerce in any browser. Open the “Intelligent Pipeline” application from the top right navigation menu. Select “Sources” from the left navigation menu. Choose “Add New Source” from within the Sources pane to open the data source library.

  • Search or browse to find “Zoho” within the data source library.

  • Complete the “Connection Setup” form with your credentials and token to securely connect to Zoho and begin collecting source data.

Log Zoho Data for Flexible Modeling in Snowflake

There are a few more considerations to address along the way. First, what happens if Zoho is unavailable for some reason, or the data you’re expecting has been purged by Zoho? What happens when Zoho changes their API schemas and data scope? What happens if you need to reinterpret your Zoho data for a new use case in the future?

You’ll want your Zoho data immutably logged locally, just upstream of Snowflake to ensure you have the data and data flow flexibility you need to future-proof your Zoho data and models. SoundCommerce provides permanent logging of Zoho data upstream of Snowflake to ensure failover and future-proofing. Regardless of how you connect your Zoho and Snowflake data, you’ll want a data lake or event log in the middle to ensure data integrity and modeling flexibility.

Define and Label Zoho Data for Snowflake

As new technologies arise and best practices evolve, traditional integration tools like ETL and ELT data pipelines are giving way to intelligent pipelines that help prep data for Snowflake starting at ingest. Simply moving JSON from Zoho to Snowflake leaves all the work for your data team in Snowflake.

As you onboard your Zoho data into Snowflake, you’ll want to create semantic labels and metadata that describe the Zoho data for easier unification and modeling across other systems and data in Snowflake.

There are third-party solutions that will catalog your Zoho data and generate semantic labels and mappings after you’ve landed it in Snowflake. With SoundCommerce, the Zoho data is defined and labeled on its way into Snowflake instead, to avoid this costly rework later. You’ll end up with business-ready entities like orders, customers, products and campaigns, making it much easier to model your Zoho data in Snowflake.

Map Zoho Entities to Snowflake

Once the raw Zoho data has been organized into useful entities, it’s time to map the Zoho data into useful tables in Snowflake.

Why do defined and labeled entities from Zoho matter so much? The main reason is that Zoho data needs to be combined with data from other SaaS and on-premise software systems in useful ways. Landing raw Zoho data in Snowflake without this semantic understanding means data engineering and analyst teams must do all of the heavy lifting regarding the meaning of the Zoho data and the standardization of the meaning of that Zoho data from scratch in Snowflake.

Defining, labeling and mapping the Zoho data on the way in means much less effort once the data is landed in Snowflake.

Materialize Zoho Data in Snowflake

Next, you’ll establish a secure connection to Snowflake:

  • Select “Destinations” from the left navigation menu. Choose “Add New Destination” from within the Destinations pane to open the data destination library.

  • Complete the “Connection Setup” form to securely connect to Snowflake to establish a secure destination for your labeled, mapped and modeled data.

That’s it! You now have logged, labeled and mapped data from Zoho flowing securely to Snowflake.

Model Zoho Data in Snowflake

Once you have well-formed entities from Zoho onboarded to Snowflake, it’s time to build useful analytical and behavioral models on the Zoho data – and combine the Zoho data with data sets from other systems in Snowflake for more advanced, cross-dimensional analysis.

You can build your own analytical models on the Zoho data in Snowflake using languages like SQL and Python, organized into model libraries in tools like DBT or Coalesce. With SoundCommerce, you get prebuilt analytical models for Zoho running in Snowflake, with ready access to the model source code in DBT.

Host the Modeled Zoho Data in Snowflake for Analytics

Snowflake supports reporting and visualization through a wide variety of analytics tools including Sigma, Tableau, Looker, Power BI and Microstrategy to name a few. You can build your own dashboards, tabular views and graphs in any of these tools to reveal insights about Zoho in your Snowflake models. SoundCommerce provides pre-built embedded reports in Sigma to reduce the time, cost and risk of BI reporting of Zoho data out of Snowflake – so you can start making better decisions and taking better action as soon as you’ve connected Zoho to Snowflake.

Host the Modeled Zoho Data in Snowflake for Campaign and Customer Activation

Whether your marketing team uses Zoho for activation – or uses other tools and channels or both to take action on the data – you’ll want to be able to easily move your modeled Zoho data in Snowflake to your most important marketing applications.

If you’ve followed the steps above to properly onboard and model your Zoho data in Snowflake, it’s easy to use reverse ETL (rETL) tools like Census or Hightouch to orchestrate the data from there, or use SoundCommerce native orchestrations to push data into common channels and applications like Facebook, Instagram, TikTok, Braze, Klaviyo, Insider or Dynamic Yield to put the Zoho data in Snowflake to use!

Getting Your Zoho Data Defined, Labeled, Mapped and Modeled in Snowflake is Easy!

SoundCommerce can automate the steps necessary to bring Zoho data into Snowflake, addressing the key functions of raw Zoho data logging, Zoho semantic definitions and mappings, and pre-built Zoho data models that are analytics- and activation ready in Snowflake.

Contact us today to get started with Zoho in Snowflake!

Technical Resources for Integrating
Zoho Data with Snowflake

More information and technical specifications for data collection from Zoho is available at:

Zoho API Documentation

More information and technical specifications for data ingest into Snowflake is available at:

Snowflake API Documentation

Integrate and Model Zoho Data in Snowflake