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Bridge Zoho CRM Connectivity with Apache NiFi

Access and process Zoho CRM data in Apache NiFi using the CData JDBC Driver.

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Zoho CRM, NiFi can work with live Zoho CRM data. This article describes how to connect to and query Zoho CRM data from an Apache NiFi Flow.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Zoho CRM data. When you issue complex SQL queries to Zoho CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Zoho CRM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Zoho CRM data using native data types.

Connecting to Zoho CRM Data in Apache NiFi

  1. Download the CData JDBC Driver for Zoho CRM installer, unzip the package, and run the JAR file to install the driver.
  2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.zohocrm.jar (and cdata.jdbc.zohocrm.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

    On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Zoho CRM.

  3. Start Apache NiFi. For example:

    cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
    run-nifi.bat
    
  4. Navigate to the Apache NiFi UI in your web browser: typically http://localhost:8080/nifi
  5. Click the (Configuration) button from the Operate sidebar.
  6. In the NiFi Flow Configuration page, navigate to the Controller Services tab.
  7. Click the button to create a new controller service.
  8. In the Add Controller Service page, select DBCPConnection Pool, and then click Add.
  9. Click the gear button to configure the new DBCPConnection Pool.
  10. In the Configure Controller Service page, navigate to the Properties tab. Fill in the properties:

    PropertyValue
    Database Connection URLjdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;
    Database Driver Class Namecdata.jdbc.zohocrm.ZohoCRMDriver

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.zohocrm.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    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.

  11. Click the button to enable the new DBCPConnection Pool.

Your Zoho CRM data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor.

Download a free, 30-day trial of the CData JDBC Driver for Zoho CRM and start working with your live Zoho CRM data in Apache NiFi. Reach out to our Support Team if you have any questions.