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Analyze Zoho CRM Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Zoho CRM data and visualize live Zoho CRM data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Zoho CRM data. The CData API Server generates an OData API for Zoho CRM, which is natively consumable in Reveal. In this article, we walk through connecting to Zoho CRM in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Zoho CRM from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Zoho CRM"
- Enter the necessary authentication properties to connect to Zoho CRM.
The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.
Add Zoho CRM Resource Definitions in API Server
After connecting to Zoho CRM, create Resources, which represent API endpoints for Zoho CRM data.
- Click Settings -> Resources -> Add Resource
- Select the Zoho CRM connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Zoho CRM from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Zoho CRM Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Zoho CRM data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Zoho CRM data. For more information on creating OData feeds from Zoho CRM (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Zoho CRM data in tools that consume OData APIs.
