Build Zoho CRM-Connected Dashboards in Redash

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Zoho CRM data and build visualizations and dashbaords from Zoho CRM data in Redash.

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. 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 create a virtual database for Zoho CRM and build visualizations from Zoho CRM data in Redash.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Zoho CRM, allowing you to easily build visualizations from Zoho CRM data in Redash. As you build visualizations, Redash 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.

Create a Virtual MySQL Database for Zoho CRM Data

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

  1. Log into 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.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Zoho CRM Data in Tableau Online

The steps below outline creating a new data source in Redash based on the virtual Zoho CRM database in Connect Cloud and building a simple visualization from the data.

Create a New Data Source

  1. Log into Redash, click on your profile and click "Data Sources"
  2. Click the " New Data Source" button
  3. Select "MySQL (Amazon RDS)" as the Data Source Type (CData Connect uses SSL, which the standard MySQL connection in Redash does not support)
  4. On the configuration tab, set the following properties:
    • Name: Name the data source (e.g. Zoho CRM (CData Connect))
    • Host: The full URL to your CData Connect instance (e.g. https://myinstance.cdatacloud.net)
    • Port: The port of the CData Connect MySQL endpoint (e.g. 3306)
    • User: A CData Connect user
    • Password: The password for the above user
    • Database name: The name of the virtual database for Zoho CRM (e.g. ZohoCRM1)
    • Click the checkbox to Use SSQL
  5. Click Create
  6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Zoho CRM data.

Create a Zoho CRM Data Visualization

  1. Click Create -> New Query
  2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
  3. Write a SQL statement to retrieve the data, for example:
    SELECT Account_Name, Annual_Revenue FROM Accounts
  4. Click the "Execute" button to load Zoho CRM data into Redash via CData Connect
  5. Use the Visualization Editor to create and analyze graphs from Zoho CRM data
  6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Zoho CRM Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Zoho CRM data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Cloud page.