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Get the Report →Import Zoho CRM Data into the Power BI Service for Visualizations
Use CData Connect Cloud to connect to Zoho CRM Data and provide access to live Zoho CRM data for custom reports in the Power BI Service.
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Zoho CRM data for visualizations, dashboards, and more. This article shows how to connect to Zoho CRM in CData Connect Cloud, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Zoho CRM data in the Power BI service.
Configure Zoho CRM Connectivity for Power BI Service
Connectivity to Zoho CRM from Power BI Service is made possible through CData Connect Cloud. To work with Zoho CRM data from Power BI Service, we start by creating and configuring a Zoho CRM connection.
(Optional) Add a New Connect Cloud User
As needed, create Users to connect to Zoho CRM through Connect Cloud.
- Navigate to the Users page and click Invite Users
- Enter the new user's email address and click Send to invite the user
- You can review and edit users from the Users page
Connect to Zoho CRM from Connect Cloud
CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Zoho CRM" from the Add Connection panel
- Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM.
- Navigate to the Permissions tab in the Add Zoho CRM Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to Zoho CRM data from the Power BI service.
Publish a Dataset from Power BI Desktop
Once you connect to Zoho CRM in Connect Cloud, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your Zoho CRM data from Power BI
- Define any relationships between the selected entities on the Relationships tab.
- Click Publish (from the Home menu) and select a Workspace.
Build Reports and Dashboards on Zoho CRM Data in the Power BI Service
Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:
- Log in to PowerBI.com.
- Click Workspaces and select a workspace.
- Click Create and select Report.
- Select the published dataset for the report.
- Choose fields and visualizations to add to your report.
Live Access to Zoho CRM Data from Cloud Applications
Now you have a direct connection to live Zoho CRM data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Zoho CRM data.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.