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Visio Shapes とZoho CRM Data を連携

Visio master shapes での変更を自動的にZoho CRM data に更新。

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Zoho CRM. The driver surfaces Zoho CRM data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to Zoho CRM data.

Connect to Zoho CRM as an ODBC Data Source

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.

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。

Connect Zoho CRM Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

  1. Open Visio and click File -> New. Open the Brainstorming template.
  2. On the Data tab, click Link Data to Shapes.
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for Zoho CRM, select the table you want to import, and finish the wizard. This article uses Accounts as an example.

Link Zoho CRM Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link Zoho CRM entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Accounts as the text of the main topic.
  2. Click Topic.
  3. Select a row in the External Data window and drag it onto the drawing page.
  4. Right-click the Topic shape and click Data -> Edit Data Graphic.
  5. Click New Item.
  6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them.
  7. Drag a few other Zoho CRM entities onto the drawing page and add association lines back to the main topic, Accounts. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Accounts entities.

You can refresh your diagram from the Data tab, synchronizing your shapes with the external Zoho CRM data.

 
 
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