Ready to get started?

Learn more about CData Connect or sign up for a free trial:

Learn More

Build Zoho CRM Visualizations in Tableau Online

Use CData Connect Cloud to create a virtual MySQL Database for Zoho CRM data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. 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 Tableau Online.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Zoho CRM, allowing you to easily build visualizations from live Zoho CRM data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online 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. Login to 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 Live Zoho CRM Data in Tableau Online

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

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the MySQL Connector from the data wizard and fill in the values for your Connect Cloud instance.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL 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 your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.