Manage Zoho CRM Data in DBArtisan as a JDBC Source

The CData JDBC Driver for Zoho CRM seamlessly integrates Zoho CRM data into database management tools like DBArtisan by enabling you to access Zoho CRM data as a database. This article shows how to create a JDBC source for Zoho CRM in DBArtisan. You can then edit data visually and execute standard SQL.

Integrate Zoho CRM Data into DBArtisan Projects

Follow the steps below to register Zoho CRM data as a database instance in your project:

1. In DBArtisan, click Data Source -> Register Datasource.
2. Select Generic JDBC.
3. Click Manage.
4. In the resulting dialog, click New. Enter a name for the driver and click Add. In the resulting dialog, navigate to the driver JAR. The driver JAR is located in the lib subfolder of the installation directory.
5. In the Connection URL box, enter credentials and other required connection properties in the JDBC URL.

   The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.zohocrm.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   Below is a typical connection string:

   jdbc:zohocrm:InitiateOAuth=GETANDREFRESH
6. Finish the wizard to connect to Zoho CRM data. Zoho CRM entities are displayed in the Datasource Explorer.

You can now work with Zoho CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Zoho CRM API.