Create Zoho Creator-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Server, you get instant access to Zoho Creator data for visualizations, reports, and more. This article shows how to create a virtual database for Zoho Creator in Connect Server and build visualizations from Zoho Creator data in Klipfolio.

CData Connect Server provides a pure MySQL interface for Zoho Creator, allowing you to build reports from live Zoho Creator data in Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc.) directly to Zoho Creator, leveraging server-side processing to return the requested Zoho Creator data quickly.

Create a Virtual MySQL Database for Zoho Creator Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Log into Connect Server and click Databases.
2. Select "Zoho Creator" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Zoho Creator.

   The connector is already registered with Zoho Creator as an OAuth application.

   If you would prefer to use your own custom OAuth app, see the Help documentation.

4. Click Test Database.
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Zoho Creator data from Klipfolio.

Connect to Zoho Creator in Klipfolio

The steps below outline connecting to CData Connect Server from Klipfolio to create a new Zoho Creator data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MySQL as the Service
4. Click "Create a custom MySQL data source"
5. Configure the data source by setting the MySQL connection properties:
   • Host: your instance (e.g., CONNECT_SERVER_URL)
   • Port: 3306
   • Database: your database (e.g., ZohoCreator1)
   • Driver: MySQL
   • Username: your Connect username
   • Password: your Connect password
   • SQL Query: any query to retrieve data (e.g., SELECT * FROM Leave_Types)
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
6. Click "Get data" to preview the Zoho Creator data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create a Klip"
2. Drag in a component
3. For the Series, select the column whose count or aggregation you wish to visualize
4. For the X Axis, select the column you wish to group by
5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
6. Click "Save"
7. Set the Name & Description and click Save

SQL Access to Zoho Creator Data from Applications

Now you have a Klip built from live Zoho Creator data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Zoho Creator data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect Server.