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Integrate Zoho CRM Data in the Pentaho Report Designer

Publish reports based on Zoho CRM data in the Pentaho BI tool.

The CData JDBC Driver for Zoho CRM data enables access to live data from dashboards and reports. This article shows how to connect to Zoho CRM data as a JDBC data source and publish reports based on Zoho CRM data in Pentaho.

Connect and Create a Report

  1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
  2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.
  3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Zoho CRM connection. In the resulting dialog, configure the connection properties as shown below.

    • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:zohocrm: and is followed by a semicolon-separated list of 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.

      Below is a typical JDBC URL:

      jdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;
    • Custom Driver Class Name: Enter cdata.jdbc.zohocrm.ZohoCRMDriver.
    • User Name: The username to authenticate with.
    • Password: The password to authenticate with.

Add Zoho CRM Data to a Report

You are now ready to create a report with Zoho CRM data.

  1. Add the Zoho CRM source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

  2. Configure the query. This article uses the one below:

    SELECT Account_Name, Annual_Revenue FROM Accounts
  3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Accounts table.
  4. Finally, run the report to see the chart.