Build Zoho CRM-Connected Visualizations in datapine

datapine is a browser-based business intelligence platform. When paired with the CData Connect Cloud, you get access to your Zoho CRM data directly from your datapine visualizations and dashboards. This article describes connecting to Zoho CRM in CData Connect Cloud and building a simple Zoho CRM-connected visualization in datapine.

CData Connect Cloud provides a pure SQL Server interface for Zoho CRM, allowing you to query data from Zoho CRM without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zoho CRM, leveraging server-side processing to return the requested Zoho CRM data quickly.

Configure Zoho CRM Connectivity for datapine

Connectivity to Zoho CRM from datapine is made possible through CData Connect Cloud. To work with Zoho CRM data from datapine, we start by creating and configuring a Zoho CRM connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Zoho CRM" from the Add Connection panel
3. Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM.
4. Navigate to the Permissions tab in the Add Zoho CRM Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connecting to Zoho CRM from datapine

Once you configure your connection to Zoho CRM in Connect Cloud, you are ready to connect to Zoho CRM from datapine.

1. Log into datapine
2. Click Connect to navigate to the "Connect" page
3. Select MS SQL Server as the data source
4. In the Integration step, fill in the connection properties and click "Save and Proceed"
   • Set the Internal Name
   • Set Database Name to the name of the connection we just configured (e.g. ZohoCRM1)
   • Set Host / IP to "tds.cdata.com"
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the corresponding PAT
   • Set Database Port to "14333"
5. In the Data Schema step, select the tables and fields to visualize and click "Save and Proceed"
6. In the References step, define any relationships between your selected tables and click "Save and Proceed"
7. In the Data Transfer step, click "Go to Analyzer"

Visualize Zoho CRM Data in datapine

After connecting to CData Connect Cloud, you are ready to visualize your Zoho CRM data in datapine. Simply select the dimensions and measures you wish to visualize!

Having connect to Zoho CRM from datapine, you are now able to visualize and analyze real-time Zoho CRM data no matter where you are. To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from datapine, try CData Connect Cloud today!