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Create Apps from Zoho CRM Data in Qlik Sense Cloud

Use the CData Connect Cloud to create an OData API for Zoho CRM data and build apps from live Zoho CRM data in Qlik Sense Cloud.

Qlik Sense Cloud allows you to create and share data visualizations and interact with information in new ways. The CData Connect Cloud creates a virtual database for Zoho CRM and can be used to generate an OData API (natively consumable in Qlik Sense Cloud) for Zoho CRM. By pairing Qlik Sense Cloud with the CData Connect Cloud, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Cloud from Qlik Sense Cloud as you would any other REST service and get instant, live access to your Zoho CRM data.

In this article, we walk through two connections:

  1. Connecting to Zoho CRM in Connect Cloud
  2. Connecting to Connect Cloud from Qlik Sense Cloud to create a model and build a simple dashboard

Configure Connect Cloud to Connect to Zoho CRM

To connect to Zoho CRM data from Qlik Sense Cloud, you need to configure Zoho CRM access from your Connect Cloud instance. This means creating a user, connecting to Zoho CRM, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Cloud User

Create a Cloub Hub User to connect to Zoho CRM from Qlik Sense 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 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 Qlik Sense App from Zoho CRM Data

With the connection to Zoho CRM and OData endpoints created, we are ready to add Zoho CRM data to a Qlik Sense app for visualizations, analytics, reporting, and more.

Create a New App and Upload Data

  1. Log into your Qlik Sense instance and click the button to create a new app
  2. Name and configure the new app and click "Create"
  3. In the workspace, click to open the new app
  4. Click to add data from files and other sources
  5. Select the REST connector and set the configuration properties. For the most part, you will use the default values, with the following exceptions:
    • URL: Set this to the API endpoint for your Zoho CRM table, using the @CSV URL parameter to ensure a CSV response (i.e. https://www.cdatacloud.net/api.rsc/MYINSTANCE/ZohoCRM_Accounts?@CSV)
    • Authentication Schema: Set this to "Basic"
    • User Name: Set this to the user name you configured above
    • Password: Set this to the Authtoken for the above user
  6. Click "Create" to query Connect Cloud for the Zoho CRM data
  7. Check "CSV has header" and under "Tables," select "CSV_source"
  8. Select columns and click "Add data"

Generate Insights or Customize Your App

With the data loaded into Qlik Sense, you are ready to begin discovering insights. Click "Generate insights" to let Qlik analyze your data. Otherwise, you can build custom visualizations, reports, and dashboards based on your Zoho CRM data.

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Zoho CRM data. For more information on creating OData feeds from Zoho CRM (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Zoho CRM data in Qlik Sense Cloud.