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Connect to Zoho CRM Data in CloverDX (formerly CloverETL)

Transfer Zoho CRM data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Zoho CRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Zoho CRM as sources and destinations. In this article, you will use the JDBC Driver for Zoho CRM to set up a simple transfer into a flat file. The CData JDBC Driver for Zoho CRM enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Zoho CRM as sources and destinations. In this article, you will use the JDBC Driver for Zoho CRM to set up a simple transfer into a flat file.

Connect to Zoho CRM as a JDBC Data Source

  1. Create the connection to Zoho CRM data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.zohocrm.jar file.
  3. Enter the JDBC URL.

    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.

    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.

    A typical JDBC URL is below:

    jdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;

Query Zoho CRM Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Zoho CRM JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Account_Name, Annual_Revenue FROM Accounts

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Accounts table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.