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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.

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Analyze Zoho Books Data in R


Create data visualizations and use high-performance statistical functions to analyze Zoho Books data in Microsoft R Open.

Access Zoho Books data with pure R script and standard SQL. You can use the CData ODBC Driver for Zoho Books and the RODBC package to work with remote Zoho Books data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Zoho Books data and visualize Zoho Books data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Zoho Books as an ODBC Data Source

Information for connecting to Zoho Books follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Zoho Books in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

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

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Zoho Books Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData ZohoBooks Source")

Schema Discovery

The driver models Zoho Books APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Zoho Books API.

invoices <- sqlQuery(conn, "SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(invoices)

Plot Zoho Books Data

You can now analyze Zoho Books data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(invoices$InvoiceNumber, main="Zoho Books INVOICES", names.arg = invoices$InvoiceId, horiz=TRUE)