Ready to get started?

Learn more about the CData JDBC Driver for Zoho CRM or download a free trial:

Download Now

Birst でZoho CRM Data のビジュアライゼーションを構築

CData JDBC Driver for Zoho CRM とBirst クラウドエージェントを使用して、Birst でZoho CRM data のリアルタイムの視覚化を構築します。

Birst は、組織が複雑なプロセスを迅速に理解し、最適化することを支援するクラウドビジネスインテリジェンス(BI)ツールおよび分析プラットフォームです。CData JDBC Driver for Zoho CRM と組み合わせると、Birst Cloud Agent を経由してリアルタイムZoho CRM data に接続し、ビジュアライズを構築できます。ここでは、Cloud Agent を使用してZoho CRM に連携し、Birst で動的レポートを作成する方法を段階的に説明します。

強力なデータ処理機能により、CData JDBC Driver はBirst のZoho CRM data 操作に高いパフォーマンスを提供します。Birst からZoho CRM への複雑なSQL クエリを発行すると、ドライバーはフィルタや集計などのサポートされているSQL 操作を直接Zoho CRM にプッシュし、組込みSQL エンジンを利用してクライアント側でサポートしない操作を処理します。組み込みの動的メタデータクエリにより、JDBC ドライバーはネイティブのBirst データ型を使用してZoho CRM data を視覚化および分析することを可能にします。

Birst でZoho CRM Data へのJDBC 接続を設定

Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver).Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.

With the driver and Cloud Agent installed, you are ready to begin.

  1. Create a new project in Birst.
  2. Name the connection (e.g. CDataZohoCRM).
  3. Choose Live Access.
  4. Select an agent.
  5. Set Database Type to Other.
  6. Set SQL Type to MSSQL
  7. Set the Connection string.

    You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

    See the "Getting Started" chapter in the help documentation for a guide.

    ビルトイン接続文字列デザイナー

    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.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property.This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    Below is a typical JDBC connection string for Zoho CRM:

    jdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;
  8. Set the Driver Name: cdata.jdbc.zohocrm.ZohoCRMDriver and click Save.

NOTE:Since authentication to Zoho CRM is managed from the connection string, you can leave Security Credentials blank.

Zoho CRM Data オブジェクトを設定

Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.

  1. Select the Schema (e.g. ZohoCRM).
  2. Click on Tables and/or Views to connect to those entities and click Apply.
  3. Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.

ビジュアライゼーションを構築

After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.

  1. Select the Visualizer tool from the menu.
  2. Select Measures & Categories from your objects
  3. Select and configure the appropriate visualization for the Measure(s) you selected.

Using the CData JDBC Driver for Zoho CRM with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Zoho CRM data.Download a free, 30-day trial and start building Birst visualizations today.

 
 
ダウンロード