When businesses operate across regions, it is common to have financial data stored in different Zoho Books data centers. While this ensures compliance with regional regulations, it often creates a challenge for unified reporting and analytics. The solution is to bring all this data together into Zoho Analytics, where you can prepare meaningful dashboards that drive decision-making.
In this post, we will walk through how Zoho RPA, Zoho Analytics Data Bridge, and scheduled syncs can be combined to make this possible.
The Challenge: Multiple Data Centers in Zoho Books
Organizations with a global presence often use Zoho Books across different data centers, such as the US, EU, or India. While this setup improves performance and compliance, it makes consolidated reporting complex. Without a unified view, finance and operations teams waste time manually exporting and combining reports.
The key is to automate the process of gathering this data and pushing it into Zoho Analytics for visualization.
Step 1: Export Data from Zoho Books Using Zoho RPA
Zoho Robotic Process Automation (RPA) acts as the connector between multiple Zoho Books accounts. By setting up automation flows, you can extract financial data from each data center and export it to a central file system.
This eliminates repetitive manual tasks, ensures accuracy, and makes sure data from different regions is always available in one place.
Step 2: Use Zoho Analytics Data Bridge for Scheduled Sync
Once the data is in the file system, Zoho Analytics Data Bridge becomes the bridge to your dashboards. It allows you to configure the file system as a data source and set up scheduled syncs.
This means your dashboards are updated automatically, ensuring stakeholders always have access to the latest numbers without waiting for manual uploads.
Step 3: Build Dashboards and Pipelines in Zoho Analytics
With data flowing seamlessly into Zoho Analytics, you can now create data pipelines to clean, prepare, and structure the information. From there, you can build dashboards that combine metrics from multiple regions into a single unified view.
Finance leaders, operations managers, and executives can finally track KPIs across geographies without switching between accounts.
Benefits of This Approach
Unified view of financials: Bring together data from multiple Zoho Books data centers.
Automation with Zoho RPA: Reduce manual effort and avoid errors.
Timely insights: Keep dashboards updated with scheduled syncs.
Scalable solution: Easily extendable as your business expands to more regions.
Final Thoughts
By combining Zoho RPA, Zoho Analytics Data Bridge, and scheduled syncs, businesses can overcome the challenge of fragmented financial data across different data centers. The result is a powerful, automated analytics setup that delivers accurate insights for better decisions.
If your organization is looking to unify financial reporting, this approach offers both flexibility and scalability while keeping your Zoho ecosystem tightly integrated.
