Import Zoho Books Data into FileMaker Pro

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Zoho Books ODBC Driver

The Zoho Books ODBC Driver is a powerful tool that allows you to connect with live data from Zoho Books, directly from any applications that support ODBC connectivity.

Access Zoho Books data like you would a database - read, write, and update Zoho Books Accounts, Bills, Journals, Taxes, etc. through a standard ODBC Driver interface.



Create reports that integrate Zoho Books data in Filemaker Pro.

One of the strengths of the CData ODBC driver is its ubiquitous support across many applications and platforms. In this article, you will configure the ODBC driver in FileMaker Pro and create data visualizations with Zoho Books data.

Query Zoho Books Data in FileMaker Pro

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. See the "Getting Started" chapter of the help documentation for a guide to creating a DSN on Windows or Unix-based systems like Mac OS X and Linux.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

You can then load Zoho Books data into tables in Filemaker Pro:

  1. In your solution, click File -> Import Records -> ODBC Data Source, and select the CData Zoho Books DSN.
  2. In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. For example:

    SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'

    You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.

  3. In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table ("CData ZohoBooks Source") from the Target box, and click Import.

For more information on the SQL that the driver supports out of the box, see the help documentation.

Process Data at Design Time

You can sort and aggregate data, as well as calculate summary functions, while you browse tables. To manipulate the view of data at design time, first complete the two steps below:

  1. Switch to Browse mode: Click the Mode pop-up menu in the footer of the application.
  2. Switch to Table view: Click the table icon in the View As menu in the main toolbar of the application.

Aggregate and Summarize

Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:

  1. Sort: Click the arrow in the InvoiceId column header and then click Sort Ascending in the resulting menu.
  2. Group: In the menu for the InvoiceId column click Add Trailing Group by InvoiceId to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.
  3. Summarize: In the menu for a column that has been grouped, select a summary from the Trailing Subtotals menu.

the procedure below to create a simple bar chart that shows the total InvoiceNumber for each InvoiceId.

  1. Click the arrow in the InvoiceNumber column header and click "Chart by InvoiceNumber" in the menu. If you have already grouped on a column in the Table view, InvoiceId, for example, you can select the option to chart InvoiceNumber by InvoiceId.
  2. In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.

Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create a basic chart.

  1. Click the button next to the Data box and select Specify Field Value. Select a column in the resulting dialog.
  2. Select a summary for the y-axis in the Summary menu.