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PyCharm でCData ODBC Driver for Zoho CRM を使ってみた

Zoho CRM にODBC データソースとしてPyCharm から連携。

CData ODBC Drivers は、ODBC をサポートするあらゆる環境から利用可能です。 本記事では、PyCharm からのCData ODBC Driver for Zoho CRM の利用を説明します。ODBC Deriver をデータソースとして設定する方法、データソースをクエリするPyCharm のベーシックな方法を含みます。

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Zoho CRM as well as PyCharm.

Pyodbc をプロジェクトに追加

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Zoho CRM への接続

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData ZohoCRM Source] Driver = CData ODBC Driver for Zoho CRM Description = My Description AuthToken = 2ad3b3e719f6bed7368e5e7e26e4f988

Zoho CRM へのクエリの実行

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for ZohoCRM};AuthToken = 2ad3b3e719f6bed7368e5e7e26e4f988;') cursor = cnxn.cursor() cursor.execute("SELECT Account_Name, Annual_Revenue FROM Accounts WHERE Industry = 'Data/Telecom OEM'") rows = cursor.fetchall() for row in rows: print(row.Account_Name, row.Annual_Revenue)

After connecting to Zoho CRM in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Zoho CRM data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.

 
 
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