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Connect to Zoho CRM Data in DBArtisan

Use wizards in DBArtisan to configure Zoho CRM data as a data source.

The CData ODBC Driver for Zoho CRM seamlessly integrates Zoho CRM data into database management tools like DBArtisan by enabling you to access Zoho CRM data as a database. This article shows how to create an data source for Zoho CRM in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Zoho CRM Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then follow the steps below to register Zoho CRM data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN.
  4. Finish the wizard to connect to Zoho CRM data. Zoho CRM entities are displayed in the Datasource Explorer.

You can now work with Zoho CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Zoho CRM API.