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The Zoho CRM ODBC Driver is a powerful tool that allows you to connect with live Zoho CRM account data, directly from any applications that support ODBC connectivity.

Access Zoho CRM data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.

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Zoho CRM Reporting and Star Schemas in OBIEE


Create a star schema that shows perspectives on Zoho CRM facts in real time.

The CData ODBC Driver for Zoho CRM is a standard database driver that can integrate real-time access to Zoho CRM data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Zoho CRM data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Zoho CRM Data as a Remote Oracle Database.

Connect to Zoho CRM as an ODBC Data Source

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.

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.

When you configure the DSN, 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.

Import Zoho CRM Metadata

Follow the steps below to use the OBIEE Client Tools to import Zoho CRM metadata into an OBIEE repository. You can then integrate Zoho CRM data into your business models.

  1. Open the Administration Tool and click File -> New Repository.

  2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
  3. Select the metadata types you want to import under the Relational Sources option and then select Zoho CRM tables.
You can now create star schemas based on Zoho CRM tables: