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Connect to Zoho CRM Data in HULFT Integrate

Connect to Zoho CRM as a JDBC data source in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Zoho CRM, HULFT Integrate can work with live Zoho CRM data. This article walks through connecting to Zoho CRM and moving the data into a CSV file.

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.

Enable Access to Zoho CRM

To enable access to Zoho CRM data from HULFT Integrate projects:

  1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.zohocrm.jar (and cdata.jdbc.zohocrm.lic), to the jdbc_adapter subfolder for the Integrate Server
  2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Zoho CRM Data

Once you copy the JAR files, you can create a project with access to Zoho CRM data. Start by opening Integrate Studio and creating a new project.

  1. Name the project
  2. Ensure the "Create script" checkbox is checked
  3. Click Next
  4. Name the script (e.g.: ZohoCRMtoCSV)

Once you create the project, add components to the script to copy Zoho CRM data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

  1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Zoho CRM. Set the following properties:
    • Name: Zoho CRM Connection Settings
    • Driver class name: cdata.jdbc.zohocrm.ZohoCRMDriver
    • URL: jdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;

      Built-in Connection String Designer

      For assistance 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.

  2. Write your SQL statement. For example:
    SELECT Account_Name, Annual_Revenue FROM Accounts
  3. Click "Extraction test" to ensure the connection and query are configured properly
  4. Click "Execute SQL statement and set output schema"
  5. Click "Finish"

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

  1. Set a file to write the query results to (e.g. Accounts.csv)
  2. Set "Input data" to the "Select SQL" component
  3. Add columns for each field selected in the SQL query
  4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
  5. Click "Finish"

Map Zoho CRM Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Zoho CRM data into a CSV file.

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