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Using the CData ODBC Driver for Zoho Books in PyCharm

Connect to Zoho Books as an ODBC data source in PyCharm using the CData ODBC Driver for Zoho Books.

The CData ODBC Drivers can be used in any environment that supports loading an ODBC Driver. In this tutorial we will explore using the CData ODBC Driver for Zoho Books from within PyCharm. Included are steps for adding the CData ODBC Driver as a data source, as well as basic PyCharm code to query the data source and display results.

To begin, this tutorial will assume that you have already installed the CData ODBC Driver for Zoho Books as well as PyCharm.

Add Pyodbc to the Project

Follow the steps below to add the pyodbc module to your project.

  1. Click File -> Settings to open the project settings window.
  2. Click Project Interpreter from the Project: YourProjectName menu.
  3. To add pyodbc, click the + button and enter pyodbc.
  4. Click Install Package to install pyodbc.

Connect to Zoho Books

You can now connect with an ODBC connection string or a DSN. See the Getting Started section in the CData driver documentation for a guide to creating a DSN on your OS.

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.

Below is the syntax for a DSN:

[CData ZohoBooks Source] Driver = CData ODBC Driver for Zoho Books Description = My Description OAuthClientId = MyOAuthClientId OAuthClientSecret = myOAuthClientSecret CallbackURL = https://localhost:33333 OrganizationId = MyOrganizationId

Execute SQL to Zoho Books

Instantiate a Cursor and use the execute method of the Cursor class to execute any SQL statement.

import pyodbc cnxn = pyodbc.connect('DRIVER={CData ODBC Driver for ZohoBooks};OAuthClientId = MyOAuthClientId;OAuthClientSecret = myOAuthClientSecret;CallbackURL = https://localhost:33333;OrganizationId = MyOrganizationId;') cursor = cnxn.cursor() cursor.execute("SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'") rows = cursor.fetchall() for row in rows: print(row.InvoiceId, row.InvoiceNumber)

After connecting to Zoho Books in PyCharm using the CData ODBC Driver, you will be able to build Python apps with access to Zoho Books data as if it were a standard database. If you have any questions, comments, or feedback regarding this tutorial, please contact us at support@cdata.com.