Use Dash to Build to Web Apps on Freshsales Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas module, and the Dash framework, you can build Freshsales-connected web applications for Freshsales data. This article shows how to connect to Freshsales with the CData Connector and use pandas and Dash to build a simple web app for visualizing Freshsales data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Freshsales data in Python. When you issue complex SQL queries from Freshsales, the driver pushes supported SQL operations, like filters and aggregations, directly to Freshsales and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Freshsales Data

Connecting to Freshsales data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

Start by setting the Profile connection property to the location of the Freshsales Profile on disk (e.g. C:\profiles\Freshsales.apip). Next, set the ProfileSettings connection property to the connection string for Freshsales (see below).

Freshsales API Profile Settings

Retrieve your API Key from Profile Settings > API Settings in the top-right corner of Freshsales. Your Domain is the subdomain from your portal URL.

After installing the CData Freshsales Connector, follow the procedure below to install the other required modules and start accessing Freshsales through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Freshsales Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Freshsales Connector to create a connection for working with Freshsales data.

cnxn = mod.connect("Profile=C:\profiles\Freshsales.apip;ProfileSettings='APIKey=your_api_key;Domain=your_subdomain';")

Execute SQL to Freshsales

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT Id, Name FROM Account WHERE IsDeleted = 'false'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-apiedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Freshsales data and configure the app layout.

trace = go.Bar(x=df.Id, y=df.Name, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Freshsales Account Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Freshsales data.

python api-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps with connectivity to Freshsales data. Reach out to our Support Team if you have any questions.

Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

cnxn = mod.connect("Profile=C:\profiles\Freshsales.apip;ProfileSettings='APIKey=your_api_key;Domain=your_subdomain';")

df = pd.read_sql("SELECT Id, Name FROM Account WHERE IsDeleted = 'false'", cnxn)
app_name = 'dash-apidataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.Id, y=df.Name, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Freshsales Account Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)