PolyBase で外部データソースとしてZoho Books を連携利用





Zoho Books ODBC Driver

Zoho Books ODBC Driver を使って、ODBC 接続をサポートするあらゆるアプリケーション・ツールからZoho Books にデータ連携。

Zoho Books データにデータベースと同感覚でアクセスして、Zoho Books のAccounts、Bills、Journals、Taxes に使い慣れたODBC インターフェースで双方向連携。

CData ODBC Driver for Zoho Books とSQL Server 2019 のPolyBase を使って、リアルタイムZoho Books data に外部データソースとしてアクセス。

SQL Server のPolyBase は、データベーステーブルをクエリするTransact-SQL シンタックスを使って、外部データにクエリする仕組みです。 CData ODBC Drivers for Zoho Books data を組み合わせて使うことで、SQL Server データと同じようにZoho Books data へのアクセスが可能です。 本記事では、PolyBase 外部データソースへのZoho Books data の設定から、T-SQL クエリを使ったZoho Books data へのアクセスを行います。

The CData ODBC drivers offer unmatched performance for interacting with live Zoho Books data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Zoho Books, the driver pushes down supported SQL operations, like filters and aggregations, directly to Zoho Books and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Zoho Books data, using a single query to pull data from distributed sources.

Zoho Books への接続

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData Zoho Books Sys is created automatically).

Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

Click "Test Connection" to ensure that the DSN is connected to Zoho Books properly. Navigate to the Tables tab to review the table definitions for Zoho Books.

Zoho Books Data の外部データソースの作成

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.


Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Zoho Books data.

NOTE: Since Zoho Books does not require a User or Password to authenticate, you may use whatever values you wish for IDENTITY and SECRET.

WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Zoho Books

Execute the following SQL command to create an external data source for Zoho Books with PolyBase, using the DSN and credentials configured earlier.

For Zoho Books, set SERVERNAME to 'localhost' or '' and leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_zohobooks_source
  CONNECTION_OPTIONS = 'DSN=CData Zoho Books Sys',
  CREDENTIAL = zohobooks_creds

Zoho Books のExternal Table を作成

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Zoho Books data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for Zoho Books. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

Sample CREATE TABLE Statement

The statement to create an external table based on a Zoho Books INVOICES would look similar to the following:

  InvoiceId [nvarchar](255) NULL,
  InvoiceNumber [nvarchar](255) NULL,
) WITH ( 

Having created external tables for Zoho Books in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Zoho Books, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Zoho Books and start working with live Zoho Books data alongside your SQL Server data today.