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Get the Report →Query, Visualize, and Share live Zoho Inventory Data in Redash
Use CData Connect Cloud to connect to live Zoho Inventory data in Redash for querying, visualizing, and sharing.
Redash is a collaboration tool that lets you query, visualize, and share your data. When paired with CData Connect Cloud, Redash gets access to live Zoho Inventory data. This article demonstrates how to connect to Zoho Inventory using Connect Cloud and work with live Zoho Inventory data in Redash.
CData Connect Cloud provides a pure SQL Server interface for Zoho Inventory, allowing you to query data from Zoho Inventory without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zoho Inventory, leveraging server-side processing to return the requested Zoho Inventory data quickly.
Configure Zoho Inventory Connectivity for Redash
Connectivity to Zoho Inventory from Redash is made possible through CData Connect Cloud. To work with Zoho Inventory data in Redash, we start by creating and configuring a Zoho Inventory connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Zoho Inventory" from the Add Connection panel
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Enter the necessary authentication properties to connect to Zoho Inventory.
In order to connect to Zoho Inventory, set the following connection properties:
- OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
- InitiateOAuth: set the to "GETANDREFRESH"
- AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)
The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.
- Click Create & Test
- Navigate to the Permissions tab in the Add Zoho Inventory Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connect to Zoho Inventory from Redash using Connect Cloud
To establish a connection from Redash to CData Connect Cloud using the SQL Server API, follow these steps.
- Log into Redash.
- Click the settings widget on the top right.
- Click New Data Source.
- Select Microsoft SQL Server as the Data Source Type.
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On the configuration tab, set the following properties:
- Database Name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Salesforce1).
- Server: enter the virtual SQL Server host name (tds.cdata.com)
- User: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Port: enter 14333
- Click Create.
- Click Test Connection to ensure that the connection is configured properly.
You can now work with live Zoho Inventory data in Redash.
Get CData Connect Cloud
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