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Query Zoho CRM Data in MySQL Workbench

Execute MySQL queries against live Zoho CRM data from MySQL Workbench.

You can use the SQL Gateway from the ODBC Driver for Zoho CRM to query Zoho CRM data through a MySQL interface. Follow the procedure below to start the MySQL remoting service of the SQL Gateway and work with live Zoho CRM data in MySQL Workbench.

Connect to Zoho CRM Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

Zoho CRM はOAuth 認証標準を利用しています。OAuth を使って認証するには、アプリケーションを作成してOAuthClientId、OAuthClientSecret、およびCallbackURL 接続プロパティを取得しなければなりません。認証方法については、ヘルプドキュメントの「OAuth 認証の使用」を参照してください。

Zoho CRM 本製品はパフォーマンスを向上させるためにデフォルトでUseServerSideFiltering がTrue に設定されていますが、誤った結果が返される場合があります。詳しくは、ヘルプドキュメントの「高度な設定」を参照してください。

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Zoho CRM data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Query Zoho CRM from MySQL Workbench

The steps below outline connecting to the virtual Zoho CRM database created in the SQL Gateway from MySQL Workbench and issuing basic queries to work with live Zoho CRM data.

Connect to Zoho CRM through the SQL Gateway

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData SQL Gateway for Zoho CRM).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Zoho CRM Data

  1. Open the connection you just created (CData SQL Gateway for Zoho CRM).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve Zoho CRM data, like SELECT * FROM `CData ZohoCRM Sys`.Accounts;

With access to live Zoho CRM data from MySQL Workbench, you can easily query and update Zoho CRM, just like you would a MySQL database. Get started now with a free, 30-day trial of the CData ODBC Driver for Zoho CRM and the CData SQL Gateway.

 
 
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