Analyze Zoho CRM Data in Infragistics Reveal

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CData Connect



Use the CData Connect Cloud to create an OData API on top of Zoho CRM data and visualize live Zoho CRM data in Ingragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData Connect Cloud and Zoho CRM Connector to build dynamic dashboards from live Zoho CRM data. The CData Connect Cloud creates a virtual database for Zoho CRM and can be used to generate an OData API (natively consumable in Reveal) for Zoho CRM. In this article, we walk through connecting to Zoho CRM in Connect Cloud and connecting to Connect Cloud from Infragistics Reveal to create a simple dashboard.

Add a Connect Cloud User

Create a User to connect to Zoho CRM from Reveal through Connect Cloud.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Zoho CRM from Connect Cloud

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

  1. Open Connect Cloud and click Databases
  2. Select "Zoho CRM" from Available Data Sources
  3. Enter the necessary authentication properties to connect to Zoho CRM.

    You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

    See the "Getting Started" chapter in the help documentation for a guide.

  4. Click Test Database
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Zoho CRM OData Endpoints in Connect Cloud

After connecting to Zoho CRM, create OData Endpoint for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Zoho CRM database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Zoho CRM data in Reveal.

  1. Log into Reveal and click Dashboards -> New
  2. Click Data Source -> OData Feed
  3. Specify the Connect Cloud API endpoint URL (found in API -> Discovery -> Base URL), for example: https://www.cdatacloud.com/myinstance/api.rsc
  4. Select Generic Credentials and specify the Connect Cloud username and authentication token
  5. Select the entity you wish to visualize
  6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Zoho CRM data. For more information on creating OData feeds from Zoho CRM (and more than 150 other sources), visit the Connect Cloud page. Download a free, 30-day trial and start working live Zoho CRM data in tools that consume OData APIs.