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Feed Zoho CRM Data into FineReport

How to set Zoho CRM data as a JDBC data source in FineReport.

The CData JDBC Driver for Zoho CRM fully implements the JDBC standard and can provide Zoho CRM data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Zoho CRM data as JDBC data source in FineReport and view Zoho CRM data as a table in the Report Designer.

Set Up a JDBC Data Source of Zoho CRM Data

Follow the instruction below to set Zoho CRM data as a FineReport database connection.

  1. Copy the cdata.jdbc.zohocrm.jar file from the lib folder in the CData JDBC Driver for Zoho CRM installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.zohocrm.lic file as well.
  2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

  1. Database: Others
  2. JDBC Driver: cdata.jdbc.zohocrm.ZohoCRM Driver
  3. URL: A standard JDBC connection string using semicolon-separated connection properties.

    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.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical JDBC URL is below:

    jdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;
  4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to Zoho CRM set up, you can use it as FineReport data source.

Select Zoho CRM Data in the Report Designer.

  1. Click to add a new template data set and select DB query to open the database query window.
  2. Choose the JDBC connection that you created from the dropdown list.
  3. The Zoho CRM entities will appear as tables on the left pane.
  4. Write a SELECT statement for the Zoho CRM data tables and columns that you want to load.
  5. Click preview and data is shown as table.

With these simple steps, Zoho CRM can be used as a JDBC data source in FineReport.