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Get the Report →Model, Search, and Visualize Live Zoho CRM Data in ThoughtSpot
Use CData Connect Cloud to connect to live Zoho CRM data for modeling, searching, and visualizing.
ThoughtSpot is a cloud-based analytics platform that uses artificial intelligence (AI) and natural language processing (NLP) to help users analyze data and make decisions. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Zoho CRM data for visualizations, dashboards, and more. This article shows how to connect to Zoho CRM and build visualizations from Zoho CRM data in ThoughtSpot.
CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Zoho CRM, allowing you to easily build models and visualizations from live Zoho CRM data in ThoughtSpot. As you build visualizations, ThoughtSpot generates SQL queries to gather data. 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 quickly return Zoho CRM data.
Configure Zoho CRM Connectivity for ThoughtSpot
Connectivity to Zoho CRM from ThoughtSpot is made possible through CData Connect Cloud. To work with Zoho CRM data from ThoughtSpot, we start by creating and configuring a Zoho CRM connection.
- 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.
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.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Zoho CRM data from ThoughtSpot.
Model, Search, and Visualize Live Zoho CRM Data in ThoughtSpot
To establish a connection from ThoughtSpot to the CData Connect Cloud Virtual SQL Server API, follow these steps.
- Log into ThoughtSpot
- On the top navigation bar, click Data.
- Click Create new > Connection.
- Name the connection and click "SQL Server" as the data warehouse.
- Click Continue on the top right.
- Enter the connection settings:
- Host: enter the Virtual SQL Server endpoint: tds.cdata.com
- Port: : enter 14333
- Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
- Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, ZohoCRM1).
- Click Continue.
- After connecting successfully, you will be able to choose which tables to include.
- Click Create Connection.
After you successfully configure your connection, you can build models, search, and visualize your Zoho CRM data.
Real-Time Access to Zoho CRM Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live Zoho CRM data from ThoughtSpot. You can model, search, and visualize your data from ThoughtSpot . For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like ThoughtSpot, refer to our Connect Cloud page.