Phase 1 Scopes - Data Extraction

# Phase 1 Scopes - Data Extraction

> Scopes needed for initial database build. Focus: CRM, Books, SalesIQ, Connect, Desk, Mail, WorkDrive

## Copy-Paste Ready (Single Line)

```
ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.users.ALL,ZohoCRM.org.ALL,ZohoCRM.bulk.ALL,ZohoCRM.coql.READ,ZohoCRM.Files.READ,ZohoCRM.modules.notes.ALL,ZohoCRM.modules.attachments.all,ZohoBooks.fullaccess.all,SalesIQ.conversations.READ,SalesIQ.chattranscript.READ,SalesIQ.chatdetails.READ,SalesIQ.visitordetails.READ,SalesIQ.visitorhistoryviews.READ,SalesIQ.visitors.READ,SalesIQ.operators.READ,SalesIQ.departments.READ,SalesIQ.feedbacks.READ,SalesIQ.articles.READ,SalesIQ.faqs.READ,SalesIQ.bots.READ,Desk.tickets.ALL,Desk.contacts.ALL,Desk.activities.READ,Desk.articles.READ,Desk.settings.READ,Desk.search.READ,Desk.basic.READ,Desk.feeds.READ,ZohoMail.messages.ALL,ZohoMail.folders.ALL,ZohoMail.accounts.READ,ZohoMail.tags.READ,ZohoPulse.post.READ,ZohoPulse.feedList.READ,ZohoPulse.grouplist.READ,ZohoPulse.networklist.READ,ZohoPulse.files.READ,ZohoPulse.blogs.READ,WorkDrive.files.READ,WorkDrive.teamfolders.READ,WorkDrive.team.READ,WorkDrive.organization.READ,WorkDrive.libraries.READ
```

## Breakdown by App

### Zoho CRM (Full access for extraction)
- `ZohoCRM.modules.ALL` - All modules (leads, deals, contacts, accounts, etc.)
- `ZohoCRM.settings.ALL` - Settings, fields, layouts
- `ZohoCRM.users.ALL` - User data
- `ZohoCRM.org.ALL` - Organization info
- `ZohoCRM.bulk.ALL` - Bulk operations for large exports
- `ZohoCRM.coql.READ` - Query language for complex queries
- `ZohoCRM.Files.READ` - Attachments
- `ZohoCRM.modules.notes.ALL` - Notes on records
- `ZohoCRM.modules.attachments.all` - File attachments

### Zoho Books (Full access)
- `ZohoBooks.fullaccess.all` - Everything: invoices, payments, contacts, estimates, etc.

### Zoho SalesIQ (Read for extraction)
- `SalesIQ.conversations.READ` - Chat conversations
- `SalesIQ.chattranscript.READ` - Full transcripts
- `SalesIQ.chatdetails.READ` - Chat metadata
- `SalesIQ.visitordetails.READ` - Visitor info
- `SalesIQ.visitorhistoryviews.READ` - Visitor history
- `SalesIQ.visitors.READ` - Visitor list
- `SalesIQ.operators.READ` - Agent data
- `SalesIQ.departments.READ` - Department structure
- `SalesIQ.feedbacks.READ` - Customer feedback
- `SalesIQ.articles.READ` - KB articles
- `SalesIQ.faqs.READ` - FAQs
- `SalesIQ.bots.READ` - Existing bot configs

### Zoho Desk (Full tickets, read others)
- `Desk.tickets.ALL` - All ticket operations
- `Desk.contacts.ALL` - Contact management
- `Desk.activities.READ` - Activities/tasks/calls
- `Desk.articles.READ` - KB articles
- `Desk.settings.READ` - Settings
- `Desk.search.READ` - Search functionality
- `Desk.basic.READ` - Basic info
- `Desk.feeds.READ` - Activity feeds

### Zoho Mail (Full messages access)
- `ZohoMail.messages.ALL` - Read all emails
- `ZohoMail.folders.ALL` - Folder access
- `ZohoMail.accounts.READ` - Account info
- `ZohoMail.tags.READ` - Email tags

### Zoho Connect / ZohoPulse (Read internal comms)
- `ZohoPulse.post.READ` - Posts/updates
- `ZohoPulse.feedList.READ` - Feeds
- `ZohoPulse.grouplist.READ` - Groups
- `ZohoPulse.networklist.READ` - Networks
- `ZohoPulse.files.READ` - Shared files
- `ZohoPulse.blogs.READ` - Internal blogs

### Zoho WorkDrive (Read files)
- `WorkDrive.files.READ` - File access
- `WorkDrive.teamfolders.READ` - Team folders
- `WorkDrive.team.READ` - Team info
- `WorkDrive.organization.READ` - Org structure
- `WorkDrive.libraries.READ` - Libraries

---

## Future Phases (Save for Later)

### Phase 2: Zoho Learn (KB Creation)
```
ZohoLearn.article.ALL,ZohoLearn.manual.ALL,ZohoLearn.space.ALL,ZohoLearn.attachment.CREATE,ZohoLearn.network.READ
```

### Phase 3: Zoho Analytics (Dashboards)
```
ZohoAnalytics.fullaccess.all
```

### Phase 4: Bot Deployment (Write Access)
```
SalesIQ.conversations.ALL,SalesIQ.integrations.ALL,SalesIQ.bots.READ,Desk.tickets.CREATE,Desk.tickets.UPDATE
```

---

*Data center: .ca (Canada)*
*Created: 2026-02-12*