PowerShell でZoho CRM Data データをCSV に落としてみた

CData Cmdlets Module for Zoho CRM は、直感的なZoho CRM データ連携を提供する標準cmdlet です。 本記事では、ZohoCRM Cmdlets を使ったサンプルを提供します。

Creating a Connection to Your Zoho CRM Data

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。

$conn = Connect-Zoho  -AuthToken "$AuthToken"

Selecting Data

Follow the steps below to retrieve data from the Accounts table and pipe the result into to a CSV file:

Select-ZohoCRM -Connection $conn -Table Accounts | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myAccountsData.csv -NoTypeInformation

You will notice that we piped the results from Select-ZohoCRM into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-ZohoCRM -Connection $conn -Table Accounts -Where "Industry = Data/Telecom OEM" | Remove-ZohoCRM

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Zoho CRM, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyAccountsUpdates.csv | %{
  $record = Select-ZohoCRM -Connection $ZohoCRM -Table Accounts -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-ZohoCRM -Connection $zohocrm -Table Accounts -Columns ("Account_Name","Annual_Revenue") -Values ($_.Account_Name, $_.Annual_Revenue) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-ZohoCRM -Connection $zohocrm -Table Accounts -Columns ("Account_Name","Annual_Revenue") -Values ($_.Account_Name, $_.Annual_Revenue)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!