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Visualize Zoho CRM Data in Sisense

Create an ElastiCube in Sisense app with access to Zoho CRM data.

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Zoho CRM makes it easy to integrate with Zoho CRM data in Sisense. This article shows how to create an ElastiCube that connects to Zoho CRM data and use the ElastiCube to visualize Zoho CRM data in Sisense.

Configure the Connection to Zoho CRM

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for Zoho CRM\lib) or copy the jar file (cdata.jdbc.zohocrm.ZohoCRM.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for Zoho CRM, adding required 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 example follows:

    jdbc:zohocrm:AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.zohocrm.ZohoCRMDriver
  7. Leave the username and password properties blank.
  8. Click Next.

Add Zoho CRM Data to an ElastiCube

Once you are connected to Zoho CRM, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Visualize Zoho CRM Data

With Zoho CRM tables added to your ElastiCube, you can perform analytics on your Zoho CRM data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Zoho CRM, you can access Zoho CRM data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Zoho CRM data in Sisense today!