Automate Zoho CRM Integration Tasks from PowerShell

The CData Cmdlets for Zoho CRM are standard PowerShell cmdlets that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time and bidirectional access to Zoho CRM.

PowerShell Cmdlets or ADO.NET Provider?

The Cmdlets are not only a PowerShell interface to Zoho CRM, but also an SQL interface; this tutorial shows how to use both to create, retrieve, update, and delete Zoho CRM data. We also show examples of the ADO.NET equivalent, which is possible with the CData ADO.NET Provider for Zoho CRM. To access Zoho CRM data from other .NET applications, like LINQPad, use the CData ADO.NET Provider for Zoho CRM.

Once you have acquired the necessary connection properties, accessing Zoho CRM data in PowerShell can be enabled in three steps.

The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.

PowerShell

1. Install the module:

   Install-Module ZohoCRMCmdlets

2. Connect:

   $zohocrm = Connect-Zoho

3. Search for and retrieve data:

   $industry = "Data/Telecom OEM" $accounts = Select-Zoho -Connection $zohocrm -Table "Accounts" -Where "Industry = `'$Industry`'" $accounts

   You can also use the Invoke-Zoho cmdlet to execute SQL commands:

   $accounts = Invoke-Zoho -Connection $zohocrm -Query 'SELECT * FROM Accounts WHERE Industry = @Industry' -Params @{'@Industry'='Data/Telecom OEM'}

ADO.NET

1. Load the provider's assembly:

   [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData ADO.NET Provider for Zoho CRM\lib\System.Data.CData.ZohoCRM.dll")

2. Connect to Zoho CRM:

   $conn= New-Object System.Data.CData.ZohoCRM.ZohoCRMConnection("InitiateOAuth=GETANDREFRESH") $conn.Open()

3. Instantiate the ZohoCRMDataAdapter, execute an SQL query, and output the results:

   $sql="SELECT Account_Name, Annual_Revenue from Accounts" $da= New-Object System.Data.CData.ZohoCRM.ZohoCRMDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { Write-Host $_.account_name $_.annual_revenue }

Update Zoho CRM Data

PowerShell

ADO.NET

Insert Zoho CRM Data

PowerShell

ADO.NET

Delete Zoho CRM Data

PowerShell

ADO.NET