The Advanced Analytics connector for greytHR simplifies the integration of your email marketing and automation data, delivering rich insights into campaign performance, deliverability, subscriber engagement, and sender reputation. By consolidating metrics such as delivery rates, opens, clicks, bounces, and spam complaints into interactive dashboards and reports, marketing and operations teams can monitor the health and effectiveness of their email program in real time.
- Setting up the Integration
- Handling Data Synchronization Failure
- Managing Data Sources
- Data Modeling & Preparation
- How can you visualize and analyze greytHR data?
- Sharing & Collaboration
- Help & Support
Setting up the Integration
A user with administrator privileges (Account Admin and Organization Admin) can configure the integration.
Prerequisites
Before setting up the connector in Zoho Analytics, copy the Username and Password from your greytHR account:
- Open your greytHR account. Click the Settings icon at the top-right corner.
- Navigate to the Account Settings and select the API Users.
- Click Create API User.
- Enter a Username and select the following mandatory roles:
- Employee API read access
- Employee API
- Leave API
- Attendance API
- User API
- Employee Asset API access
- Click Next, and copy the Username and Password from the confirmation screen.
Import your greytHR data into Zoho Analytics
Follow the below steps to import your greytHR data into Zoho Analytics seamlessly:
- On the Zoho Analytics home page, click Import Your Data.
- Navigate to the Human Resources tab and select greytHR from the available data sources.
- In the Step 1: Import From greytHR dialog, enter the Workspace Name and Workspace Description (optional).
- Enter the Site Address, Username and Password you copied from your greytHR account.
- Click Authenticate greytHR to validate.
- In the Step 2: Import From greytHR dialog, select the Modules and Fields you want to analyze.
- Choose the preferred Cleanup option which specifies the duration after which your data will be cleaned up.
- From the How Often section, choose the interval in which the data should be synced. Refer to the Data Sync Frequency section to learn more.
- Click Create. Import will be initiated.
Note:
- The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent once the initial fetch is complete.
- The setup process can sometimes fail for a variety of reasons. In this case, we request you to access the Data Sources tab and click the Retry link to import again. If the issue persists, write to us at support@zohoanalytics.com.
Modules & Fields
The below table lists the modules and fields that will be synced to Zoho Analytics.
| Module | Fields |
|---|---|
| Employees | Employee Id, Name, First Name, Middle Name, Last Name, Email, Employee No, Date Of Join, Leaving Date, Original Hire Date, Left org, Last Modified, Status, Date Of Birth, Gender, Probation Period, Personal Email, Personal Email2, Personal Email3, Mobile, Relevant Experience, Title, Designation, Years In Job, Years In Service, Prev Experience |
| Employee Profiles | Employee Id, Nick Name, Twitter, LinkedIn, Facebook, GooglePlus, Biography, Wish DOB |
| Employee Personals | Employee Id, Blood Group, Marital Status, Marriage Date, Spouse Birthday, Spouse Name, Actual DOB |
| Employee Work Details | Employee Id, Extension, Confirm Date, Last Promotion Date, Last Prev Employment, Notice Period, Probation Extended By, Extended Probation Days, Onboarding Status |
| Employee Separation Details | Employee Id, Retirement Date, Tentative Relieve Date, Exit Interview Date, Submitted Resignation, Tentative Leaving Date, Submission Date, Fit To Be Rehired, Final Settlement Date, Leaving Reason |
| Employee Statutory Details | Employee Id, Birth Place, Father Name, Mother Name, Nationality, Dispensary, Disabled, Expatriate, Exempted, Disability Type, Religion, Residential Status, Country Of Origin, Is Director |
| Employee Bank Details | Employee Id, Bank Account Number, Account Type, Bank Name, Bank Branch, Branch Code, Salary Payment Mode, DD Payable At, Name As Per Bank |
| Employee PF Details | Employee Id, PF Eligible, ESI Eligible, PF Number, PF Scheme, PF Join Date, Family Pf No, PF Kyc Linked On, PF Existing Member, UAN, ESI Number, Excess EPF Contribution, Excess EPS Contribution |
| Employee Address | Employee Id, Address1, Address2, Address3, City, State, Country, PIN, Phone1, Phone2, Extension No, Fax, Mobile, Email, Name, Address Type, companyId, recordId |
| Employee Assets | Id, Employee Id, Asset Type, Asset Details, Asset Id, Asset Value, Asset Status, Issued Date, Valid Till, Returned On, Remarks |
| Employee Qualification | Id, Employee Id, Qual Area, Qual Description, Qual Level, Qual Year, Qual Completion Year, Duration, Professional Qual, Years Taken, Institute, University, Grade, Current, Qual Subjects |
| Employee Leave Balance | Employee Id, Leave Type Category, Balance, OB, Grant, Availed, Applied, Lapsed, Deducted, Encashed |
| Employee Leave Details | Employee Id, Leave Id, Leave Type Category, Leave Transaction Type, From Date, To Date, Days, From Session, To Session, Remarks, Cancelled, Cancel Id, Posted Date, Reason |
| Employee Attendance Summary | Employee Id, Work Hours Average, actual Work Hours Average, In Time Average, Out Time Average, Work Hours Diff Average, Actual Work Hours Diff Average, Penalty Days, Late In Days, Early Out Days, Exception Days, A Days, R Days, Start Date, End Date |
