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Connect to Zoho Books Data in CloverDX (formerly CloverETL)

Transfer Zoho Books data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Zoho Books enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Zoho Books as sources. In this article, you will use the JDBC Driver for Zoho Books to set up a simple transfer into a flat file. The CData JDBC Driver for Zoho Books enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Zoho Books as sources. In this article, you will use the JDBC Driver for Zoho Books to set up a simple transfer into a flat file.

Connect to Zoho Books as a JDBC Data Source

  1. Create the connection to Zoho Books data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.zohobooks.jar file.
  3. Enter the JDBC URL.

    Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho Books JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.zohobooks.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:zohobooks:OAuthClientId=MyOAuthClientId;OAuthClientSecret=myOAuthClientSecret;CallbackURL=https://localhost:33333;OrganizationId=MyOrganizationId;InitiateOAuth=GETANDREFRESH

Query Zoho Books Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Zoho Books JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the INVOICES table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.