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Get the Report →Automated Continuous Zoho Books Replication to PostgreSQL
Use CData Sync for automated, continuous, customizable Zoho Books replication to PostgreSQL.
Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Zoho Books data into your PostgreSQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.
Configure PostgreSQL as a Replication Destination
Using CData Sync, you can replicate Zoho Books data to PostgreSQL. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select PostgreSQL as a destination.
- Enter the necessary connection properties. To connect to PostgreSQL, set the following connection properties (CData Sync ships with the Npgsql ADO.NET Provider for PostgreSQL):
- Server: The address of the server hosting the PostgreSQL database.
- Port: The port used to connect to the server hosting the PostgreSQL database.
- User: The user ID provided for authentication with the PostgreSQL database.
- Password: The password provided for authentication with the PostgreSQL database.
- Database: The name of the database.
- Click Test Connection to ensure that the connection is configured properly.
- Click Save Changes.
Configure the Zoho Books Connection
You can configure a connection to Zoho Books from the Connections tab. To add a connection to your Zoho Books account, navigate to the Connections tab.
- Click Add Connection.
- Select a source (Zoho Books).
- Configure the connection properties.
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.
- Click Connect to ensure that the connection is configured properly.
- Click Save Changes.
Configure Replication Queries
CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.
Replicate Entire Tables
To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.
Customize Your Replication
You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.Schedule Your Replication
In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.
Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Zoho Books data to PostgreSQL.