| Employee Attendance Muster | Employee Id, Shift Id, Shift Name, First In Time, Last Out Time, Session1 Label, Session2 Label, Day Type, Is Overridden, Is Regularized, Code, Days, Total Work Hours, Actual Work Hrs, Last Processed, Scheme Name, Attendance Date, Status, Leave Code, On Leave |
| Transition Types | Id, Type |
| Pay Types | Id, Type |
| Banks | Id, Name |
| Status | Id, Value |
| Physically Challenged Types | Id, Type |
| Nationalities | Id, Name |
| Leave Type Categories | Id, Category, Category Code |
| Leave Transaction Types | Id, Type |
| Qualification Areas | Id, Name |
| Qualification Descriptions | Id, Name |
| Employee Org Tree | Employee Id, Org Tree |
| Departments | Id, Department |
| Locations | Id, Location |
| Companies | Id, Company |
| Leaving Reason | Id, Reason |
| Position Details | Id, Employee Id, Category, Category Description, Value, Value Description, From Date, To Date |
Data Sync Frequency
Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
- Daily (Basic plan and above)
Note: Only the daily sync option is available because the integration performs a full data fetch every time, and the greytHR APIs do not support fetching only updated or deleted records.
Handling Data Synchronization Failure
Data synchronization can fail if,
- Authentication to the greytHR account has expired or was revoked.
- The data type of a field is changed in the greytHR application.
- The Modules and Fields selected for analysis are deleted in the source application.
- The user who configured the integration no longer has permission to access the modules.
In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in-app notification with the exact reason for failure along with the solution.
To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.
Once you have made the changes, click the Sync now option to resume the data sync. If the issue persists, mail us at support@zohoanalytics.com.
Managing Data Sources
The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.
- Edit Setup: The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings,
Click Data Sources > Edit Setup.- The Edit Setup - greytHR dialog will open.
- Modify the settings as needed and click Save.
- Re-Authenticate: Re-authentication will be helpful when the API key or credentials are changed. In this case, the data sync will be paused, and the administrator who configured the connector must re-authenticate to resume the data sync.
To re-authenticate,- Click Data Sources > Re-Authenticate.
- The Re-Authenticate greytHR dialog will open. Enter the credentials and click Authenticate greytHR.
- Audit History: Use Audit History to review user actions and system events recorded for the greytHR data source. Learn more.
- Sync History: Use Sync History to review data sync activity for the last 45 days, including sync time, status, and failure details. Learn more.
- Data Source URL: Use the Data Source URL to open the Data Sources tab and view sync status, last sync time, and next scheduled sync. Learn more.
- Remove Data Source: Use Remove Data Source to stop sync and delete the greytHR tables, reports, and dashboards associated with the integration. Learn more.
Transferring greytHR Connector to Another Admin
If the user who configured the greytHR connector leaves the organization or hands over administration responsibilities, ownership of the connector can be transferred to another administrator. This ensures uninterrupted data sync and continued access to the workspace.
For detailed steps on transferring connector ownership, refer here.
Data Modeling & Preparation
Zoho Analytics lets you prepare and model your greytHR data for analysis. Join tables using lookup columns or query tables, create formulas, and clean or transform data as needed. For more context on data modeling and preparation, see Data Modeling & Preparation.
Formulas
Zoho Analytics provides a set of pre-built formulas along with the connector. To access these formulas, open your greytHR Advanced Analytics workspace, click Data from the side panel, and click Unified Metrics. This lists all the prebuilt formulas and other formulas available across the workspace.
You can also create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to Formulas (Calculations).
How can you visualize and analyze greytHR data?
Zoho Analytics allows you to create a wide range of visualizations to analyze greytHR data and gain actionable insights into your email program. You can build reports and dashboards to track delivery and bounce rates, monitor open and click engagement, analyze spam reports and unsubscribes, evaluate sender reputation, and measure overall email performance across campaigns and recipients.
- Zoho Analytics offers a wide range of visualization types to conduct your analysis. Refer to the Creating Reports section to learn more. The chart type primer lists all the viz types available in Zoho Analytics.
- With Predictive analytics, forecast future trends, detect anomalies, and segment data using Cluster analysis.
- Find the What, Why, and How behind any outcome with Zia Insights.
Sharing & Collaboration
- Use fine-grained permission control over your shared data and reports, while collaborating with your colleagues & friends.
- Efficiently collaborate with your users by setting up real-time commenting on a shared view.
- Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
- Export, email, and print reports in a variety of formats.
- Use Zoho Analytics mobile apps (optimized for both iOS and Android platforms) and access data, reports, and dashboards on the go.
Help & Support
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance, kindly do mail us your questions to support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060